The flexibility you want, the data you need.
Build an Excel dashboard with Klipfolio
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?
- Connect your data. Upload your Excel spreadsheet to Klipfolio with built-in integration.
- Select your metrics. Figure out what’s important for you and your team to track.
- Design your dashboard. Customize your visualizations, change colors, and add some indicators.
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.
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.
Create custom data visualizations
Use the Klip Editor to design and build custom visualizations using your Excel spreadsheets.
Use pre-built metrics for your excel dashboard templates
Assemble an Excel dashboard by selecting pre-built sample metrics from the Klip Gallery.
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.
Sample: Lead to Win Conversion
Use a line chart to track your lead to win conversion rate over time.
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.
Sample: Monthly Account Retention Rate
Reach your Monthly Account Retention Rate target and compare it to the trend.
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.
Sample: Qualified Lead to Win Conversion Rate
Reach your lead to win conversion rate target and compare it to the trend.
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.