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

Why start from scratch when you can use your pre-built dashboards for multiple client accounts?

As a business managing numerous client accounts, we understand that your time is valuable (and limited!). Which is why with Klipfolio you can clone your dashboard designs across multiple accounts.

With this feature you avoid re-creating dashboards from scratch, which is especially useful for Partners who manage multiple clients and intend on using the same dashboard across different accounts, with data unique to each client.

It’s simple. Follow these steps:

1. Once you’ve logged into Klipfolio Klips click on the Clients section.
   
2. Sign in as an administrator
   
3. Once you’ve signed in, click on the Library tab
   
4. Ensure that the Dashboards window is selected and then click Import in the right hand corner
   
5. Search for the dashboard you want to duplicate and select it by checking of its corresponding box
   
6. A window will appear showing the Klips and Data Sources that live in the selected dashboard. Proceed to the next step by clicking Import
   
7. Click on the dashboard you have imported
   
8. From here, click Add to My Dashboards. You can now link your client’s data sources to your newly created dashboard.
   
9. You’re ready to go live!

Update Client Instances makes client reporting easier

After sharing dashboard templates from your master account to client accounts, manage updates with less effort.

• If you update formulas in an original Klip after importing, push those updates to clients using Update Client Instances.
• If you change or add a data source, re-import those Klips. Importing creates a new copy of an asset. When possible, import whole dashboards rather than individual Klips or data sources so every client gets the most recent updates.

To learn more about this feature, click here.