#043 Klipfolio: a dashboard to see everything at a glance

Your small business subscribes to different services that make you very efficient, but you struggle to keep track of your key data.

For example, to measure the effectiveness of a marketing campaign, you need to know the open rate of emails sent by MailChimp, the number of people who signed up for your free webinar on Eventbrite, and the number of people who viewed the current promotion on your brand new Instagram account. You need to know how many new customers and potential sales have been added to your Centrix.One pipeline, and you need to make sure your teams have all the support they need in Asana to respond to requests, view your sales on QuickBooks Online ®.

We tested Klipfolio for you , a data center that presents all your valuable information in dashboards that are easy to review and share.

Klipfolio is a cloud application that allows you to bring together all your data, no matter where it comes from, to visualize it in one place. Real-time dashboards allow you to see the information you need without having to ask your teams to prepare reports for you. Above all, they allow you to aggregate relevant data from different sources and get an overview of all the elements you need to measure – from marketing campaigns to user experience, from revenue forecasts to cash flow.

Use Klipfolio to quickly spot trends and quickly seize the opportunities they reveal. Use your data to make sound decisions, and easily justify them with visuals that speak for themselves.

We've been using Klipfolio for a few years , and we've developed a whole new appreciation for data transparency. These are now visible, but above all, easily accessible by all people who need them within our company. Without the need for in-depth knowledge, we now operate our own business intelligence (BI) system to support our business decisions.

Using its API connectors, Klipfolio collects data from over 300+ cloud sources, including Hubspot, Google Suite, Insightly, Facebook, Eventbrite, Amazon Aurora, Asana, Basecamp, Bitly, Campaign Monitor, Instagram, LinkedIn and of course QuickBooks Online ®. Klipfolio also extracts data from local files, such as Excel spreadsheets, and databases stored on local servers.

Want to know more? Contact us and we will be happy to share our perspectives!