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 simplest of terms means I’m responsible for keeping our customers happy. I care about our accounts receivable because in many cases overdue accounts are a lagging indicator of customer dissatisfaction. Here's a post about how I built an AR dashboard in Klipfolio.

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Building custom HubSpot reports and dashboards with Klipfolio

HubSpot’s a leading sales and marketing platform, used by thousands of SMBs around the world. But if you’re a HubSpot user, you’ve likely run into some challenges with respect to visualizing, reporting and actioning HubSpot data. In this post we’ll flesh out some of these core challenges, and tell you how you can address them with Klipfolio.

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Customer Spotlight: See how Spoonity helps quick service restaurants with customer loyalty

Spoonity CEO & Co-Founder Max Bailey, is a serial entrepreneur who is passionate about helping restaurants grow and attract new customers. He’s especially motivated to reach younger generations by focusing on marketing operations, data analysis and resource management. In just 6 short years, the team at Spoonity have helped restaurants complete over 10 million transactions.

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Four steps to becoming a confident presenter

Does making a presentation in public make you nervous? Here’s how I got over my fear.

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Why Klipfolio is a great place to work: Our interns tell their stories

Want to know if your company is a great place to work at? Ask your interns. Here’s what Klipfolio’s interns had to say about their recent experience with us.

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Customer Spotlight: How Canadian powerhouse Jobber uses dashboards

For those of you who aren’t familiar with Jobber -- they are the technology backbone for home service businesses. Their software helps service based business with quotes, scheduling, invoicing, and payment collection. Tens of thousands of lawn care, maid service, plumbing, and other home service professionals use Jobber to run the day-to-day aspect of their businesses. In this post, we shine a light on the Canadian powerhouse and learn how they use dashboards.

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