Klipfolio - The Dashboard that Keeps Up With All Your Business Data.

Most business and blog owners love to keep up with their data such as traffic/analytics, sales/revenue, Adsense earnings, etc. Unfortunately, it’s a pain to have to sign and out of these data sources on the Web; plus it’s rather time consuming if you’re doing this many times a day. Klipfolio Dashboard aims to be a solution for this and lets you organize all of this data into a single dashboard on the Web.

On the support site, it states that Klipfolio Dashboard “is software you can use to stay on top of stuff that matters to you and is the smallest and most flexible dashboard on the planet.” You can add Klips to your dashboard, which are basically widgets (even though they are said to be smaller and faster than regular widgets) that keep you updated with all kinds of news, statistics, and data. You can create and customize your Klips so that they are just the way you like them. Klips can even be posted to your website or blog and you can also purchase individual dashboards for your desktop.

Today we’ll take a look at the Klipfolio Dashboard, which works on the Web and is now in beta “trial” phase. It’s used for building your own Klips and sharing with friends or colleagues.

Getting Started

You can change the layout for your Klips dashboard. There are 5 layouts to choose from; by default it’s set to a single column.

Change the layout on Klipfolio.

See Samples

You will already have a tab on your dashboard called “Examples” which you can click on to see example Klips. These samples include:

  • Revenue YTD
  • Current Ratio
  • QTD Rep
  • Regional Sales Status
  • Opportunity Breakdown – QTD
  • Bookings by Month
  • Tweets
  • Stock Quotes

Example Klips that can be used on Klipfolio.

Add a Klip

You can start adding your first Klip by clicking on “Add a Klip” in the top left corner of the dashboard. Here you can choose premade Klips (like the ones listed above) or build your own. Building a Klip starts out easy, but once you get to the editing part, it gets a bit intimidating depending on the type of Klip you’re creating. Let’s take a look.

Building a Klip

Step 1

First select which style of Klip you’d like to start with. You can choose from:

  • Value – i.e. margin, rations, ROI
  • Table – i.e. sales, network status, pipeline
  • Sparkline – i.e. site usage, budget YTD, performance trending
  • Pie Chart – i.e. survey results, opportunity breakdown
  • Gauge – i.e. goals, benchmarks
  • News – i.e. RSS feed, Twitter updates
  • Image – i.e. charts, images, maps, webcams

I decided to go with News so that I can keep up with one of my favorite blogs via RSS.

Step 2

Next you must pick your Klip’s data source. This can be a a shared or saved source (such as demos from the library or those shared by colleagues), a new source (such as an Excel or XML file), or no source at all (if the content will be static).

Choose the data source for your Klip in Klipfolio.

I chose “new source” since I want to get my data from an RSS feed. From here you can choose to upload a file (Excel, CSV, JSON, XML) or point to a web accessible URL.

Step 3

Now it’s time to add your source. After choosing URL, I was able to add the URL, select the data format, and choose a refresh rate (anywhere from every 30 seconds to every 24 hours). Next you’ll need to verify that this is indeed the source you want and then you can add a name and description for it.

Step 4

Here’s the tricky part. You’ll have to go through and edit each section of your Klip such as the headline, content, link, author, etc. This is done by going through the data and clicking on individual elements. You can also enter formulas and text here. Honestly, this part is a bit confusing (and where I had to stop) and will probably take some playing around to figure out. You can click on a question mark next to a specific area in order to get help – such as how to use formulas.

Edit your Klip in Klipfolio.

Once done here, you have to enter a name and description of your actual Klip and then it will be displayed on your Dashboard.

Final Thoughts

If all of this seems a bit tedious or difficult to you, then I’d recommend using a premade Klip or purchasing an entire dashboard to meet your needs. While this is definitely a useful tool, the actually editing of a Klip is something that won’t come easy to all and I think it could even really run some users away.

What are your thoughts?