How To blogs
A collection of our most recent articles on
The magic of mashing plan data with actual results in your near realtime Klipfolio dashboard
By Rupert Bonham-Carter — December 18, 2017
Mastering the funnel: Mapping your customer’s journey to revenue growth
By Allan Wille, Co-Founder — April 12, 2019
What you should measure in employee performance reviews
By Matt Shealy — February 3, 2020
How To Establish The Best Social Media KPIs
By Tilo Kmieckowiak — February 23, 2017
Best Web Analytics Tools List
By Jonathan Milne — October 10, 2018
Building custom HubSpot reports and dashboards with Klipfolio
By Seth Epps — October 16, 2017
A guide to building dashboards with Zapier and Klipfolio
By Stephen Yates — March 3, 2016
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: OKR is a performance management tool that works
By Ali Pourshahid — October 17, 2018
The KPIs of personal finance: How to measure your personal financial success
By Mark Brownlee — September 11, 2018
How to set your own personal KPIs
By Jonathan Taylor — April 30, 2019
How to prepare a killer package for your board
By Allan Wille, Co-Founder — June 17, 2016
How to write a proposal
By Stef Reid — February 5, 2019
Why a learning culture is important – and why your organization needs one
By Ali Pourshahid — January 18, 2019
5 steps to setting up a recommender system
By Shaughn Finnerty — September 11, 2017
How to run a successful hackathon in 7 steps: A Development Manager’s guide
By Ali Pourshahid — February 23, 2016
The Ultimate Guide To Perfecting Your SaaS KPIs and Metrics
By Marisha Sesto — August 13, 2018
Boost these top 3 SaaS KPIs with marketing automation
By Phil Gamache — June 27, 2017
How to build a Sales Team Leaderboard
By Marisha Sesto — June 19, 2018
Building Your Salesforce Dashboard - An Ultimate Guide
By Katya Zeisig — August 15, 2018
Dashboard journalism: A beginner’s guide
By Mark Brownlee — April 4, 2018
How to set up the Google Analytics-Search Console Integration + 3 key SEO benefits
By Jonathan Taylor — March 16, 2017
Beyond Vanity Metrics: Share of Influence Vs. Share of Voice
By Jonathan Taylor — February 29, 2016
How your online advertising and eCommerce site are driving sales
By Aaron Vidas — December 20, 2018
5 Easy HTML Tags Anyone Can Code and Every Webpage Needs
By Danielle Poleski — June 20, 2016
Events and Marketing: 5 Key Metrics to Gauge Success
By Maggie Greene — February 27, 2020
5 Excel Tips and Tricks Every Marketer Needs To Know
By Jonathan Milne — October 8, 2019
Four steps to becoming a confident presenter
By Allan Wille, Co-Founder — October 5, 2017
How to generate great leads that make sense for your business
By Allan Wille, Co-Founder — May 6, 2016
Top cybersecurity KPIs to track for risk mitigation
By Matt Shealy — November 25, 2019
How to use the Google Analytics Query Explorer to export data
By Jonathan Taylor — January 14, 2022
Google Sheets: Best practices to prepare your data for publishing in your dashboard
By Monique Almeida — October 23, 2017
From Undone to Done: The Essential Guide to Workflow Diagrams
By Marisha Sesto — February 21, 2019
High-value vs. Undesirable Backlinks: 8 Tips that Lead to Big Business
By Lisa Hughes-Nielsen — October 2, 2018
How to manage and track team productivity while working remotely
By Mitch Dupuis — March 18, 2020
How to quickly build a HubSpot lead funnel for Marketers
By Mitch Dupuis — March 20, 2020
How to structure UX research
By Tomasz Ogrodzinski — June 22, 2017
Klipfolio Partner How-To #2: Company Properties can simplify client set-up
By Stef Reid — July 31, 2018
Klipfolio Partner How-To #1: Duplicating dashboards across client accounts
By Stef Reid — July 5, 2018
How to ensure quality in continuous delivery
By Ali Pourshahid — August 17, 2017
How to establish key business metrics
By Jonathan Milne — June 20, 2017
Create visually appealing, automated dashboards using Klipfolio
By Nicholas Manojlovic — March 15, 2016
How to identify your KPIs
By Jonathan Taylor — July 25, 2017
Misleading Statistics & Data: How To Protect Yourself Against Bad Statistics
By Hassan Ud-deen — March 30, 2020
Top metrics to monitor for digital ad campaigns
By Erik van Dorp — March 5, 2020
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
By Phil Gamache — February 9, 2018
Why building customer relationships is so important
By Jonathan Milne — October 1, 2019
The Ultimate Klipfolio Cheat Sheet
By Mitch Dupuis — May 2, 2019
4 Steps to Designing a Dashboard That Inspires Action
By Mitch Dupuis — December 20, 2017
5 Hacks to Writing "Measure What Matters" OKRs
By Brett Knowles — November 27, 2018
Start your analytics journey with instant metrics
By Jonathan Taylor — June 8, 2022
The basics of KPI management
By Jonathan Taylor — February 4, 2019
9 essential marketing metrics you need to track in 2020
By Anneka Burrett — February 18, 2020
Unlock Data-Driven Decisions with ChatGPT & MetricHQ
By Nicolas Venne — April 3, 2023
How to set actionable KPI targets
By Jonathan Taylor — July 5, 2017
Real-time dashboards: Actionable data insight for CMOs
By Elias Crum — September 6, 2018
Build a knowledge-sharing culture with Lightning talks in six easy steps
By Ali Pourshahid — May 25, 2016
How and why we created a local discussion group for SaaS companies
By Allan Wille, Co-Founder — April 15, 2016
A Software Development Manifesto
By Ali Pourshahid — April 28, 2016
The marketer's guide to APIs
By Jonathan Taylor — June 28, 2017
How digital marketing agencies can leverage business dashboards
By Cameron Conaway — July 6, 2017