How To Blogs

A collection of our most recent articles on How To

The Ultimate Klipfolio Cheat Sheet

Use this Klipfolio cheat sheet whenever you build. It includes top functions and components used...

Mitch Dupuis- May 2, 2019

Mastering the funnel: Mapping your customer’s journey to revenue growth

Don’t rely on past performance when planning for future growth. Give yourself more control over the...

Allan Wille- April 12, 2019

From Undone to Done: The Essential Guide to Workflow Diagrams

Curious about what a workflow is and how you can use workflow diagrams? Learn the process...

Marisha Sesto- February 21, 2019

How to write a proposal

Writing proposals is the driving force behind winning deals. In this blog, we nail down the best...

Stef Reid- February 5, 2019

Why a learning culture is important – and why your organization needs one

At Klipfolio, we believe that continuous learning is like blood in the veins of an engineering...

Ali Pourshahid- January 18, 2019

How your online advertising and eCommerce site are driving sales

Our partner, StrategyBox examined 8,800 ecommerce sites on User Experience and Conversion to help...

Aaron Vidas- December 20, 2018

5 Hacks to Writing "Measure What Matters" OKRs

We have helped over 3,000 people build their OKRs and have developed five initial hacks that we use...

Brett Knowles- November 27, 2018

Objectives and key results: OKR is a performance management tool that works

The OKR system is a performance tool that sets, communicates, and monitors goals in an organization...

Ali Pourshahid- October 17, 2018

Best Web Analytics Tools List

Decide on the best low-cost and free web analytics software with this comprehensive guide!

Jonathan Milne- October 10, 2018

High-value vs. Undesirable Backlinks: 8 Tips that Lead to Big Business

Backlinks are links from other websites that lead to your site. They signify a vote of confidence...

Lisa Hughes-Nielsen- October 2, 2018

The KPIs of personal finance: How to measure your personal financial success

Tracking your personal financial success is an important means of reaching your financial goals....

Mark Brownlee- September 11, 2018

Real-time dashboards: Actionable data insight for CMOs

As a modern Chief Marketing Officer (CMO) you’re using all kinds of marketing technology and...

Elias Crum- September 6, 2018

Building Your Salesforce Dashboard - An Ultimate Guide

Wanting to master Salesforce reporting? Look no further...

Katya Zeisig- August 15, 2018

Klipfolio Partner How-To #2: Company Properties can simplify client set-up

It is a big benefit to maintain only one set of credentials in the parent that give access to the...

Stef Reid- July 31, 2018

The Ultimate Guide To Perfecting Your SaaS KPIs and Metrics

Like most data-driven minds, you’re on the lookout for more knowledge. Why? Because in the fast-...

Marisha Sesto- August 13, 2018

Klipfolio Partner How-To #1: Duplicating dashboards across client accounts

We all know maintaining strong partnerships is crucial to a business’ success. Forming and...

Stef Reid- July 5, 2018

How to build a Sales Team Leaderboard

Friendly competition and real-time monitoring? Yes please.

Marisha Sesto- June 19, 2018

Dashboard journalism: A beginner’s guide

Journalism is changing.

Reporters used to celebrate their numerical illiteracy.


Mark Brownlee- April 4, 2018

How to start tracking historical Twitter data using Klipfolio

Learn how Klipfolio can help you get historical data out of Twitter.

Mark Brownlee- April 3, 2018

How to use Marketo data to build a dashboard your team can monitor

I’ll show you how Marketo data doesn’t have to be hard to get and your results can be much more...

Phil Gamache- February 9, 2018