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Entrepreneurs

Keeping the company on track is tough when you don’t know what’s going on below deck. With Klipfolio you can:

  • Connect to virtually any data source behind your business, whether it lives in the cloud or on premise.
  • Leverage tons of pre-built data visualizations and dashboards for dozens of services like Google Analytics, Salesforce, Zendesk, Xero and more.
  • Build custom data visualizations and metrics based on one or multiple data sources.
  • View dashboards on laptops, TVs and mobile devices.

Executive

Monitoring the health of your business can be challenging without a real-time view into how you’re performing across departments. With Klipfolio, you can have:

  • Real-time visibility into the product, growth and efficiency metrics that signal the health of your business.
  • A single view into how you’re performing across departments.
  • An easy way to report on business progress to external stakeholders.

MRR & Accounts Dashboard

Executive Reporting Dashboard

"Klipfolio makes me feel in control. I know what is going on with my business at all times - even when I’m not in the office.

- Jonathan Lacoste, Co-Founder and President at Jebbit

Marketing

Juggling the demands of optimizing digital marketing campaigns, and reporting on the results of those campaigns? With Klipfolio, you can:

  • Set- up your own digital marketing command center to monitor data and metrics across dozens of web services, channels and campaigns.
  • Quickly see campaign opportunities and challenges as they arise, instead of after the fact.
  • Easily share dashboards and data visualizations to discuss insights with your team, or to report up and across your organization.

Google Analytics Daily Overview Dashboard

Social Media Command Centre

Demand Gen Dashboard

Web Metrics Dashboard

Facebook Engagement Dashboard

Adwords Keyword Performance Dashboard

Facebook Ads Overview Dashboard

“I love that the team doesn’t have to spend time downloading and manipulating CSV files anymore. Klipfolio’s continued commitment to releasing new integrations in addition to extensibility with custom data sources makes it the obvious choice for all of our dashboarding needs.”

- Mike King, Managing Director at iPullRank

Sales

Bet you’re underserved by inflexible sales dashboards tied to your CRM. With Klipfolio, you can:

  • Build custom dashboards from the ground up, with data flowing through the CRM or marketing automation platform of your choice.
  • Adjust targets, indicators, data visualizations and dashboard layouts to suit your sales process, pipeline and culture.
  • Show current performance metrics against results for similar time periods in the past (‘Today vs. Yesterday’, ‘This Week vs. Last Week’ etc.).
  • Share dashboards among the sales team, or across the organization if you so choose, via wall-mounted TVs.

Monthly Sales Board

Sales Team Leaderboard

Retention

Spending hours each week breaking down the numbers on customer activity, satisfaction, and at-risk accounts? With Klipfolio, you can:

  • Build customer loyalty and retention dashboards based on multiple data sources like Salesforce, Marketo, Mixpanel, Zendesk, Xero and SurveyMonkey.
  • Visualize many layers of data at once to get a holistic view of accounts, and to quickly see your biggest at-risk customers.
  • Report on the health of your accounts in seconds, by publishing a dashboard as an image or pdf, or by sharing a private url.

Account Health

Customer Retention

Support

Struggling to match fluctuating customer support demands with the right staff and docs? With Klipfolio, you can:

  • Connect to data sources like Zendesk, Desk, Olark, Intercom, Pingdom, New Relic and more.
  • Leverage pre-built data visualizations for common KPIs like Number of Tickets and Average Response Time, or build your own.
  • Build dashboards giving you a single view into all facets of your customer support system, from the stability and performance of your product, to the number of open chats and tickets, to the traffic your various support docs and demos are receiving.

Zendesk Tickets Dashboard

Olark Support Stats Dashboard

Knowledge Base Dashboard

Development

Finding it hard to track critical issues, WIP and average cycle time, simultaneously? With Klipfolio, you can:

  • Connect to data sources like GitLab, GitHub, Pingdom, New Relic, and your own API
  • Build dashboards that give you a consolidated and real-time view into your software development pipeline, helping you reduce response time to customer issues, and reduce time to new releases."

Work Items Dashboard

Dev Metrics Dashboard

UX

Looking for better ways to monitor and share UX KPIs like A/B test results, daily active users, task completions, and funnel efficiency? With Klipfolio, you can build dashboards that pull in data from Mixpanel, online surveys, Trello and Basecamp, and directly from your own API, so you and your team have an easy way to measure UX improvements, and share them across the organization.

UX Operations

UX AB Test