Product Overview of Klipfolio
Klipfolio is a cloud-based application designed to help businesses build, manage, and share real-time business dashboards across various platforms, including web browsers, TV monitors, and mobile devices. This platform is particularly useful for Small to Medium-sized Enterprises (SMEs) looking to continuously monitor the health and performance of their business.
Key Features and Functionality
Data Integration and Connectivity
Klipfolio allows users to connect to hundreds of applications and data sources directly or via REST API. This includes integrations with popular tools such as Google Analytics, Adobe Analytics, ActiveCampaign, Intercom, and Marketo, among others. Users can import data from these sources and combine it from up to five different sources using the Explorer tool, enabling comprehensive data analysis.
Data Visualization and Dashboards
The platform offers a robust library of over 300 pre-built data visualizations and the capability to create custom visualizations from scratch using the powerful Klip Editor. Users can choose from more than 30 chart types, including pie charts, bar charts, line charts, gauges, pictographs, maps, and funnels. Additionally, Klipfolio provides Klip Galleries, which are templates that help users quickly create visualizations for vital Key Performance Indicators (KPIs).
Customization and Personalization
Klipfolio allows for extensive customization of dashboards and visualizations. Users can apply filters, segment data, and use Excel-like formulas and functions to transform and manipulate data. The platform also supports HTML, CSS, and JavaScript for advanced customization, enabling users to control the look and feel of their dashboards and create one-of-a-kind visualizations.
Goal Setting and Notifications
The platform includes features for setting and monitoring goals, such as recurring and threshold goals. Users can track progress towards target values and receive notifications via email or within the application when goals are reached or thresholds are surpassed, facilitating informed decision-making and corrective actions.
Sharing and Collaboration
Klipfolio enables seamless sharing of dashboards and reports with team members, colleagues, and clients. Users can share data visualizations and dashboards as images or PDFs across multiple messaging and social media platforms, or embed them into websites or applications. This fosters transparency and cooperation within teams.
Automation and Reporting
The software automates data exportation and reporting, allowing users to easily export dashboards and analytics using the report engine. It provides flexible and enterprise-level reporting tools to build custom reports and track KPIs, making it a powerful tool for business performance management.
Security and Support
Klipfolio prioritizes security, privacy, and access, ensuring that user data is always safe and secure. The platform offers various support channels, including email, live chat, telephone, onsite support, community resources, and video/text resources. Additionally, Klipfolio provides customized onboarding and training plans, as well as implementation services to help users get the most out of the product.
Conclusion
In summary, Klipfolio is a comprehensive data visualization and dashboard tool that empowers businesses to connect multiple data sources, create customized and real-time visualizations, set and track goals, and share insights across the organization, all without requiring technical expertise.