How To blogs
A collection of our most recent articles on
![The Magic of Mashing Plan Data Blog Banner](https://images.klipfolio.com/website/public/4bedfb1b-b974-43ef-8330-ba27e4d87af2/the-magic-of-mashing-plan-data-blog-banner.jpg)
The magic of mashing plan data with actual results in your near realtime Klipfolio dashboard
By Rupert Bonham-Carter — December 18, 2017
![Banner Mastering The Customer Funnel](https://images.klipfolio.com/website/public/33eb61e8-ff1a-47a8-969b-d90222ce8e87/banner-mastering-the-customer-funnel.png)
Mastering the funnel: Mapping your customer’s journey to revenue growth
By Allan Wille, Co-Founder — April 12, 2019
![Performance Review Header](https://images.klipfolio.com/website/public/92b52888-d916-430c-b9b4-2e4ccf5e0a56/performance-review-header.jpg)
What you should measure in employee performance reviews
By Matt Shealy — February 3, 2020
![Establishing The Best Social Media Kpis Banner](https://images.klipfolio.com/website/public/f166db63-31ea-476b-9ffe-db7c2cea05ba/establishing-the-best-social-media-kpis-banner.jpg)
How To Establish The Best Social Media KPIs
By Tilo Kmieckowiak — February 23, 2017
![Best Web Analytics Tools](https://images.klipfolio.com/website/public/be111e51-1675-445b-8e4b-da0d21828fd6/Best_Web_Analytics_Tools.png)
Best Web Analytics Tools List
By Jonathan Milne — October 10, 2018
![Building A Hubspot Dashboard with Klipfolio Banner](https://images.klipfolio.com/website/public/957b977d-f5cc-4170-9dec-c664aedf920a/building-a-hubspot-dashboard-with-klipfolio-banner.png)
Building custom HubSpot reports and dashboards with Klipfolio
By Seth Epps — October 16, 2017
![Building Dashboards with Zapier Klipfolio Banner](https://images.klipfolio.com/website/public/58a9a61c-1cae-442d-a7a5-c4fb7a6881ee/building-dashboards-with-zapier-klipfolio-banner.jpg)
A guide to building dashboards with Zapier and Klipfolio
By Stephen Yates — March 3, 2016
![5 Thing You Can Do in Klipfolio](https://images.klipfolio.com/website/public/c027046e-578b-4995-b4ac-1002296d3864/5-thing-you-can-do-in-klipfolio.jpg)
5 things you’ve always wanted to do in Klipfolio but didn’t know you could
By Trish Mermuys — July 27, 2016
![Objectives and Key Results Blog Banner](https://images.klipfolio.com/website/public/aa237e02-6234-48d6-82c6-dfb780a2cc4d/objectives-and-key-results-blog-banner.jpg)
Objectives and key results: OKR is a performance management tool that works
By Ali Pourshahid — October 17, 2018
![Personal Finance Kpis Blog Banner](https://images.klipfolio.com/website/public/fa8e6232-f7dd-47c9-81b1-f444c06e69b5/personal-finance-kpis-blog-banner.jpg)
The KPIs of personal finance: How to measure your personal financial success
By Mark Brownlee — September 11, 2018
![Personal Kpis](https://images.klipfolio.com/website/public/1929c923-1196-463b-823a-9084da7e1b4c/personal-kpis.jpg)
How to set your own personal KPIs
By Jonathan Taylor — April 30, 2019
![Proposal Writing](https://images.klipfolio.com/website/public/d5db4d91-aa0f-44a3-a395-5ec6420e2da7/proposal-writing.jpg)
How to write a proposal
By Stef Reid — February 5, 2019
![Continuous Learning Culture Blog Banner](https://images.klipfolio.com/website/public/1db24b34-f8e1-4d7e-9e2e-e30bd1d46183/continuous-learning-culture-blog-banner.jpg)
Why a learning culture is important – and why your organization needs one
By Ali Pourshahid — January 18, 2019
![Recommender System](https://images.klipfolio.com/website/public/76db23d2-56c2-4c55-b42f-665c02e8390b/recommender-system.jpeg)
5 steps to setting up a recommender system
By Shaughn Finnerty — September 11, 2017
![Launch Successful Hackathon on 7 Steps Dev Manager Guide](https://images.klipfolio.com/website/public/ca91b2e2-2171-4817-a786-026c59c09598/launch-successful-hackathon-on-7-steps-dev-manager-guide.jpg)
How to run a successful hackathon in 7 steps: A Development Manager’s guide
By Ali Pourshahid — February 23, 2016
![First Coffee](https://images.klipfolio.com/website/public/a5aa22e5-7bd5-4faa-9564-4547109a8786/first-coffee.jpg)
The Ultimate Guide To Perfecting Your SaaS KPIs and Metrics
By Marisha Sesto — August 13, 2018
![Marketing Automation Saas Kpi](https://images.klipfolio.com/website/public/f2a5f75e-ccbf-48e0-a06b-3b7b8d7c3323/marketing-automation-saas-kpi.jpg)
Boost these top 3 SaaS KPIs with marketing automation
By Phil Gamache — June 27, 2017
![Collaboration with Team](https://images.klipfolio.com/website/public/5f1d9d9e-ae15-4b32-b70c-0b26934412db/collaboration-with-team.jpg)
How to build a Sales Team Leaderboard
By Marisha Sesto — June 19, 2018
![Building Killer Salesforce Dashboard](https://images.klipfolio.com/website/public/ad2fc86b-d030-4e17-84f0-ef93de745075/building-killer-salesforce-dashboard.png)
Building Your Salesforce Dashboard - An Ultimate Guide
By Katya Zeisig — August 15, 2018
![Dashboard Journalism Blog Banner](https://images.klipfolio.com/website/public/9cc06b71-7941-4b93-a52f-29ab614b666e/dashboard-journalism-blog-banner.jpg)
Dashboard journalism: A beginner’s guide
By Mark Brownlee — April 4, 2018
![Ga Sc Banner](https://images.klipfolio.com/website/public/825f316f-6e53-4fae-b9f8-b4335f5b079a/ga-sc-banner.png)
How to set up the Google Analytics-Search Console Integration + 3 key SEO benefits
By Jonathan Taylor — March 16, 2017
![Share of Influence Vs Share of Voice](https://images.klipfolio.com/website/public/c24a68ef-c5c4-4580-b18b-9a6086e4f8c1/share-of-influence-vs-share-of-voice.png)
Beyond Vanity Metrics: Share of Influence Vs. Share of Voice
By Jonathan Taylor — February 29, 2016
![Shopping Cart](https://images.klipfolio.com/website/public/5050d7a8-c074-4b0a-87c0-ff2f3ccb96d8/shopping-cart.jpg)
How your online advertising and eCommerce site are driving sales
By Aaron Vidas — December 20, 2018
![Event Metrics Header](https://images.klipfolio.com/website/public/ac810fb3-066a-4491-8c8a-7a09b390edaf/event-metrics-header.jpg)
Events and Marketing: 5 Key Metrics to Gauge Success
By Maggie Greene — February 27, 2020
![Top 5 Excel Tips](https://images.klipfolio.com/website/public/d03fad26-e27a-43f6-89b4-1f41273d0bd1/top-5-excel-tips.jpg)
5 Excel Tips and Tricks Every Marketer Needs To Know
By Jonathan Milne — October 8, 2019
![Chamberhead](https://images.klipfolio.com/website/public/20bbed51-5560-482f-b7d8-e76fe8f23c07/chamberhead.jpg)
Top cybersecurity KPIs to track for risk mitigation
By Matt Shealy — November 25, 2019
![Hero Dash](https://images.klipfolio.com/website/public/81bd83de-df11-4ec6-b17e-47d3da67b35b/Hero-Dash.png)
How to use the Google Analytics 4 Query Explorer to export data
By Jonathan Taylor — June 1, 2023
![Google Sheets Blog Banner](https://images.klipfolio.com/website/public/2ab84d48-d60e-4e2a-91d5-ec3aa585dc13/google-sheets-blog-banner.png)
Google Sheets: Best practices to prepare your data for publishing in your dashboard
By Monique Almeida — October 23, 2017
![Workflow Diagram Blog Banner](https://images.klipfolio.com/website/public/937197bc-6027-4610-81ee-16ad51883470/Workflow-Diagram-Blog-Banner.jpg)
From Undone to Done: The Essential Guide to Workflow Diagrams
By Marisha Sesto — February 21, 2019
![High Value Vs Undesirable Backlinks](https://images.klipfolio.com/website/public/25c97ce2-fb86-46b7-886c-164e9b06b4a5/high-value-vs-undesirable-backlinks.jpg)
High-value vs. Undesirable Backlinks: 8 Tips that Lead to Big Business
By Lisa Hughes-Nielsen — October 2, 2018
![Work from Home Metrics 1](https://images.klipfolio.com/website/public/47732993-75e3-44ce-b8db-57b5422a3b31/work-from-home-metrics-1.jpg)
How to manage and track team productivity while working remotely
By Mitch Dupuis — March 18, 2020
![Build Hubspot Funnel Marketers 1](https://images.klipfolio.com/website/public/3590373f-dfef-4e40-9504-9a0c7e8a5428/build-hubspot-funnel-marketers-1.jpg)
How to quickly build a HubSpot lead funnel for Marketers
By Mitch Dupuis — March 20, 2020
![Ux Research](https://images.klipfolio.com/website/public/eb8fed2e-219a-4d5c-98c2-9e74590ca8bc/ux-research.jpg)
How to structure UX research
By Tomasz Ogrodzinski — June 22, 2017
![How to Company Properties](https://images.klipfolio.com/website/public/8f39d5f2-8494-45ad-a73b-3028b9641b12/how-to-company-properties.jpg)
Klipfolio Partner How-To #2: Company Properties can simplify client set-up
By Stef Reid — July 31, 2018
![How To](https://images.klipfolio.com/website/public/62b994f4-d56f-482c-9003-5ff328dd7504/how to.jpg)
Klipfolio Partner How-To #1: Duplicating dashboards across client accounts
By Stef Reid — July 5, 2018
![Continuous Delivery](https://images.klipfolio.com/website/public/cceb37f0-0aee-4f2f-a61a-38c9fa379b75/continuous-delivery.jpeg)
How to ensure quality in continuous delivery
By Ali Pourshahid — August 17, 2017
![Key Business Metrics](https://images.klipfolio.com/website/public/8e380743-d24a-436f-9da9-c67ddf717738/key-business-metrics.jpg)
How to establish key business metrics
By Jonathan Milne — June 20, 2017
![Visually Appealing Marketo Dashboards](https://images.klipfolio.com/website/public/3c27779f-72e0-4d6f-ba38-7ef11b909a60/visually-appealing-marketo-dashboards.jpg)
Create visually appealing, automated dashboards using Klipfolio
By Nicholas Manojlovic — March 15, 2016
![Identify Key Performance Indicator](https://images.klipfolio.com/website/public/b6e77841-ae70-47a3-b0b8-b220b48f2454/identify-key-performance-indicator.jpeg)
How to identify your KPIs
By Jonathan Taylor — July 25, 2017
![Misleading Dataa](https://images.klipfolio.com/website/public/dea5082a-dfff-47c0-875c-434899c4107b/misleading-dataa.jpg)
Misleading Statistics & Data: How To Protect Yourself Against Bad Statistics
By Hassan Ud-deen — March 30, 2020
![Head Top Paid](https://images.klipfolio.com/website/public/cd9df152-9246-4302-9f86-4ed44078400e/head-top-paid.jpg)
Top metrics to monitor for digital ad campaigns
By Erik van Dorp — March 5, 2020
![Product Led Metrics Header](https://images.klipfolio.com/website/public/9609d2b3-86f7-4e86-b95c-f844b2fe96c6/product-led-metrics-header.jpg)
25 Metrics to Track in a Product-Led SaaS Company
By Allan Wille, Co-Founder — March 11, 2020
![How to Use Marketo Data to Build A Dashboard Your Team Can Monitor Blog Banner](https://images.klipfolio.com/website/public/283971aa-a1fe-4b1b-a1e1-4b72f57b4c85/how-to-use-marketo-data-to-build-a-dashboard-your-team-can-monitor-blog-banner.jpg)
How to use Marketo data to build a dashboard your team can monitor
By Phil Gamache — February 9, 2018
![Customer Relationships Banner](https://images.klipfolio.com/website/public/0626add6-1f73-4029-b302-b8a3b2d5b581/customer-relationships-banner.jpg)
Why building customer relationships is so important
By Jonathan Milne — October 1, 2019
![Cheat Head](https://images.klipfolio.com/website/public/5ab2624f-e703-4caf-8731-214929ef8ebd/cheat head.jpg)
The Ultimate Klipfolio Cheat Sheet
By Mitch Dupuis — May 2, 2019
![4 Steps to Designing A Dashboard that Inspires Action](https://images.klipfolio.com/website/public/8d0f8c66-8e3b-42f5-a59c-b70cb2de6fc3/4-steps-to-designing-a-dashboard-that-inspires-action.jpg)
4 Steps to Designing a Dashboard That Inspires Action
By Mitch Dupuis — December 20, 2017
![5 Okr Hacks Blog](https://images.klipfolio.com/website/public/5209326c-3087-409a-9030-537abe61b926/5-OKR-Hacks-Blog.jpg)
5 Hacks to Writing "Measure What Matters" OKRs
By Brett Knowles — November 27, 2018
![Instant Metrics Powermetrics](https://images.klipfolio.com/website/public/85c320d3-89d0-41e1-95e6-97052f2237fb/instant-metrics-powermetrics.jpg)
Start your analytics journey with instant metrics
By Jonathan Taylor — June 8, 2022
![Kpi Management](https://images.klipfolio.com/website/public/c3ef2549-745a-4bb3-a261-a4a5da5e404b/kpi-management.jpg)
The basics of KPI management
By Jonathan Taylor — February 4, 2019
![Popular Metrics Header](https://images.klipfolio.com/website/public/2ee016e3-74aa-46e2-b754-44f73da60f31/popular-metrics-header.jpg)
13+ Marketing Metrics You Need to Track in 2024
By Anneka Burrett — December 25, 2021
![Metric Hq](https://images.klipfolio.com/website/public/b73d8b8d-e572-46e3-a1c0-dbdd58d21b2b/MetricHQ.png)
Unlock Data-Driven Decisions with ChatGPT & MetricHQ
By Nicolas Venne — April 3, 2023
![Kpi Target](https://images.klipfolio.com/website/public/08bc74ac-19c8-4cb0-9c1e-005e35c523e2/kpi-target.jpg)
How to set actionable KPI targets
By Jonathan Taylor — July 5, 2017
![Google Analytics 4 Dashboard with Klipfolio Klips](https://images.klipfolio.com/website/public/6ca810e2-cb7f-4e16-93cb-ab0d39e70820/image.png)
How to Build Google Analytics 4 Dashboards in Klips
By Jonathan Taylor — June 6, 2023
![Cmo Dashboard](https://images.klipfolio.com/website/public/98974264-f821-484f-af96-28b83aa0fc78/cmo-dashboard.jpg)
Real-time dashboards: Actionable data insight for CMOs
By Elias Crum — September 6, 2018
![Lightning Talks](https://images.klipfolio.com/website/public/9517c87c-6167-4ec9-80d7-0551078a4571/lightning-talks.jpg)
Build a knowledge-sharing culture with Lightning talks in six easy steps
By Ali Pourshahid — May 25, 2016
![Software Dev Manifesto](https://images.klipfolio.com/website/public/ae86ca9d-b45d-45f0-a497-af03b6bf9a85/software-dev-manifesto.png)
A Software Development Manifesto
By Ali Pourshahid — April 28, 2016
![Marketers Guide to Apis](https://images.klipfolio.com/website/public/e71661d5-b658-44f3-85a5-ce4b7584269b/marketers-guide-to-apis.jpg)
The marketer's guide to APIs
By Jonathan Taylor — June 28, 2017
![Digital Marketing Agency Dashboard](https://images.klipfolio.com/website/public/defd084f-736b-4cb7-9c4b-4619e60f3881/digital-marketing-agency-dashboard.jpg)
How digital marketing agencies can leverage business dashboards
By Cameron Conaway — July 6, 2017