How To Blogs

A collection of our most recent articles on How To

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

4 Steps to Designing a Dashboard That Inspires Action

So you’re ready to build your first dashboard. Great! Check out these 4 easy steps to design an...

Mitch Dupuis- December 20, 2017

The magic of mashing plan data with actual results in your near realtime Klipfolio dashboard

A good plan spreadsheet answers the question, “How are we going to hit our company targets this...

Rupert Bonham-Carter- December 18, 2017

Google Sheets: Best practices to prepare your data for publishing in your dashboard

Depending of your business and the information systems that you use, your data can be in many...

Monique Almeida- October 23, 2017

Building custom HubSpot reports and dashboards with Klipfolio

HubSpot’s a leading sales and marketing platform, used by thousands of SMBs around the world. But...

Seth Epps- October 16, 2017

Four steps to becoming a confident presenter

Does making a presentation in public make you nervous? Here’s how I got over my fear.

Allan Wille- October 5, 2017

5 steps to setting up a recommender system

Need help dealing with information overload? A recommender system is a filter that will help your...

Shaughn Finnerty- September 11, 2017

How to ensure quality in continuous delivery

Looking to reconcile speed and quality when it comes to continuous delivery of software releases?...

Ali Pourshahid- August 17, 2017

How to identify your KPIs

KPIs do not begin to impact your business until the moment you've identified which ones are most...

Jonathan Taylor- July 25, 2017

How to set up a TV dashboard that drives better decisions

Setting up a TV dashboard for your office need not be an expensive hassle. Here's how to do it.

Jonathan Taylor- July 17, 2017