Reporting Blogs

A collection of our most recent articles on Reporting

Seven tips for maximizing the benefits of KPIs

Are your KPIs telling you what you need to know? Are you wasting valuable time and effort...

Allan Wille- June 10, 2019

Summit CPA streamlines their processes and client deliverables with Klipfolio

Dashboards and reports geared towards Virtual CFOs.

Mitch Dupuis- June 5, 2019

Comet monitors growth KPIs using TV wallboards

TV dashbaords provide real-time analytics at a glance.

Mitch Dupuis- April 22, 2019

How Qualtry connected ActiveCampaign to track everything marketing

Klipfolio helps Qulatry know if they are on track to meeting monthly goals.

Marisha Sesto- January 14, 2019

Disciple Media streamlines their sales journey and customer experience with Klipfolio

Disciple is a community media platform that makes it easy for brands, businesses and entrepreneurs...

Mitch Dupuis- November 5, 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

Power your SaaS product reports with Klipfolio

Leveraging client accounts, dynamic data sources, company...

Juan Silva- October 17, 2018

Best Free Project Management Software

What is project management? Use this guide to find out everything you need to know about the best...

Jonathan Milne- October 11, 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

Supercharge your KPIs with OKRs

If you’ve read this blog at all over the past few years, you’ll know that we are smitten with key...

Mark Brownlee- January 26, 2018

Customer Spotlight: See how bakerMEN use Klipfolio to create 100 reports in less than two days

Tim Ceuppens is an Online Marketer at bakerMEN, a certified Klipfolio Partner from Belgium. His...

Valerie Hamilton- December 12, 2017

Use Klipfolio to Track Your Twitter Data

One of the things that has often been requested of Klipfolio is getting historical data for a...

Joshua Cohen-Collier- December 19, 2017

How I turned our company’s accounts receivable data into a dashboard that’s improving our business performance

I’m not an accountant or a bookkeeper. I’m a “Customer Loyalty Guru” at Klipfolio, which in the...

Mitch Dupuis- October 17, 2017

The top Salesforce reporting tools

There are severe limitations to reporting within Salesforce. Here's a glimpse into the top...

Jonathan Taylor- September 2, 2017

When it comes to business dashboards, let the metrics drive

Are you metrics-driven or driven-by-metrics? Versature's Tyler Cooper believes there's an important...

Tyler Cooper- August 24, 2017

How to set up a TV dashboard for free

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

Jonathan Taylor- July 17, 2017

Dashboard design: Serve yourself, not the data

It's heartbreaking to see a dashboard serve as nothing more than a data dumping ground. Here's some...

Valerie Hamilton- July 15, 2017

How to create a KPI dashboard

Creating a KPI dashboard is an iterative process that requires a bit of thought. It’s one thing to...

Jonathan Taylor- July 1, 2017

Digital advertising dashboards in the age of digital ad blocking

Research on ad blocking doesn't match the rise of fear associated with it. Still, digital...

Jonathan Taylor- June 26, 2017

What makes a good lead generation dashboard?

Lead generation dashboards come in all shapes and sizes. The best of them, however, contain the...

Jonathan Taylor- June 24, 2017