KLIPFOLIO DASHBOARD SOLUTIONS
Introduction:
Klipfolio is a cloud data analytics platform for building dashboards and reports for your team or clients. Klipfolio helps you stay in control of your business by giving you visibility into your most important data, metrics and KPIs. Klips is a realtime dashboard and reporting tool used by thousands of data-led companies. From scaling startups to departments within global brands, Klips is used by data-savvy leaders, builders, and analysts around the globe. Klips automates and manages the reporting of business metrics for teams.
FEATURES :
- Financial Forecast/Budget
- Predictive Analytics
- Trend Indicators
- Customizable Dashboard
- Automatic Scheduled Reporting
- Issue Indicators
- Customizable Features
- Graphic Benchmark Tools
Challenges :
The client requirement is to build Dashboards for NOBOs Data and represent some statistics about the response on social media of the company and other statistics from Google Analytics.
| Purpose | Dashboards that will display information about NOBOs like:1. NOBOs gained by company2. NOBOs lost by company 3. Increment in positions of NOBOs4. Decrement in positions of NOBOs5. Bar graph of # of NOBOs per month and Other information about Google analytics and response on Social Media (Facebook, Twitter etc.) |
|---|---|
| Application | Klipfolio Dashboard |
| Version | 30 |
| Tool | Klipfolio |
| Information | 1. Data source of NOBOs Information2. Login credentials of Google +, Facebook, Twitter etc. |
| Data Formats | .CSV |
| Volumes | ~ 30 /Days |
| Process | 1. Create excel template from data source.2. Create different type of dashboards in klipfolio. |
| Schedule | Automatically refresh dashboards |
| Complexity | Medium |
Challenges :
The requirement is to make dashboards according to salesforce data.
| Purpose | Make dashboards from salesforce report data which can display data on charts and can easily convertible into PDF. |
|---|---|
| Application | Klipfolio Dashboard |
| Version | 30 |
| Tool | Klipfolio |
| Information | · Salesforce reports as Data source in klipfolio· Salesforce credentials |
| Data Formats | .csv |
| Volumes | ~10/days |
| Process | 1. Create dashboards as per salesforce reports data.2. Display data on charts in dashboards |
| Schedule | Every time the data refresh |
| Complexity | Medium |
Conclusion:
Crafting effective dashboards demands a nuanced understanding of data and stakeholder requirements. Our exploration of Klipfolio’s capabilities tackled challenges in NOBOs and Salesforce data visualization. Through integrating multiple data sources, including social media and Google Analytics, we provided holistic insights into company performance. Leveraging Salesforce reports, our dashboards offer actionable insights in intuitive chart formats, facilitating informed decision-making. Klipfolio’s versatility enables organizations to navigate complexities with agility, empowering data-driven strategies.