What is Klipfolio?
Klipfolio is an online dashboard platform that allows you to easily build real-time dashboards. It is very easy to compare your actual results with your targets so you can take action quicker. The tool seperates itself from it's competitors by its low price, ease of use, flexibility in data connections and its api.
Klipfolio is by far the best dashboard tool for marketing, sales, accounting and IT dashboards, to keep track of the health of your organisation.
Newest developments in Klipfolio
The Klipfolio roadmap is aiming for two things: The expansion of the data connections from new platforms and the further improving of the ease of building graphs and tables. The ease of use is very high on the priority list of Klipfolio.
As one of the leading Klipfolio in Europe, Cervino Marketing is one of the first to get access to beta's of new features and the latest news. We try to share this news as fast as possible with our clients through our blog posts (see below).
New: Metrics Klips
News alert February 7th 2019
Klipfolio is about to release a few major updates. Some improvements are still in beta, others are coming soon (or are already available).
Find a brief summary important for our clients:
- Log in Google Account (live)
- Improved download in PDF format (in beta)
- Higher limit in MB size of data files (in beta)
- Improved combining of data sources, without using formulas (in beta)
- Metrics Klips, an easier way to create graphs without using formulas (in beta) - see the press release here.
5 key benefits of Klipfolio
There are 5 key features Klipfolio offers that make many users give 5 start on the review platforms:
1. Custom Styling: There are many possibilities to change the look and feel in Klipfolio (including logo, graph colors, placement of graphs and tables on the canvas)
2. Roles & Groups: It is very easy to show or hide graphs or tables for particular user groups. This way the team only sees what it needs to see.
3. Data connections: Klipfolio offers a wide range of ways to connect data to use in a table or graph. From simple manual uploads to connections to Dropbox, Google Drive or BOX, to direct connections with Google Big Query or SQL databases. This allows you to combine different kinds of data from multiple sources in one place. Our service Cervinodata also has a direct integration with Klipfolio.
4. Formula editor: Through the formula editor calculations can be made to show in the dashboard. From simple totals and averages to more complex moving averages and standard deviation.
5. API & SSO: Klipfolio can not only be managed through a user interface but also through its api. Using the Klipfolio api, all kinds of repetitive manual tasks can be automated. Think about deploying multiple dashboards to different clients, setting roles and rights for many users at once etcetera. This makes Klipfolio a very scalable platform for more advanced users or organisations.
Do-it-yourself of outsource?
It is very easy to get started in Klipfolio. When the dashboards and dataflows get more complex it is important to get (and keep) enough development capacity in your team
For organisations or any size it usually is quite had to maintain enough capacity to manage and improve the (Klipfolio) dashboards. In that case it might be interesting to work with a specialised partner to service the daily business for Klipfolio.
Klipfolio at scale
Klipfolio's api allows you to deliver and maintain dashboards at scale. Since the beginning of it's availability, Cervino Marketing connected to Klipfolio's api and built an advanced application to create, deliver, update dashboards and keep data up-to-date. A lot of time can be saved keeping all your dashboards nice and tidy. Agencies in particular struggle with this challenge.
Our data delivery service, Cervinodata, also has a direct integration with Klipfolio, check it our here: https://www.klipfolio.com/integrations/cervinodata-dashboard
Klipfolio for agencies
Through our product Cervinoboard we make it easy to use Klipfolio at scale. We can maintain all the dashboards for all your clients. This will save you valuable time. Time you can use to impress your clients with better service.
- No hasstle with data storage and deliver. We will take of this.
- More and loyal customers by offering them a branded dashboard in your styling
- Better insights by having all your clients data in one overview.
- Outsmart your competition? Use our benchmarking service to easily compare clients.
Some example dashboards
(Built by us for our Zuiver Media):
Klipfolio silently released a new feature called Klipfolio warm up refresh that allows you to refresh data sources in the background. We noticed this feature in our parent / partner account and have not seen it in any of our Clients accounts, yet. But it might be a feature that can take away a burden…
As one of the leading Klipfolio partners in Europe, Cervino Marketing is participating in the Klipfolio metrics klips beta program. With metrics klips a new and easier way to show your data will become possible. Conclusion: Building dashboards will get a lot easier. In particular the power to change the time interval (from month, to…
Outline Klipfolio training Sign up for these new training Klipfolio training days. Klipfolio training summary Goal is to enable you to build all the most frequently used dashboard types, using the 90% most frequently used datasource formats, formula’s and functions. One fully packed training day (appr. 9 – 17u + drinks) – Training will be…
Klipfolio Cervinodata integration now available The Klipfolio Cervinodata integration allows you to select Cervinodata as a native integration in Klipfolio, when creating a datasource. This makes it even easier to create a graph or table showing multiple channels or websites, because Cervinodata combines the clients, channels and accounts and feeds it into one datasource. You…
As you know, our main goal is to make it very easy for agencies (and their clients) to collect, interpret and present online marketing data. We use Klipfolio to visualize the data, and we add our own technology and data intelligence to make Klipfolio even more powerful. We’ve been working on a few new custom…