Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • How to Create a Sales Leaderboard
    In this demo, Chris walks you through the process of creating a Salesforce Leaderboard in Klipfolio, to get a real-time view to the performance of individual sales reps. The demo covers connecting a Salesforce report to Klipfolio, setting the refresh rate on that data source, and building individual data visualizations based on that data source.
Klipfolio
Klipfolio
Blog Post

New blog articles detected.

Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Data Visualizations: How to Build a Funnel Chart
    In this demo Jason will walk you through how to build a Funnel Chart. He will cover customizing the funnel colours, grouping labels, changing the aggregation method, copying/pasting a component within your Klip, and using a layout grid to organize multiple components. Related Knowledge Base Article: https://support.klipfolio.com/hc/en-us/articles/216837437-How-to-build-a-funnel-chart Download ...
Klipfolio
Klipfolio
YouTube Video
Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Data Visualizations: How to Build a Pie Chart
    In this demo Jason will walk you through how to use the pie chart component within your dashboard. He will cover customizing the the pie chart, grouping labels, sorting values, changing slice colours and filtering to only show a fixed number of results. Related Knowledge Base Article: https://support.klipfolio.com/hc/en-us/articles/215545858-How-to-build-Pie-Chart-components More help can be f...
Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Data Visualizations: How to Build a Map
    In this video Jason walks you through the steps to building and customizing the map component. He will also explain how to set region IDs, use markers, and add colours to add more information to your Klip. Related Knowledge Base Articles: https://support.klipfolio.com/hc/en-us/articles/216180997-How-to-build-a-Map-component-videos- https://support.klipfolio.com/hc/en-us/articles/216183787-Map-...
Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Data Visualizations: How to Build a Gauge
    In this demo Jason will walk you through how to build a gauge component within your dashboard. He will also cover using hidden data to filter, adding multiple data sources, and adding colour ranges to your gauge. Related knowledge base article: https://support.klipfolio.com/hc/en-us/articles/215545828-How-to-build-Gauge-components
Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Client Management Features Overview
    In this demo Chris will walk you through some of the client management features available to you as a Klipfolio Partner, including how to create client accounts, add users, import content to client accounts, and white labeling.
Klipfolio
Klipfolio
Blog Post

New blog articles detected.

Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Data Visualizations: How to Build a Pie Chart
    In this demo Jason will walk you through how to use the pie chart component within your dashboard. He will cover customizing the the pie chart, grouping labels, sorting values, changing slice colours and filtering to only show a fixed number of results. Related Knowledge Base Article: https://support.klipfolio.com/hc/en-us/articles/215545858-How-to-build-Pie-Chart-components More help can be f...
Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Functions: Using IF to align data
    In this demo Jason walks you through how to use the IF function to align data for two series of a bar chart. Aligning data is necessary when one of the component of the Klip (ie. a column in a table or the x-axis on a chart) does not have the same amount of items as another component of the Klip. By default the data for the component (e.g. column or series) will fill the first few positions but...
Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Data Visualizations: How to Build a Bar/Line Chart
    In this demo Jason will walk you through how to use the bar chart component within your dashboard. He will cover customizing the the bar chart, grouping column data, and adding a data series. More help can be found at our website at support.klipfolio.com
Klipfolio
Klipfolio
YouTube Video

New YouTube videos detected.

  • Data Visualizations: How to Build a Value Pair
    In this demo Jason will walk you through how to use the value pair component within your dashboard. He will cover customizing the value pair, creating a hidden data field in order to filter your data, the average function, and copying/pasting a component within your Klip. More help can be found at our website at support.klipfolio.com
Klipfolio
Klipfolio
Blog Post

New blog articles detected.

  • What's your most important KPI?
    KPIs. Most of us know what they are, and many of us are using them as intended. But what if your job depended on one KPI? Which would you choose, and why?
Klipfolio
Klipfolio
Blog Post

New blog articles detected.

  • Digital nomad success, part 2: Tools for work
    Note: To see part 1, click here. You know the typical picture that's painted of digital nomads. It's similar to the one often painted for people that work remotely or those that work from home: But this perception is changing. Digital nomads (and remote workers in general) are accounting for an increasing percentage of the global workforce.
Klipfolio
Klipfolio
Blog Post

New blog articles detected.

Klipfolio
Klipfolio
Blog Post

New blog articles detected.

  • How to identify your KPIs
    KPIs do not begin to impact your business until the moment you've identified which ones are most important. Here's how to do it.
Klipfolio
Klipfolio
Blog Post

New blog articles detected.

  • The KPIs of failure
    Setting the right KPIs is critical for success. But Mark Brownlee also believes that setting failure KPIs can help create a healthier, more realistic pathway to success.

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