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

Why duplicate dashboards across client accounts?

If you manage multiple client accounts, rebuilding the same dashboard from scratch for each one wastes time you don't have. Klipfolio Klips lets you clone dashboard designs across accounts, so each client gets their own version with their own data, without you starting over every time.

This is especially useful for Partners who use a consistent reporting structure across clients. Build it once, distribute it everywhere.

How to duplicate a dashboard to a client account

1. Log into Klipfolio Klips and click Clients in the left-hand nav.

   

2. Sign in as an administrator for the client account you want to set up.

   

3. Click on the Dashboards section.

   

4. With the Dashboards section selected, click Import in the top right corner.

   

5. Search for the dashboard you want to import, check its box, and click Next.

   

6. A window will list the Klips and data sources tied to that dashboard. Click Import Now to proceed.

   

7. Click on the dashboard you just imported.

   

8. Click Add to My Dashboards. From here, connect the client's data sources to the dashboard. You're ready to go live.

   

Keeping client dashboards up to date

Once you've distributed a dashboard template to client accounts, pushing updates takes less effort than you might expect.

• Formula changes: If you update formulas in an original Klip after importing, use Update Client Instances to push those changes to all affected client accounts at once.
• Data source changes: Re-import the relevant Klips. Importing creates a fresh copy of the asset, so import whole dashboards rather than individual Klips or data sources wherever possible. That way every client gets the full set of updates in one step.

To learn more about importing dashboards and managing client instances, visit the Klipfolio Help Center.