Partner Resources - Lesson 3:

Dashboard Management

This session dives into the foundation of Klipfolio Partner accounts: building and monitoring dashboards for your clients. We will show you two of the main ways you can create and share dashboards and some of the best practices associated with these ways.

Use Instant Klips and Dashboards

Want to get something set up quickly or while you learn how to build your own?

  1. Go to clients and click Admin to the right of the client you want to build for
  2. Click the “+” to the right of Active Dashboards, this will open a blue panel
  3. Want a blank Dashboard, click orange Add a Blank Dashboard button
    • Click Add a Klip at the top of your Dashboard
    • Select Klip Gallery and add the ones you want
  4. Want to add a full Dashboard;
    • On the right hand side, under Dashboard Gallery, click More
    • Browse and once you’ve found one you like, click Get This Dashboard
Download this checklist as a PDF

How to create unique dashboards for your clients

  1. Go to clients and click Admin to the right of the client you want to build for
  2. Click Data Sources in left Nav
  3. Click Create a New Data Source
  4. Select a service from the list or if it isn’t listed try one of the core connectors to set up your data source.
  5. Model the data or click New Klip to start building
  6. Add the Klip to your Dashboard and repeat steps 2-6 as required
Download this checklist as a PDF

How to create a Dashboard template in your Parent account that you can import into Client accounts

One of the most common use cases we see is agencies and consultants who want to save time by building dashboards to use as templates for multiple clients. These templates can be imported to each of your Client accounts and then, if required, linked to their individualized data. Importing a Dashboard maintains the layout, creates copies of each Klip and the Data Sources and gives you the option to update copied Klips in all clients from the Parent.

Note: It is recommended that dashboard templates be custom built. While the pre-built gallery Klips can be imported, do not connect them prior to importing to clients.

Advanced: When you have access to data for multiple clients with a single login, such as for example Google Analytics MCC, Facebook or SQL you can create Dynamic Data Sources. This sort of data source uses the value for a specific client as a variable and can therefore leverage Company Properties to simplify import.

  1. Sign into Parent account
  2. Create the dashboard you want to import into your clients.
  3. Select Clients from the side navigation
  4. Sign in as an Admin to the client account to which you wish to add the dashboard
  5. Click Dashboards in the side navigation then click the blue Import button on the top right corner of the page
    • Note: These same steps apply for importing Klips and Data Sources as well
  6. In the first dropdown select your Parent account. Then select the Dashboard(s) you wish to import
  7. Click Next to be given a summary of the Dashboard and its associated Klips and Data Sources that are being imported
  8. Click Import Now
  9. Click the Dashboard you just imported
  10. Select Open Dashboard
  11. Don’t forget to share Dashboards with the users in the Client account!
Download this checklist as a PDF

Update Imported Klips from your Parent Account

Importing not only speeds up rolling out your custom dashboards to clients it also gives you the option to update to update all copies of the Klips at once! To make changes to imported Klips you make the change to the original in your Parent account and push these to the copies in your Client accounts.

  1. In Parent account select Klips from side nav
  2. Search for the Klip that you would like to update. You will notice a button labelled Client Instances. You can click here to reveal how many and to which Clients you have imported this Klip.
  3. Edit the Klip to apply the changes.
    • Note: If you need to modify the data source to include additional data you will need to re-import as updating instances only applies to Klips.
  4. Click Update Client Instances to push all changes you made to the Klip to all instances in your Client Accounts.
Download this checklist as a PDF

Operating from Parent to Client in this manner is a recommended best practice but does not preclude you from making changes to Klips directly in the Client’s account. Keep in mind that updating instances affects all copies and therefore to create a unique version for a specific client it is recommended to either first duplicate the imported Klip and then make all modifications to the copy or if for multiple clients create in Parent and import.

Need help?Data Hero Services can be added to any subscription, giving you access to a dedicated Klip expert who can help answer complex questions throughout your Klipfolio journey.

What's next?

White Labelling and Customization

In this lesson, we explain the different ways you can customize your Klipfolio account. We understand that maintaining brand consistency is important. Customization allows you to apply your branding and remove Klipfolio branding altogether, meaning you have the ability to create a unique experience for each of your clients.

Continue to Lesson 4: White Labelling and Customization

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