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Build an Excel dashboard with Klipfolio

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Excel Dashboard
Excel Dashboard - Logo

Excel Dashboarding

Create dashboards and data visualizations using your Excel spreadsheets. Klipfolio lets you build custom dashboards using all of your data. Combine Excel data with metrics from web services, SQL databases, and custom data sources.

How to build an Excel dashboard?

  1. Connect your data. Upload your Excel spreadsheet to Klipfolio with built-in integration.
  2. Select your metrics. Figure out what’s important for you and your team to track.
  3. Design your dashboard. Customize your visualizations, change colors, and add some indicators.
Excel Dashboard - Data Sources

Upload your Excel spreadsheets

Easily upload your Excel spreadsheets to Klipfolio to start building dashboards. You can upload files directly or use file sharing services like DropBox and Google Drive to automate data source upload.

Excel Data Dashboard
Excel Custom Dashboard - TV icon

Beautiful Excel TV dashboards

Promote a data driven culture by displaying your Excel dashboards on TVs throughout your office. Stop sending email attachments that never get opened and start showing your team the data used to grow your business.

Excel TV Dashboard
Excel Dashboard - Data visualizations

Create custom data visualizations

Use the Klip Editor to design and build custom visualizations using your Excel spreadsheets.

Why use Klipfolio and Excel?

Klipfolio's dashboarding capabilities are the perfect complement to Excel's analysis and reporting functionality. Here are a few reasons why Klipfolio works so well with Excel.

  • Version control
  • Auto update data
  • Engaging visualizations
  • Broad customization options
  • Easily connect Excel to 400+ data services

With Klipfolio, learn how to navigate Excel the way you know best, without finding yourself in a sea of overwhelming functions.

Use pre-built metrics for your excel dashboard templates

Assemble an Excel dashboard by selecting pre-built sample metrics from the Klip Gallery.

Klip Template | Excel - Sample - Customer Lifetime Value

Customer Lifetime Value

The longer customers stick with you, the more valuable they are. Monitor Customer Lifetime Value, and at the same time, compare with the historical trend.

Uses:

Klip Template | Excel - Sample: Lead Funnel

Sample: Lead Funnel

Understand the customer acquisition process from awareness to purchase.

Uses:

Klip Template | Excel - Sample: Lead to Win Conversion

Sample: Lead to Win Conversion

Use a line chart to track your lead to win conversion rate over time.

Uses:

Klip Template | Excel - Sample: LTV to CAC Ratio

Sample: LTV to CAC Ratio

Ensure your marketing spend is optimized. Track the ratio between the lifetime value of a customer and the cost of acquiring that customer against the historical trend.

Uses:

Klip Template | Excel - Sample: Monthly Account Retention Rate

Sample: Monthly Account Retention Rate

Reach your Monthly Account Retention Rate target and compare it to the trend.

Uses:

Klip Template | Excel - MRR Retention / Expansion Rate

Sample: MRR Retention / Expansion Rate

Monitor the health of your business as it grows and retains customers, and at the same time, compare with the historical trend.

Uses:

Klip Template | Excel - Sample: Qualified Lead to Win Conversion Rate

Sample: Qualified Lead to Win Conversion Rate

Reach your lead to win conversion rate target and compare it to the trend.

Uses:

Klip Template | Excel - Sample: Retention and Expansion by Month

Sample: Retention and Expansion by Month

Monitor business retention and expansion on a month-to-month basis, and keep the pulse of your business in check.

Uses: