Product Overview of Klipfolio
Klipfolio is a cloud-based platform designed to help businesses build, manage, and share real-time dashboards, enabling teams to monitor and analyze key performance metrics across various departments.
Key Functionality
- Real-Time Dashboards: Klipfolio allows users to create and share real-time business dashboards that can be accessed via web browsers, TV monitors, and mobile devices. This ensures that teams have up-to-date information at their fingertips, facilitating timely and informed decision-making.
Key Features
- Data Connections: Klipfolio supports connections to over 130 data services, including advertising, marketing, support, and web analytics apps such as Google Analytics, Adobe Analytics, and Marketo. Users can import data from multiple sources, including spreadsheets, SQL databases, REST APIs, and cloud storage services like Dropbox and Google Drive.
- Custom Visualizations: The platform offers a robust library of over 300 pre-built data visualizations and the ability to create custom visualizations from scratch using its powerful Editor. Users can choose from 30 chart types, including pie, bar, line charts, and more complex visualizations like gauges, pictographs, maps, and funnels.
- Custom Styling and Branding: Klipfolio allows for extensive customization of the dashboard’s look and feel, including the use of logos, graph colors, CSS, HTML, and JavaScript. This ensures that dashboards can be tailored to match the company’s brand and specific needs.
- Roles, Groups & Rights: The platform provides flexible access control, enabling users to define roles, groups, and rights to ensure that each team member sees only the data they need to see. This feature simplifies dashboard management and enhances data security.
- Powerful Formula Editor: Klipfolio includes a powerful formula editor that allows users to calculate metrics, add functions to their data, and perform complex calculations such as SUM, AVERAGE, CUMULATIVE values, standard deviations, and regression analysis.
- API and SSO Integration: The platform supports Single Sign-On (SSO) and offers a REST API, enabling large-scale automatic management of dashboards, users, data, and access rights. This facilitates seamless integration with other applications and enhances user convenience.
- Metric Exploration and Self-Serve Dashboards: Klipfolio is designed to enable non-technical team members to create customized and powerful metrics. The Explorer feature allows users to combine data from multiple sources, apply filters, and use flexible date ranges to derive actionable insights.
- Centralized Access and Collaboration: The platform provides a unified hub for accessing shared, updated information, eliminating the need to navigate multiple platforms. Teams can easily share dashboards and reports, ensuring consistent data utilization for decision-making purposes.
- Mobile and Web Access: Klipfolio supports responsive design for web access and has dedicated mobile applications for iOS and Android, ensuring that dashboards and reports are easily accessible and interactive across various devices.
Additional Services
- Onboarding and Training: Klipfolio offers customized training plans and implementation services to help teams get the most out of the platform. Their experts assist in data stack integration, metric and dashboard creation, and ensuring the system aligns with business goals.
In summary, Klipfolio is a versatile and user-friendly platform that empowers businesses to create, manage, and share real-time dashboards, facilitating better decision-making and enhanced collaboration across different departments.