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KLIPFOLIO DASHBOARD

By Klipfolio Dashboard
5 out of 5 stars

 7 reviews
Professional services, Accounting, Not for profit, and Reporting
Get this app
Track your key metrics and monitor your business performance in easy to share,
easy to use dashboards.
 * Overview
 * Getting started
 * Reviews
 * Additional info


OVERVIEW

Klipfolio is lightweight analytics and dashboard software for data-minded
business leaders and their teams.

Bring all of your metrics together in one place to visualize your business data
from data sources like HubSpot, Stripe, or Google Analytics, or bring in data
from a spreadsheet.

Once you’ve built your dashboards and PDF reports, easily share the insights
with your team and your clients.

Explore all features of Klipfolio Dashboard
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KLIPFOLIO DASHBOARD + XERO

Integrate Xero with Klipfolio PowerMetrics to create dashboards and reports that
uncover and explore insights and empower your team to make data-driven
decisions.

Choose from over 20 pre-built Xero metrics that you can instantly add to your
dashboard and start tracking your performance. Or pull in custom Xero data to
build metrics that suit your specific needs.

Explore your metrics with filters, segments, and date ranges, and choose from a
variety of visualization types so you can understand trends and see patterns.

Bring all of your business data together in one place with Klipfolio: the first
and only analytics tool you need.


GETTING STARTED

Get started by creating your free Klipfolio PowerMetrics account.

Once you’ve created your account, connect your Xero data.

 1. Add an instant metric from our library of pre-built Xero metrics
 2. Create a custom metric by navigating your Xero data with Query Builder

Once you’ve connected your Xero data, explore hundreds of other data sources
that you can bring into Klipfolio.

Think of your metrics as building blocks. Visualizing and exploring your metrics
is the foundation. Once you’ve created your metrics, you can use them to create
calculated metrics and build dashboards to share with your team.

Let us know how we can help you succeed with data. We have an incredible support
team available to help through email or in-app chat.

Explore how to setup Klipfolio Dashboard
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REVIEWS & RATINGS

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5.0 out of 5 stars

7 Reviews
5 star

(100%)
4 star

(0%)
3 star

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2 star

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1 star

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GR
guillermo rausseo
Posted 9 Mar 2018
5 out of 5 stars

I created a Xero widget in just a couple of minutes and I now have a nice
dashboard that shows the number of active clients, number of completed projects
and other useful stuff for an infographic-like dashboard.

Helpful

ML
Martin Lespada
Posted 2 Mar 2018
Stephane Hamel, can you tell me how do this?

Helpful

JM
John Masterson
Posted 19 Sep 2017
Do you know anywhere you can see examples of custom widgets? The pre-built klips
aren't exactly what I am looking for. Thanks, John

Helpful

Response from Xero4 Mar 2018

Hi all, just wanted to pop in to let you know that this thread is only for the
review of Klipfolio Dashboard, and their integration with Xero. You'll only be
able to post the once here, so if you've got general questions about the
integration, it's best to reach out to Klipfolio Dashboard's Support
(https://support.klipfolio.com/hc/en-us/articles/216181577-Use-Xero-as-a-data-source?r=uv&i=671488&ref=)
directly, or post as a new discussion in Using Xero Connected apps
(https://community.xero.com/business/topic/68141/).


View all reviews


ADDITIONAL INFO


APP DETAILS

By Klipfolio Dashboard
Added in 2016


COUNTRIES

Australia, Canada, Global, New Zealand, United Kingdom, United States


LANGUAGES

English


SUPPORT

Setup walkthroughContact supportsuccess@klipfolio.com


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