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What's New

April 2024

New Feature

New role for dashboard builders

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The PowerMetrics Contributor role is designed for those who work almost exclusively with dashboards. Use it to view and share metrics and view, create, edit, share, and delete dashboards.

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Improvement

Change metric dimension names

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The option to change dimension names makes it easier than ever to compare and analyze visualizations on dashboards with shared filter controls.

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New Feature

Set the first day of the week.

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You can now select which day to use as the first day of the week for your account. Your selection applies to metric visualizations with a weekly periodicity.

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Improvement

Select a theme for published views

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When sharing a dashboard as a published view, select the theme you want it to be viewed in (Dashboard theme, Dark theme, or Light theme).

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February 2024

Update

Custom metrics for Zuora

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We've added support for Zuora in PowerMetrics. Start tracking your Zuora subscription payment data with custom metrics, built by you using our visual (and powerful) query builder!

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Update

Custom metrics for Smartsheet

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We've added support for Smartsheet in PowerMetrics. Start tracking your Smartsheet project management data with custom metrics, built by you using our visual (and powerful) query builder!

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Improvement

Table visualizations

We've added the option to wrap text in tabular charts and to define the number of wrapped rows in pivot tables.

Improvement

Customized metric icons

Add context, align similar data sources, change the look and feel of your metrics – all with customized metric icons!

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Improvement

Faster sharing!

Select multiple metrics and share them all at once.

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Update

Good news Account Admins!

You can now invite new users while sharing. For management purposes, we've also made it easier to find metrics that aren't shared with you.

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January 2024

Improvement

Improved user and group management

When inviting users, you can also update their role and add them to a group, including the new "Default" group.

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December 2023

New Feature

dbt™ Semantic Layer integration

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Deliver a streamlined metrics catalog to your business users so they can access data from your dbt Semantic Layer metrics for visualization, discovery, and dashboarding.

Accessing dbt queries for your metrics

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Need help debugging and troubleshooting dbt and SQL queries? You can now view (and, optionally, copy) queries for all your dbt metric visualizations.

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Preventing or allowing aggregation overrides

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Previously, anyone with edit access to a custom metric could change its default aggregation. Given that changing the aggregation for a metric visualization also changes the meaning of the data being shown, we've added a new setting that lets you disable or enable aggregation overrides on a per-metric basis.

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October 2023

Metric certification

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Add certified status to the metrics you've verified and want to recommend for use by others in your organization.

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Redesign for data feed refresh

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With new options for investigating and resolving data feed refresh issues, it's easier than ever to ensure your data feeds (and metrics) are always up to date.

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Download data feeds as csv files

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A new way to look at your data. Among other options, you can download data feeds as csv files when troubleshooting or to get a csv-formatted version of JSON data.

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September 2023

Advanced analysis

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Make better decisions by quickly identifying outliers in your data and predicting future metric performance.

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Share dashboard styles

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Perfected a dashboard style and want to reuse it? You can now copy and share a dashboard style's settings and apply them to your (and your team's) dashboards.

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A new way to refresh data feeds

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You can now queue one or more data feeds to refresh from your data feeds list page.

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Hide the dashboard date range

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Don't want to display the date range for specific dashboards? We've added the flexibility to toggle its display on and off.

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Viewing segmented data in charts

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When hovering over data points in segmented bar, line, area, and pie charts it's now easier to see the data that's specific to each segment. It's indicated with darker text in the tooltip and a deeper colour in the chart component (bar, column, line, area, or pie slice) across the entire date range.

August 2023

Advanced analysis

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Make better decisions by quickly identifying outliers in your data and predicting future metric performance. Learn more.

Share dashboard styles

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Perfected a dashboard style and want to reuse it? You can now copy and share a dashboard style’s settings and apply them to your (and your team’s) dashboards. Learn more.

A new way to refresh data feeds

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You can now queue one or more data feeds to refresh from your data feeds list page. Learn more.

Hide the dashboard date range

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Don’t want to display the date range for specific dashboards? We’ve added the flexibility to toggle its display on and off. Learn more.

Viewing segmented data in charts

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When hovering over data points in segmented bar, line, area, and pie charts it’s now easier to see the data that’s specific to each segment. It’s indicated with darker text in the tooltip and a deeper colour in the chart component (bar, column, line, area, or pie slice) across the entire date range.

Get ready to personalize your dashboards!

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Dashboards just got a lot more exciting. With new background colours and image options, it's easier (and more fun) than ever to tell your data story and show off your unique brand. Learn more.

Fullscreen mode - A new way to see your dashboards

We've added the ability to open dashboards in fullscreen mode. It's a great way to preview how the dashboard will look in your presentations. Learn more.

June 2023

A simpler path to custom metrics

With streamlined steps, a helpful in-app guide, and a live preview of every choice you make, you'll be building custom metrics in no time!

Quick access to your favourite dashboards

Add the dashboards you refer to most to your "Starred" list. They'll display in the left sidebar along with your 5 most recently opened, unstarred dashboards. Learn more.

May 2023

Sorting for metric visualizations

Organize and display your metric data the way you want to see it - on dashboards, metric homepages, and in Explorer. Depending on the chart type and style, you can now sort data by x-axis, legend, rows, columns, and more…

Custom metrics for Airtable!

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We've added Airtable to our ever-growing list of supported services in PowerMetrics. Start tracking your Airtable data with custom metrics, built by you using our visual (and powerful) query builder! Learn more.

April 2023

Share dashboards with published views

Share internally or externally with either public or passcode access. Whether consumed on mobile phones, tablets, or desktop computers, or displayed on large TVs throughout the office, published views are a convenient, secure way to share snapshot views of your metric dashboards. Learn more.

Editing data feeds with formulas and functions just got a lot easier!

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A more intuitive formula bar design and the ability to hide and display columns makes it easier (and faster) than ever to create data feeds (and custom metrics) for our most popular services. Learn more.

Multi-factor authentication

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We've added a key component in keeping your account secure - multi-factor authentication! Learn more.

Get the metric type you need

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Our new, more intuitive menu makes it easier than ever to add specific metric types. Browse (and add) instant metrics, add a new custom or calculated metric, or see all your options at once by browsing all services.

March 2023

Add more colour to your dashboards

Show off your unique brand and personality with customized dashboard background colours. Learn more.

February 2023

Light and Dark Mode

Personalize your PowerMetrics experience by applying a light or dark mode. Or, automatically use the mode that matches your current device settings. Learn more.

New calendar design

Our new, more intuitive, vertical-scrolling calendar control makes it easier than ever to set metric and dashboard date ranges.

More date range options

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We've added "Month to date" and "Year to date" to our extensive list of pre-set date range options. You'll get these options and "Week to date" for your custom date ranges too, along with another new option – "Since".

Get notified if your token's about to expire

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Tokens for some services expire after a set period of time. To help keep your data collection rolling, we'll email you 7 and 2 days before your QuickBooks, Xero, Facebook, Microsoft SharePoint, or Microsoft OneDrive token expires. Notification support for more services is coming soon! Learn more.

December 2022

Deleting multiple metrics

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Now you can select multiple metrics and delete them all at once. Learn more.

Metric dashboard filtering

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We've added an option to automatically display all available filters for all metric visualizations on a dashboard. This feature is turned on for all new dashboards but can be turned off for any dashboard when you want to manually select filters instead. Learn more.

More intuitive date ranges

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We've redesigned the date range UI to more clearly indicate whether the selected range includes today. We've also updated some of our pre-set options. "Last 7 days" and "Last 30 days" now include today and "Last 6 months" and "Last 12 months" now include this month - even if you're part way through the month.

October 2022

Discover data insights with Explorer

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Bring one or more metrics into Explorer - an intuitive, free-form environment where you can experiment with and analyze your data for answers and inspiration. A multitude of options means you can customize to your heart's desire or reset to start over with a click of a button. Make Explorer your personal data laboratory… or maybe your playground! Learn more.

A new way to see your data

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The metric homepage presents each metric from multiple perspectives. No more guessing which chart types are best for your data - the homepage is auto-generated using a curated template based on your metric. Fully customizable, you can retain the auto-settings or use them as a starting point for further discovery and personalization. Learn more.

September 2022

Metric dashboard templates

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Looking for inspiration? Check out our new dashboard templates. We’ve added 20+ templates for 11 services, including Facebook, Google Ads, Google Analytics and Google Analytics v4, HubSpot (v2 and v3), Instagram Business, QuickBooks, Shopify, Stripe, and Xero. Designed and curated by Klipfolio experts, they’re a fast path to powerful and professional dashboards.

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Dynamic metric naming

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When you add a metric to a dashboard, we’ll apply a default metric name that includes a reference to the metric visualization’s segmentation and over properties. For example, a metric named “Hits”, that includes the segments “Channel”, “Media”, and “User Type” and a date column, will auto-update to “Hits by Channel Over Time”.

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Quarterly time periods for metrics

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When exploring your metrics, you can now select quarterly time periods as an option under “Over”. Quarterly time periods are designated as follows: Q1 starts Jan 1st, Q2 starts Apr 1st, Q2 starts Jul 1st, and Q4 starts Oct 1st.

Custom time zones for PowerMetrics

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In PowerMetrics, you can now either use the account-wide time zone setting or apply custom time zones to metrics, dashboards, and your metric list.

New sign in options - Xero and Intuit

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In addition to signing in to Klipfolio with Google or a Klipfolio email and password, you can now also sign in using your Xero or Intuit credentials.

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More metric goal options

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When setting recurring goals for your metrics, you can now choose between being notified immediately when your target is reached or being notified at the end of a set time period.

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August 2022

Instant and custom metrics for Shopify!

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Start tracking your Average Order Value, Net Sales, Payouts, and more with just a few clicks using our Shopify instant metrics. Our new Shopify instant metrics use the Shopify API and support automatic backfill (up to 6 months of data history). Feeling creative? With access to 60+ data views in our query builder, the sky's the limit when it comes to creating custom Shopify metrics!

July 2022

Now available - Klipfolio PowerMetrics for Stripe!

We're excited to announce the release of our PowerMetrics for Stripe app. Now you can get the best of both worlds – online payment processing and subscription management with Stripe and in-depth business analytics with PowerMetrics.

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Now you can display metric goals in summary charts too!

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We recently introduced metric goals for bar, line, and area charts. Now, you can also display goals on summary (single value) charts. Set goals and track your metric values as they move above and below a threshold or watch your metric progress, starting at the beginning and moving toward a target.

Adding instant metrics just got faster!

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Adding instant metrics has always been fast but now it's even faster! That's because we've streamlined the account connection process. The first time you add an instant metric for a service you'll be prompted to enter your account credentials. The next time, we'll assume you want to use the same account and skip this step. Want to use a different account? No problem! Simply click the account connection at the top of the page and enter your credentials.

June 2022

New style for line and area chart metrics

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We've added a new style to line and stacked area charts so you can display your data as a smooth line.

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Choose from multiple currency symbols

Now, when creating custom and calculated metrics and editing instant, custom, and calculated metrics, you can replace the default currency symbol with an alternate one (our default currency display symbol is USD $). Note that this is a display option only. Currency is not converted. Learn more herehere, and here.

Looking for more in PowerMetrics?

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We just made that easier with our new PowerMetrics Top-Ups! Available with Plus and Pro plans, you can now get additional data services, an extended date range window, and additional editor users, without moving to a higher-priced plan. Need some extra help? Check out our Data Hero Services Power-Up option. Learn more in this article or go to your Plan page by clicking the button in the left navigation sidebar in PowerMetrics and selecting Plan.

Goals for area charts

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We recently released our goals and notifications feature but are working hard to make it even better! Besides being able to display goals in bar and line charts, you can now also display them in area charts.

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May 2022

Downloading metric visualizations as CSV files

You can now download CSV file versions of your metric visualizations that can be used in many ways: In spreadsheets, for record-keeping, when debugging issues, to preserve a snapshot in time, to help you do comparisons, and for use in presentations.

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March 2022

Instant metrics for Google Ads

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Start tracking your ad engagements, ad impressions, ad interactions, and more with just a few clicks using our Google Ads instant metrics. Our new Google Ads instant metrics use the Google Ads API and support automatic backfill (up to 6 months of data history). Feeling creative? Use the query builder in PowerMetrics to add Google Ads custom metrics too!

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New metric reconciliation strategy

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When you make fundamental changes to a data source, for example, updating a value for a past date or removing columns in a spreadsheet, our new strategy ensures your instant and custom metrics automatically update to align with the data source changes.

February 2022

Edit your account connection for instant metrics

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You can now connect to and get data from a different account when you’re editing instant metrics.

January 2022

See how much metric data history is being stored

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We've made it easier for you to see the number of days of stored data for each of your metrics. Check the upper-right corner of the top navigation bar to see metric data history storage and refresh details.

Automatically get more data history for Google Analytics and Google Analytics 4 instant metrics

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We now support data history backfilling for all of our Google Analytics and Google Analytics 4 instant metrics. When you add these metrics, they'll instantly include your most recent 2 weeks of data. After auto-backfilling is complete, they'll include up to 6 months of historical data.

Choose auto or custom names for columns in the modeller

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You can now choose to either automatically set column names, based on the column in the original data source, or enter your own custom column names. In addition, the new "Use text in row" option enables you to name a column heading based on text from a specific row in the model.

Optionally exclude rows in your custom metric data

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We've added the option to "Exclude data before row x" to the custom data source modeller for PowerMetrics.

December 2021

New PowerMetrics top-ups

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Need more data services or a longer date range window but aren't ready to upgrade to a higher plan? If you're on the Pro or Plus plancontact success@klipfolio.com to ask about our new top-ups!

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New bar and column chart style

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The new colour by category style can be applied to bar and column charts to assign colours based on the category you want to display in your metric.

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Data source management

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The modelled data sources that are created for you when you add instant metrics are managed by Klipfolio PowerMetrics. If you want to display this data source type in your Data Source List, click the 3-dot menu in the top right of the page and adjust the toggle to Show data sources managed by PowerMetricsLearn more here.

More instant metric editing options

We've added more editing options to instant metrics. You can now rename, change the refresh rate, and go to the associated modelled data source details page. Learn more here.

Reset metric data

Reset data for an instant metric by deleting its stored historical data and re-downloading new data. There are several reasons you may want to do this, for example, if you made changes to the service, decided to connect using a different account, or there was an API disruption. Learn more here.

Replace metric data

Want to focus on a different measure than the one you originally chose? Added a column of data to your modelled data source that you now want to include in your custom metric? Instead of starting over, you can delete the stored historical data for a custom metric and replace it with different data from your modelled data source. Learn more here.

Access more metric details

Want to learn more about a metric? Click its 3-dot menu and select About to see information such as: metric and source metric names, metric owner, the amount of data history that's being stored, when the metric was last edited and last refreshed … plus lots more! Learn more here.

New metric info icons

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We've added an error overlay icon to the metric list and explore pages to indicate if the data source for the metric has been deleted.

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Manage your sample metrics

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When you begin with PowerMetrics, you get immediate access to a sample metric dashboard and sample metrics. We just added the ability to delete these sample metrics if you no longer require them. Note that once they're deleted, they cannot be re-enabled.

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November 2021

Instant metrics for HubSpot v3

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Start tracking your leads, opportunities, customers, and more with just a few clicks using our HubSpot v3 instant metrics. Feeling creative? Use the query builder in PowerMetrics to add HubSpot v3 custom metrics too!

Learn more

Instant metrics for YouTube

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Start tracking your video views, subscribers, impressions, and more with just a few clicks using our YouTube instant metrics. Feeling creative? Use the query builder in PowerMetrics to add YouTube custom metrics too!

Learn more

October 2021

Table visualization enhancement

For list and pivot tables that include a date/time column, you can now choose to hide or display blank time periods.

Service icons for calculated metric formulas

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In the past, when building calculated metrics, it could be difficult to tell which service each metric was associated with. We now display a service icon for each metric when building calculated metric formulas.

Instant metrics for Zendesk

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Start tracking your tickets, contact resolution rates, response times, and more with just a few clicks using our Zendesk instant metrics. Feeling creative? Use the query builder in PowerMetrics to add Zendesk custom metrics too!

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Download and print as PDF

You can now download and print your favourite dashboards as PDFs. Keep everyone informed with access to a digital or printed copy of your data. This feature is available to Plus, Pro, and Custom plans.

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Modify chart colours on metric dashboards

You can now control colours for charts on metric dashboards. Choose from our pre-set colour assignment options or add your own custom colours.

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Auto date range

We've added a new option called "Auto" to our list of pre-set date range filters. When selected, the auto option filters to display data for today minus the number of days included in your plan. For example, if you're signed up with the free PowerMetrics plan, you'll see data for today minus 62 days. The Auto option is especially well-suited for comparing metrics on a dashboard, potentially providing a more contextual perspective. This option ensures your dashboard displays as much historical data as possible, while keeping the dashboard date range and charts' x-axis in alignment to support easier comparisons between metrics.

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Instant metrics for Salesforce

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Start tracking your leads, customers, and opportunities with just a few clicks using our Salesforce instant metrics. Feeling creative? Use the query builder in PowerMetrics to add Salesforce custom metrics too!

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Duration - new data format type

In addition to Text, Number, Percentage, Currency, and Date, you can now assign Duration as a format type to columns in the modeller and select it as a value when building custom metrics. We've also simplified the way duration is handled in the Klip Editor. You no longer have to write a formula to convert duration data into seconds - we do it automatically for you. (This feature applies to newer Klips accounts - signups post-October 2020).

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