Learn how to build using our blogs

Klipfolio has hundreds, yes hundreds, of blogs on a wide range of topics. To make searching for tutorial-based pieces easier, we've compiled all of relevent content that will help you along your Klipfolio journey.

No matter your abilities within Klipfolio, there is guaranteed to be something helpful for you here. So grab a coffee, sit back, and absorb some knowledge!

How To

Excel Tips: Woman working with Excel on a laptop with colourful rug

5 Excel Tips and Tricks Every Marketer Needs To Know

Excel is the most widely used spreadsheet platform out there, making it essential to nail down some...

Building Customer Relationships - Uplifting sign on a white brick wall

Why building customer relationships is so important

Companies can’t simply rely on delivering a top-notch product or service anymore. Learn how to...

The Ultimate Klipfolio Cheat Sheet

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

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...

man writing on white board

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...

Proposal Writing

How to write a proposal

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

Continuous Learning Culture Banner - Woman picking up a book

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...

shopping cart

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...

Desk with glasses and keyboard

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...

OKR is a performance management tool that works

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...

Best Web Analytics Tools

Best Web Analytics Tools List

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

High-Value vs. Undesirable Backlinks

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...

The KPIs of personal financial success

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....

CMO Dashboard

Real-time dashboards: Actionable data insight for CMOs

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

Building a Killer Salesforce Dashboard - An Ultimate Guide Banner

Building Your Salesforce Dashboard - An Ultimate Guide


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

Company Properties

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...

But, first coffee

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-...

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

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

kpi management

The basics of KPI management

Managing KPIs is a critical part of every growing business. Here's what KPI management is, and tips...

personal kpis

How to set your own personal KPIs

Personal KPIs come in as many forms as we choose. Here's how to think about setting your own...

Best Practices

5 BI Trends in 2019 - Two people walking down a modern purple and blue hallway

5 Trends in Business Intelligence

As technology advances, the landscape of Business Intelligence evolves. What are the the Business...

Data modelling techniques - Code written in yellow and turquoise

6 Data Modeling Techniques For Better Business Intelligence

Boost your business results with the best data modeling techniques to gain key insights into what...

person on tablet

Planday tracks top SaaS KPIs with new dashboard technology: PowerMetrics

SaaS company uses new dashboard features to monitor KPIs.

lizard jumping over a gap

Mind the gap: how to conduct a gap analysis that propels your business forward

Did you know? A gap analysis is the process of identifying where your team is versus where it wants...

The Biggest Klipfolio Update Ever - Woman working on a laptop with a metric on screen

It's not about the database. It's about you. The biggest Klipfolio update ever.

To help everyday people succeed with data, Klipfolio has implemented it's biggest update ever:...

Why you need to become a data storyteller banner

Why you need to become a data storyteller

Becoming a data storyteller is the best way to package your data so that it is accessible,...

What does it mean to have a data-driven mentality?

Our client said her team began using our dashboards to cultivate a mindset throughout the fabric of...

Make Better Decisions

How smart businesses are making better decisions

Data visualization applications such as Klipfolio are transforming the way in which we view, and...

BI Business Analytics

What is Business Intelligence and Analytics? And What's the Difference?

Smart businesses understand that goal setting is a critical element to...

KPIs

cockpit

The mistakes companies make when setting KPIs

Avoid making these mistakes when setting your company KPIs.

server metrics

GCS improves accountability across every department with Klipfolio

Klipfolio is used by GCS leaders and execs to answer the questions ‘How soon can we get this...

dashboard on phone

Nakoa saves two hours a week per client on reporting with Klipfolio

Nakoa scaled Klipfolio and created dashboards for all of their clients. The dashboards include the...

Netguru streamlines company-wide KPI monitoring with Klipfolio

Klipfolio has positively impacted NetGuru’s transparency and departmental alignment.

Maximizing the Benefits of KPIs Banner - Notepad with pen and glasses

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...

Turn sales into an exciting adventure with leaderboards

In the past years, Gamification has become the major tool of improving organizations’ overall...

Top 10 Mobile Website Performance Tools Blog Banner

10 of the best mobile website performance tools

This post gives you an overview of the 10 best mobile website performance tools (both free and paid...

The Essential KPIs of Mobile Website Performance

Mobile website performance: The essential KPIs

Optimizing your mobile website performance is essential. In this post we look at how you can...

Black Friday Cyber Monday eCommerce Store Metrics

Black Friday Cyber Monday metrics for eCommerce stores

This post looks at the best metrics for measuring ecommerce success over the Black Friday Cyber...

Reddit Marketing KPIs: The ultimate guide - Banner

Reddit Marketing KPIs: The ultimate guide

This guide will help give you a sense for how to adopt KPIs that will set you up for success with...

The KPIs of personal financial success

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....

Best KPIs for Marketing Agencies

Data Driven Agency Series Chapter 1: Best KPIs for Marketing Agencies

The marketing industry is fast paced and increasingly competitive space, with today's top marketing...

Top 10 Twitter analytics metrics - Banner

The top 10 Twitter analytics metrics you need to track

The 10 top Twitter Analytics metrics that determine how well a Twitter account is performing.

linkedin analytics metrics

What Are The Top 10 LinkedIn Analytics Metrics?

LinkedIn is unique compared to Facebook, Instagram and Twitter. There’s 10 unique LinkedIn...

Teamwork Reporting

Agency Reporting: Achieving More Together

Would you agree that working in an agency is organized creative, fun chaos? Here's how agency...

The top 10 metrics for building a killer Facebook presence - Banner

The top 10 metrics for building a killer Facebook presence

It’s tricky to get effective results on Facebook with organic-only campaigns. Increasingly,...

Top 10 Instagram Analytics metrics you need to measure

Top 10 Instagram Analytics metrics you need to measure

Instagram success starts with looking at the right metrics. There are 10 top metics digital...

why are kpis important

Why are key performance indicators important?

It's easy to jump into what key performance indicators are long before understanding why they are...

kpi management

The basics of KPI management

Managing KPIs is a critical part of every growing business. Here's what KPI management is, and tips...

personal kpis

How to set your own personal KPIs

Personal KPIs come in as many forms as we choose. Here's how to think about setting your own...

Why KPIs fail

Learn why KPIs fail and how to pick ones to fail

Setting the right KPIs is critical for success. We believe that setting failure KPIs can help...

Dashboards

security camera

Using website data to predict and avoid a hacker attack

When you notice an increase/decrease in website traffic, unusual visitors and traffic to your login...

Klipfolio Ninja Help

Klipfolio Ninjas help automate real-time reporting at Curotec

After landing on Klipfolio as their dashboard solution of choice, Jason has found a way to use it...

rocket ship

Cervinodata’s 5-year partnership with Klipfolio leads to 1200% growth

Cervino uses Klipfolio in two ways: for internal reporting and for managing their client reporting.

airplane dashboard

Klipfolio helps Ascentis manage team performance using hard facts

Ascentis employees have become more ‘metrics-driven’ since the company started using Klipfolio....

jeans on a wire

Klipfolio dashboards help Laundry Jeans become faster and more efficient

Laundry uses Klipfolio dashboards mainly for tracking how close they are to achieving their company...

Why customer support should be metrics-driven

Keep every aspect of customer support in check by adopting a metrics-driven approach.

apps on phone

Cresa automates social media reporting with all-in-one dashboards

Cresa has harnessed their social media metrics with Klipfolio reporting.

PayTabs embraces a data-driven strategy with KPI dashboards

PayTabs uses Klipfolio for tracking their company-wide KPIs.

The Ultimate Klipfolio Cheat Sheet

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

three guys

Dynamic start-up decides to spice things up with new KPI dashboards

Start-up metrics on aggregated dashboards save time and effort.

man in suit

Independent consultant moves the needle for his clients with Klipfolio

Independent consultant Excel vs. Klipfolio reporting

chess board

The Realty Medics improve project management with Podio and Klipfolio

Improve your project management with Podio and Klipfolio metrics

crew block letters in office

Dashboards are the backbone of success for chat support providers

Klipfolio helps chat support teams track their key business metrics.

Trace Medical teams up with a certified expert to build world-class KPI dashboards

Data is always available in real-time for every facet of the business. A small detail that goes a...

excel alternative blog banner

The Top 10 Alternatives to Excel Spreadsheets

Microsoft Excel is expensive. From Google Sheets to Zoho, check out 10 Excel alternatives and their...

construction site silhouette

Real-time dashboards are making work life easier for an Office Manager at Resolute Recruiting

Think of data visualization like a car dashboard. When you are driving, you only really need to...

magnetic one team meeting on couches

The MagneticOne Group saves hundreds of hours per year by switching dashboard providers

These folks do not mess around. After trying out Cyfe, the group moved over to Klipfolio... Here's...

Brickshare team photo

Performance dashboards keep Brickshare on track towards meeting their business objectives

Klipfolio provides Brickshare with real-time metrics showing data like investments approved, total...

Turn sales into an exciting adventure with leaderboards

In the past years, Gamification has become the major tool of improving organizations’ overall...

marketing collateral

Real-time KPI dashboards help Gogoprint improve their NPS rating from 42% to 77% in less than one year

Sales, Customer Support, and Artwork Closing teams use Klipfolio to monitor their real-time...

VuPulse is monitoring performance on-the-fly using real-time dashboards

All of their clients want to see their data differently and Klipfolio allows them build these...

Why you need to become a data storyteller banner

Why you need to become a data storyteller

Becoming a data storyteller is the best way to package your data so that it is accessible,...

Marketing Dashboard

4 dashboards our marketing team uses to track the metrics that matter most

We use many tools and platforms to lay a foundation that supports our marketing strategy; without...

What does it mean to have a data-driven mentality?

Our client said her team began using our dashboards to cultivate a mindset throughout the fabric of...

Internal Meeting

How our Asana dashboard changed the rhythm of our meetings

Asana takes advantage of Klipfolio's REST API to boost productivity.

okr dashboard blog header

The Fundamental Klipfolio OKR Dashboard

OKRs (Objectives and Key Results) is a methodology used to encourage employee success through clear...

Design the Right Dashboard

Designing the Right Dashboard

With a simple Google search someone can find many articles about how to design a great dashboard...

The Real Time Strategy Dashboard

You cannot manage today’s business with metrics and dashboards that date back to the 1960’s, yet...

2020 business dashboard header

Making the 2020 Business Dashboard

Employees didn’t matter, product quality didn’t matter, just that sweet profit at the end of the...

Building a Killer Salesforce Dashboard - An Ultimate Guide Banner

Building Your Salesforce Dashboard - An Ultimate Guide


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

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

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

SQL dashboard

How to create a SQL dashboard that pulls in data from your database

There are a variety of ways to create dashboards by pulling in data from a SQL database. This...

Design

Red steps with data and drawings on a wall

Decisions made with Klipfolio lead to 300% growth for Venture Harbour

Venture Harbour currently uses six different dashboards, which each represent one area of focus for...

Design the Right Dashboard

Designing the Right Dashboard

With a simple Google search someone can find many articles about how to design a great dashboard...

Business Reporting Cycles

Dashboard Designing: Timeframes and Business Reporting Cycles

After writing last month's article where we considered how different time frames impact comparative...

Didn't find a blog on the topic you were looking for? We're constantly publishing new blogs, courses, and other assets to ensure we cover everything you could possibly need to know, so be sure to check back here in the future. In the intrum, check out our other learning resources, maybe your question will be answered there!