klipfolio - dashboard

What is Klipfolio?

Klipfolio is a cloud app for building and sharing real-time business dashboards on web browsers, TV monitors and mobile devices. Klipfolio helps you stay in control of your business by giving you visibility into your most important data and metrics, wherever you are.

What data sources can I connect to Klipfolio?

Virtually any data source you’ve got, on premise or in the cloud. From web services, to files stored on your computer, servers, or in your data warehouse, Klipfolio’s simple, flexible data architecture enables you to connect to all the data you care about.

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Need data from a Cloud Application?

Klipfolio supports direct connections to over 100 cloud applications like Facebook, Twitter, Moz, Pingdom, Salesforce, Marketo, Google Analytics, Google Adwords, Xero, HubSpot and more. Browse all the web services we support in our Integration Gallery.

Browse all the web services we support on our Integrations page.

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Need data from your computer or a file sharing service?

Connect your Klipfolio dashboard with Excel, CSV and XML files from your computer, and FTP and SFTP files from your server. You can also connect to data via DropBox, Box, and Google Drive file sharing services.

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Need data from a database?

You can connect your Klipfolio dashboard with MSSQL, MySQL, Oracle Thin, Oracle OCI, Sybase SQL Anywhere, PostgreSQL, Firebird and DB2.

Don't see your service here? No problem!

In fact, we’re aware of over 400 services that our customers have connected to. You can learn more about all the data source integrations we support here.

How can I connect my data to Klipfolio?

Multiple ways. You can upload computer files the old fashioned way, pull in data from web services like Facebook and Google Analytics, push in data from API, or as an email attachment, and access data from databases and servers.

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Ways to Connect

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Upload a file

Upload an XML, Excel, CSV, or JSON file the old fashioned way

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FTP/SFTP

Access data on your servers with our FTP/SFTP connector

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SQL Query

Pull in data from your databases with our SQL connector

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Pre-built Web Services

Use pre-built REST/URL connectors to popular web services like Facebook, Google Analytics and Salesforce

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Open Web Services

Leverage our open web services connector to bring in data from hundreds of services we don’t currently have pre-built connections to

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Email Attachment

Update a data source via a file sent as an email attachment

I don’t see a pre-built connector for my data source, can I still connect it to my dashboard?

We have an open API connector that provides access to 100s of other services for which we don’t currently have a pre-built connector. In fact, we're aware of at least 439 services that customers have connected to. Learn more about these data source integrations here. If you have a question about a data source you don't see listed here, drop us a line and we'd be happy to help.

Is data refreshed automatically? How often does my data get refreshed?

By default, all web accessible resources are set to automatically refresh every 30 minutes, but you can boost that up to every minute for real-time data sources. If Klipfolio detects a change in your data, your dashboard will automatically update. And you can always leverage the Klipfolio API to automate the retrieval of any other data source.

How do you get my data to my dashboard? Where does my data live?

Your data sources (data endpoints) live outside of Klipfolio, in the cloud or on premise (on your hard drives and servers, or in a data warehouse). You create connections with your data sources within Klipfolio, defining what slices of data you want to pull into the application, and how often.

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Within Klipfolio, you create connections with your data sources that live outside of Klipfolio, defining (with queries) what slices of that data you’d like to bring into Klipfolio, and how often.

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The results of your data queries are temporarily stored in your Klipfolio library (which is stored in Klipfolio’s database), until it's time for that data to be refreshed.

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You can transform the data sets you bring into Klipfolio, combining data sets, and manipulating them with Excel like formulas and math functions.

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When it's time for a data source to be refreshed, the latest data will be pulled into your Klipfolio data library from your data source, ensuring that your data visualizations and dashboards always reflect current data.

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Hover over the chart to see it in action

Is data refreshed automatically? How often does my data get refreshed?

By default, all web accessible resources are set to automatically refresh every 30 minutes, but you can boost that up to every minute for real-time data sources. If Klipfolio detects a change in your data, your dashboard will automatically update. And you can always leverage the Klipfolio API to automate the retrieval of any other data source.

How do I build ​charts and visualizations in my dashboard?

You can quickly add pre-built data visualizations and dashboards, build your own data visualizations from scratch, or edit pre-built data visualizations and dashboards, to make them your own.

What pre-built data visualizations are available?

Over 300 pre-built metrics and data visualizations are available to you in the Klip Gallery, our popular library of pre-built data visualizations for popular web services like Google Analytics, Moz and Twitter (see all the web integrations available in the Klip Gallery). Adding a data visualization from the Klip Gallery is quick and easy: you find the service you’d like to connect to in the gallery, pick a pre-built data visualization, then authenticate the connection with your user credentials, to add the data visualization to your account. Learn more about the Klip Gallery.

How can I build my own data visualizations and dashboards?

Klipfolio gives you all the tools you need to build your own data visualizations and dashboards, from the ground up. This is one of our big differentiators from other cloud dashboard service providers, which tend to offer a library of pre-built widgets that are hard-wired to particular cloud services (to build something custom, you’ll likely need to hire a developer to help write the code for you).

Here are five things you need to know about Klipfolio’s Klip Editor:

  1. The Klip Editor is powerful
  2. klipfolio - business dashboard data visualization editor

    Our editor packs a punch. It can look complicated, and sometimes it is, so you will need to invest time learning the tool, but doing so will unlock near limitless possibilities. We have awesome tutorials, videos and documentation online, as well as an incredible support team eager to answer your emails, instant messages or calls.

  3. You can transform your data, with Excel like formulas and basic math
  4. Not every data set is ready to be used in a data visualization. Sometimes you'll want to extract additional insights, or slice and dice a data set in a very specific way. In the Klip Editor you’ll have familiar functions, logic and formulas at your disposal, so you can manipulate your data any way you want. Learn more about formulas and functions.

  5. You can combine data sources and data formats, to build more accurate KPIs
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    In the Klip Editor, you have the power to combine multiple data sources, even if they're in different formats like XML and CSV. This allows you to “mash up” unique data sources, to create insights that are fine-tuned for your business. For example, you can mash up a Google Analytics data source with a Salesforce data source, to create a custom KPI that relates web traffic to leads, trials or sales. And you can get as granular as your data sources allow.

  7. You have a variety of data visualization templates to work with, and many ways to customize them
  8. What data visualizations can I use?

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    Klipfolio includes 15 different types of visualizations so you can choose a visualization that will have the maximum impact on your dashboard.

    What components of data visualizations are customizable?

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    Each visualization has its own customizable properties that you can edit and modify in the Klip Editor. You can change the output format of the data, change the colour or style of a chart, or edit the labels associated with your visual.

    Targets and Indicators

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    What happens when a metric drops below a certain threshold? You can set up conditional thresholds that, when triggered, cause a reaction that makes your dashboard demand your attention. It's not about when the numbers are bad, either; set up indicators to show your team when they've hit a goal so you can celebrate the victory.

    Conditions and Reactions

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    The indicators system is designed for ease-of-use. Simply set up a condition, such as X is greater than Y, and then set an appropriate reaction, such as displaying a big red warning icon. You can even add multiple conditions and reactions to cover all your bases.

  9. Anyone can build data visualizations in Klipfolio, without code or IT support
  10. Klipfolio’s dashboard software is designed to empower you (as in everyone) with the ability to build custom visualizations without writing code. If you can use Excel formulas, you can use Klipfolio's editor.

    Our editor is very powerful – and like other powerful tools – you will need to invest time learning the tool. We have awesome tutorials, videos, documentation, as well as online, email, and phone support from our success team.

How can I share my Klips and dashboards?

Pretty much however you’d like, within your organization, and with the public (should you like to), and you have the option to share in real-time, or periodically.

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Here are few ways to share your Klips and dashboards

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Add Users

Add dashboard users to your account

How many users can I add to my account?

Whether your organization needs 1 seat or 1,000 (or 10,000+), we can handle it. Our user and group management model is inherently scalable and simply managed. Learn more about pricing.

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Published Links

Publish links to your dashboards

What are Published Links?

You can share your dashboards with others by publishing links that provide view-only access. Publishing a link to your dashboard makes your dashboard accessible to people outside your account.

When publishing a link to your dashboard, you choose from the following options:

  • Make it public and available via search
  • Make it available to anyone with the link
  • Make it available to anyone with the link and a password

Learn more about Published Links.

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Automated Emails

Set-up automated email reports for individual Klips

Can I automate dashboard reports?

Yes you can. You can set-up regular email reports based on individual data visualizations or entire dashboards. Schedule emails to go out to specific people, at specific times, and with what frequency.

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PDF Reports

Send PDF or image dashboard reports as email attachments

What reports can I generate?

A variety of reports can be generated based on individual data visualizations, or entire dashboards. Data visualizations and dashboards can be downloaded as an image or as a PDF (great for presentations and printed reports), and easily attached to an email. You can also schedule regular emails to be sent, with daily dashboard snapshots, for example.

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Wallboards Display

Display your dashboards on office wall boards

How can I display my dashboards on office wall boards?

You can set your dashboards to ‘full screen TV mode’ within Klipfolio, and display them on office wall boards and monitors via Airtame, Chromecast or Rise Vision. Multiple dashboards can be set up to display on rotation. Using wallboards to highlight your metrics is a great way to keep your team’s data-driven and ensure that you never lose sight on your performance.

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Embeding

Embed individual Klips or dashboards on webpages

Can I embed data visualizations and dashboards on my website or private intranet?

You can embed individual data visualizations or entire dashboards with your website or host application, and the embed will look seamless. Use our simple drop down menus to adjust the size and look of the data visualization you want to embed, then generate the embed code with a click of a button, and drop it into your web page’s HTML.

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Annotation

Annotate individual Klips within a dashboard to communicate

Does Klipfolio support in-app messaging or other forms of in-app communication?

Klipfolio doesn’t support in-app messaging, but it does enable users to annotate individual Klips and dashboards, to collaborate and share insights.

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Slack

Share with Slack users or channels

Can I share my data visualizations and dashboards via Slack?

Yes you can! Once our Slack integration is enabled in your account settings, sharing individual Klips or dashboards with users or channels in Slack is quick and easy.

What devices can I monitor my Klips and dashboards on?

Klipfolio dashboards are designed to look great on any device, at your desk, in your boardroom or on the go. Set up your wall-mounted TVs to display a series of dashboards on rotation, access the entire application on your tablet, or enjoy a streamlined dashboard experience on your mobile phone, with Klipfolio for iPhone and Android.

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On the go? Get 24/7 access to your most important dashboards using Klipfolio for iPhone and Android.

How do you protect my data?

We use multiple safeguards to protect the availability, confidentiality and integrity of your information, including ID and password encryption, HTTPs and SSL, and dashboard access controls which can be set by users with different privileges.

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How does my data get transmitted to Klipfolio?

Your data is transmitted to Klipfolio via HTTPS, which is the secure version of HTTP, the protocol over which data is sent between your browser and the website you’re connected to. The 'S' at the end of HTTPS stands for 'Secure'. It means all communications between your browser and the website are encrypted.

Connections to Klipfolio’s web server are through secure socket layer/transport layer security (SSL/TLS).

Where does Klipfolio store my data?

Your data is stored on Klipfolio servers that are hosted with Rackspace, a top-tier hosting and cloud storage provider. Rackspace adheres to multiple standards and certifications, meeting or exceeding the security needs of the fortune 1000. Recently used data is stored in a cache on our servers (we do not accumulate refreshed data or back it up).

We understand that not every organization is ready to move data into the cloud today; you may face regulatory restrictions that prevent you from doing so. In these instances you can enable a data store in Klipfolio to retrieve data from a remote location of your choice.

How does my data get transmitted between third party applications like Google and my Klipfolio dashboard?

All data is transmitted via HTTPS. To enable Klipfolio to access your data from third party web applications like Facebook and Google, you will be asked to authenticate your credentials with them, and to give Klipfolio permission to retrieve data on your behalf. User authentication, data source authentication and data from data source authentication are all encrypted.

How does Klipfolio secure my data?

ID and Password fields associated with data source connections are encrypted. Your password is never shared outside of the application, and Klipfolio Customer Success reps (CSRs) can only login to your account if you’ve granted Support Access in your account settings.

How can I secure my data with Klipfolio?

A number of additional safeguards are available to Klipfolio customers, including the ability to manage user and group access, editing rights and administration rights. Built-in and custom roles can be assigned to users to control permissions and restrict access to certain features. Password strength and limitations on login attempts are also configurable.

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Roles

Roles and permissions allow you to assign users specific roles based on their intended dashboard usage. Assign roles such as "Administrator," "Editor," and "View-Only." You can even create your own custom roles for special use-cases.

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Groups

To keep user management simple, data and dashboard access is set at a group level. Add users to groups to govern what they can and cannot see or edit.

Get a dashboard demo

Get a personalized demo of Klipfolio with one of our dashboard experts.

Get a demo

Register for a workshop

Join one of our live workshops to learn the ins and outs of building dashboards in Klipfolio.

Join a workshop

Ready to build your own dashboard?

Start building dashboards for your team and your clients.