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HOW CAN WE HELP?


 1. Klipfolio Help Center
 2. PowerMetrics

Holiday Break

We're taking a holiday break from December 26th to January 3rd! Don't worry, we
are still around to help. Over the break, a small team will be monitoring and
responding to urgent support issues. We are back to regular office hours on
January 4th. Happy holidays to all and we'll see you in the New Year!
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POWERMETRICS

Learn how to build charts to display and track your essential data as metrics on
a dashboard.


INTRODUCTION TO POWERMETRICS

 * About PowerMetrics
 * Getting started with PowerMetrics
 * The PowerMetrics homepage
 * Interacting with your metrics
 * Introduction to metric dashboards
 * Introduction to metric visualizations

See all 11 articles


ADMINISTERING YOUR POWERMETRICS ACCOUNT

 * About PowerMetrics plans
 * PowerMetrics: Adding users
 * Where can I find details for my PowerMetrics users?
 * PowerMetrics: Deleting users
 * PowerMetrics: Creating groups
 * PowerMetrics roles and permissions

See all 7 articles


CONNECTING POWERMETRICS TO YOUR DATA

 * Connected to your data? Up next - Add metrics and dashboards!
 * Connecting to your data in PowerMetrics
 * Connecting to your data in PowerMetrics (NEW)
 * Introduction to data feeds (NEW)
 * Creating data feeds (NEW)
 * PowerMetrics: Sharing data feeds (NEW)

See all 13 articles


CREATING METRICS

 * Creating metrics
 * Creating metrics (NEW)
 * Creating custom metrics - First steps and best practices
 * Adding multi-metric charts to dashboards and Explorer
 * Multi-metrics example: Combining instant metrics
 * Filtering for custom metrics

See all 64 articles


MANAGING METRICS

 * Introduction to the Metric List
 * Managing your metrics
 * The metric homepage: Viewing your metrics
 * Editing your metrics
 * Editing your metrics (NEW)
 * Exploring your metrics

See all 13 articles


CREATING AND MANAGING METRIC DASHBOARDS

 * Displaying metrics on a dashboard
 * Getting started with dashboard templates
 * Applying colours to dashboard charts
 * Download and print as PDF for metric dashboards
 * Browser-based printing for metrics and dashboards
 * Changing your metric dashboard logo


SHARING METRICS AND METRIC DASHBOARDS

 * Sharing metrics and metric dashboards
 * Sharing in PowerMetrics: Email notifications


POWERMETRICS INTEGRATIONS

 * Klipfolio PowerMetrics for Stripe
 * PowerMetrics for Stripe: Error states and how to resolve them


POWERMETRICS VIDEO DEMOS

 * Creating metrics from Excel spreadsheets (video)
 * Creating metrics from Google Sheets (video)
 * LinkedIn Pages: Retrieving data for custom metrics and data sources (video)
 * Retrieving Salesforce data using the query builder (video)
 * Retrieving QuickBooks data using the query builder (video)
 * Creating a QuickBooks Current Assets metric (video)

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