Klipfolio Dashboard Developer Edition

Dashboard developers recognize the value of solid IDEs and graphic component libraries. These elements make the difference between the dashboard development project from hell and a smooth development and deployment cycle. If you build your own dashboards, you should check out the latest Klipfolio Dashboard Developer Edition.

The new product makes it fast and easy for database administrators (DBAs), web developers and enterprise architects to build great enterprise dashboards.

New in this edition of Klipfolio Dashboard is the development workflow assistant: a simple, integrated, step-by-step guide to building custom dashboard modules called Klips. From connecting to your data sources to processing and presentation, the workflow assistant streamlines development with guidance and links to documentation and APIs, right when–and where–you need them.

Also new are more than three dozen built-in templates, samples and demos to kick start your next dashboard project, saving you time and money.

Klipfolio Dashboard Developer Edition has a tightly integrated debugger to help you evaluate and trace dashboard output, catch script errors and test code more efficiently. And with a tailored user interface, developer tools are front-and-centre, exactly where they should be, and accessible through keyboard shortcuts.

Tags: Klipfolio Dashboard for Developers

Communicating Through Business Dashboards

Many companies are still just getting into business intelligence dashboards, so it probably is a bit premature to talk about Dashboards 2.0. But, we as a community have certainly learned a thing or two about the best practices of presenting business information through digital dashboards.

Let’s look at the cutting edge of dashboarding and see what innovations are happening there – particularly with the use of business dashboards as active messaging platforms.

What do I mean, exactly?

Start by asking yourself this question: How active is the messaging functionality in your corporate dashboards? Yes, you publish metrics and business indicators to your audience via tables and charts. Yes, you even have a widget on your dashboard that provides company news and “Did you know?” highlights.

But does your dashboard let you actively push a message to your viewers in real time? What kind of message? A system-based alert? Can it handle a human-published message?

Take a look at what Klipfolio is doing with Klipfolio Publisher. If you will recall, Klipfolio has been innovating in the business dashboard space through their unique “desktop dashboards”. These clever “gadget or widget-style” mini-apps reside on the the desktop and appear when you boot up your machine. No need to launch a specific app or load a particular webpage. They take up very little real estate and appear when needed. Klipfolio’s latest versions of the desktop dashboards take advantage of some very powerful messaging functionality.

Take a look at this message that comes from the dashboard widget:

Klipfolio Publisher

Want to see how that message was configured and sent out? I’ll show you, but first take a look at this quick video of me talking about communicating to your user base through digital dashboards and urging you to download and try Klipfolio (go to this link: Klipfolio Dashboard .


Here’s what the admin page looks like for the creation of the message:

Klipfolio publisher message administration page

Here is how you set the severity level of the communication:

Klipfolio publisher message severity level

And here is the message down in the system tray area of your desktop.

Klipfolio publisher message severity level

Now doesn’t that give you ideas as to how your dashboard can be a more active part of your communication strategy to your user base?

Here’s a video on Klipfolio Publisher:


The Klipfolio Publisher functionality is part of the new Klipfolio release. Here is some info:

There’s 2 big changes for this release and a number of smaller ones. The first highly visible change is the addition of interactive pie charts that let users mouseover different pie segments to get more info on a given KPI. The second is a secure, hosted, publisher that let’s users share news and alerts with their team or whole organization via their desktop dashboards without any help from IT.

And finally, here is the press release:

Klipfolio Dashboard Simplifies Real-Time Alerts & Notification
New release gives managers and communicators publishing power without taxing IT

Ottawa, Canada – December 1, 2009: Klipfolio, Inc., developer of KPI dashboards, today announced the immediate availability of Klipfolio Dashboard version 5.3. The dashboard software now adds organizational and departmental notifications and alerts to its well-known strength in KPI reporting for operational decision makers.

While dashboard software aims to give workers the performance data they need when they need it, achieving this goal can also increase the burden on overworked IT departments. Klipfolio Dashboard solves the first problem by putting KPIs in front of every employee all day long. Now Klipfolio addresses the second problem with real-time alerts and notification that are completely self-serve and require no IT intervention.

KPI dashboards from Klipfolio are popular with Fortune 1000 firms like Baxter Healthcare, EMC and Lufthansa for improving data visibility for business performance metrics using a light-weight desktop dashboard that exposes performance indicators and drives application adoption.

“The new real-time publishing system is invaluable for employee alerts,” say Allan Wille, CEO of Klipfolio. “Above and beyond internal communications, every department needs to communicate with their staff. Klipfolio Dashboard Publisher let’s managers and communicators notify the workforce with anything from passive news to critical alerts that require acknowledgement – all without any added IT effort.”

The 5.3 release also builds on Klipfolio Dashboard’s ability to share KPIs at a glance. In addition to tables and bar charts, desktop dashboard users can now visualize KPIs in interactive pie charts as well as searching and filtering dashboard KPIs with a new find feature. Finally, the new version also adds support for Microsoft’s XML Excel spreadsheets – the .xlsx format.

About Klipfolio Inc.
Klipfolio develops Klipfolio Dashboard – the KPI Dashboard – to help the Fortune 1000 increase the visibility of key performance indicators for informed decisions that improve performance and profitability. It is the only business dashboard that presents operational information directly on the desktop where it’s always visible, accessible, and actionable. Clients include Intel, Staples, Baxter Healthcare, EMC and Lufthansa. For more information, visit www.klipfolio.com. For more information visit www.klipfolio.com, call +1.877.233.6149 US and Canada or +1.613.233.6149 Worldwide, or email sales@klipfolio.com.

Google Analytics Marketing Dashboard

Enterprise Dashboard Example from the Desk of The Dashboard Spy (dashboardspy.com) – Long time readers know that I always approach business dashboard design with a fierce user-centric focus. My background as a user experience director and information architect just doesn’t allow me to do otherwise. (In fact, I’m the originator of a user-centric approach called Users FIRST that I’ll describe in a future post)

Designing a successful user experience (a business intelligence dashboard, in this case) requires an understanding of the true wants and needs of the end user. Note that I use the word “true” when describing a user’s requirements. In my experience, the “true” desires of a user are often not explicitly stated by the user and have to be drawn out. Successfully doing so requires a patient and sincere bonding experience with the user.

In today’s enterprise dashboard example, I highlight a dashboard that is successful exactly because the designers understand the user’s “true” hot buttons. It’s a marketing metrics dashboard from Klipfolio.com, the makers of “desktop dashboards” – widget / gadget like dashboards that reside on the desktop level (they appear automatically when you turn on your pc and can expand and collapse to the sides of your screen).

Specifically, the dashboard that I have in mind is the Klipfolio Google Analytics Dashboard. It’s for web marketers and analysts looking to track the performance of their website in terms of marketing metrics. Typical KPIs include top keywords, visitor statistics, goal conversion rates, etc.

Let’s take a look at the Google Analytics Dashboard first and then I’ll tell you why I think this dashboard is so successful (hint: It gives the user something they really want).

Google Analytics Dashboard from Klipfolio

Here’s why I think that this dashboard really hits the user’s needs square on. Of course, it offers the user those metrics that they really want. In fact, the Klipfolio Dashboard for Google Analytics lets the user choose from what they call “Klips” to put on their dashboard via a control panel. Users can tailor the selection they want from many web site stats and calculations. But the real “secret sauce” of this dashboard is that the designers understood the psychology of the marketing user and their incredible need (sometimes outrageously extreme) to keep refreshing their screens to see the latest Google stats. How many people have hit “refresh” over and over again to see how many new conversions or visitors they get?

By incorporating the “desktop dashboard” approach to information delivery where the data display becomes part of your desktop and automatically refreshing the Google data, this dashboard neatly meets a major need for the user – automatic updates of web stats that are constantly in view yet don’t obscure their desktop nor interfere with their work flow.

I just love the idea. It’s perfect for web analytics and I think can be applied to many other areas of the enterprise.

The Klipfolio Dashboard for Google Analytics just got released in a new version. Here are some details from Klipfolio:

Better visibility into web analytics data benefits marketing professionals, new media agencies, and web masters alike. Klipfolio Dashboard for Google Analytics helps those professionals and organizations improve web-based marketing ROI by removing barriers to using Google Analytics more effectively and often.

Unlike web-based or other applications that must be opened and can hide behind other windows, Klipfolio Dashboard for Google Analytics is a desktop sidebar that keeps key web metrics always visible for “top of mind” awareness and at-a-glance understanding. It enables side-by-side comparison of KPI reports, with current and previous date ranges to provide context and trending information.

With Klipfolio Dashboard for Google Analytics, web-site analysts can read accounts with multiple websites and sub-domains in one place. Its unique ability to duplicate Klips – the small graphical displays that make up Klipfolio dashboards – enables side-by-side goal tracking of multiple websites.

Klipfolio has also updated its Google Adwords Klip to provide more information and Goal Conversion Rate data for Traffic Sources, Adwords, Keywords, and Goals. Its sorting capabilities mean users can quickly see what is performing best, filter out nonperformers, and key in on what matters most. They can drill down on traffic sources for a summary, and then drill into their top referring sites for details.

Klipfolio Dashboard for Google Analytics lets users choose among a variety of Klips, so they can display the web analytics and trends over time that matter to them. Available Klips include top keywords, Web visitor statistics (including page views and bounce rates), traffic sources, goal performance, and Google Adwords campaign performance metrics.

Download the sample and try it out. Let me know if you find the desktop dashboard approach useful and compelling. It’s certainly neat!


Hubert Lee
The Dashboard Spy

Switching Dashboards

The title of today’s Dashboards By Example post, “Switching Dashboards” has a double meaning. It’s true that many business intelligence users are switching to desktop dashboards because of the benefits of the “immediacy” of data when it’s on your personal desktop. I’ve posted in the past about the use of the desktop dashboard by Allan Wille and his team of dashboarding gurus at Klipfolio, Inc as an “unavoidable dashboard” device (see item #3 in 5 Hot Dashboard Topics of 2009).

The other, more literal, meaning of the phrase switching dashboards arose in a discussion I had with a Dashboard Spy reader over how to design a “switching mechanism” for users to toggle between different dashboards. I’ve personally used the old dropdown selector and the subnav styling (Dashboard 1 | Dashboard 2 | Dashboard 3) as switches between dashboards. The reader wanted a more novel approach and, again, the Klipfolio Dashboard came to mind. Specifically, the Dashboard Demo Assistant that comes with the Klipfolio demo download.

What do I mean? If you’ve tried the latest version of the Klipfolio Dashboard 5.1 software, you’ll know that there are several different dashboards that come with the download. You use the Dashboard Demo Assistant not only to control and configure each of the dashboards, but also to toggle between the dashboards. Download and install the demo to see how it works.

It’s a very cool solution to switching dashboards. I created a Dashboard Spy video of my adventures with the Klipfolio demo.

A reader wrote recently asking why I haven’t produced any Dashboard Spy videos as of late, so here you go. And, yes, of course I included the Dashboard Spy theme song.

Watch for how the Dashboard Demo Assistant is used to load the different dashboards. Also, if you haven’t tried Klipfolio lately, this new version is simply awesome. Make sure to take a look at the new sparkline charting capability. I’ll post more in upcoming posts about Klipfolio. It’s grown into quite a compelling dashboard platform. Meanwhile, enjoy this video:

Regards Hubert Lee, The Dashboard Spy

PS. If you like videos about business intelligence dashboards, be sure to check out dashboards.tv at this link:


Tags: Klipfolio 5.1, Dashboard Design, Klipfolio Dashboard, Klipfolio Demo, sparklines, desktop dashboards, dashboard spy videos, klipfolio dashboards

New Klipfolio Dashboard Release Incorporates Improvements for Enterprise Dashboard Reporting

Dashboards by Example will now provide coverage of news releases related to business intelligence dashboard products, vendors and news. Thanks to the suggestions by Dashboard Spy readers who want their business intelligence news collected in one place – the Dashboards by Example blog!

I forsee typical news coverage taking the following form: First a reprint of the news release as issued by the source (software vendor, industry source, educational institute, etc) and then a followup in a separate post of those truly interesting news items.

We start the series with a news release from Klipfolio, Inc. concerning the release of version 5.1 of their desktop dashboard for business.

It’s an interesting time in the business intelligence software space. Some dashboard software vendors such as Klipfolio suggest tough economic times are actually good for the dashboard business due to the increased scrutiny on performance.

Media Release                                                                              


Raising the Bar on Operational Performance Dashboard Software

Klipfolio Dashboard 5.1 Improves KPI Reporting and Mass Notification for the Desktop


Ottawa, Canada – May 26, 2009: Klipfolio, Inc., the leading developer of desktop dashboard software for operational performance management, today announced the immediate availability of Klipfolio Dashboard 5.1. The enterprise dashboard application incorporates improvements requested by a growing Fortune 1000 customer community.


“With Klipfolio Dashboard we make faster, better decisions based on what’s happening now, not what’s already happened”, says Richard Woodruff, PNC Corporate Help Desk. “Our KPIs are based on data from all our systems, so we’re leveraging our existing technology for maximum benefit.”

Klipfolio Marketing Dashboard

Klipfolio Marketing Dashboard


Klipfolio Dashboard 5 was embraced by departments that demand real-time performance and efficiency such as Sales, Help Desk organizations and the supply-chain and the enhancements in the 5.1 release build upon that strength with new features that include:


·       Sparklines for visual displays of historic trends. Programmed right in Klipfolio Dashboard, sparklines show at-a-glance performance trends in highly visible but unobtrusive desktop Klips.

·       Enhanced CSV handling for exports from other data systems and performance improvements for parsing large amounts of data.

·       Custom prefixes and suffixes including currency symbols and units of measure to add specific and regional context to numeric values and performance indicators.

·       Mass notification allowing enterprises and campuses to communicate with their workforce or student body using ad hoc or event-driven alerts on the desktop.


“With their last full release, features like multi-level drill-down or filtering along with support for XML, ODBC and SOAP helped Klipfolio gain momentum in the enterprise space,” says Lyndsay Wise, Chief Analyst at Wise Analytics. “This 5.1 update appears to build on that and the mass notification abilities are well-timed for a growth market”.


The media and dashboard fans can learn more at www.klipfolio.com/products or download an evaluation version at http://downloads.klipfolio.com.


About Klipfolio Inc.

Klipfolio develops Klipfolio Dashboard — the desktop dashboard for business — to help the Fortune 1000 increase the visibility of business information for faster, informed decisions that improve performance and profitability. Klipfolio Dashboard is the only enterprise dashboard that presents information directly on the desktop where it’s always visible, accessible, and actionable. Founded in 2001, Klipfolio is privately held and headquartered in Ottawa, Canada. Clients include Intel, Staples, EMC, and Lufthansa. For more information, visit www.klipfolio.com.


For more information visit www.klipfolio.com, call +1.877.233.6149 US and Canada or +1.613.233.6149 Worldwide, or email sales@klipfolio.com.


— end —


For more information, please contact:

Allan Wille

Klipfolio Inc.

P +1-613-233-6149

E press@klipfolio.com


Tags: Dashboard Software

Focus on Priorities with Desktop Dashboards

“A list of 90 Key Performance Indicators is a contradiction in terms.” insists Allan Wille, long-time Dashboard Spy contributor and President/CEO of Serence, the desktop dashboard company. He went on to explain that today’s business users are hard pressed to monitor what really matters (business progress) in a world where the most precious commodity seems to be attention. How can you even monitor 90 things, much less consider them each “key”?

Allan has just finished a nice write up that features sneak peeks at the desktops of different business users across an enterprise. As Allan explains about this fascinating study:

Here is another little article that I thought might make a cool discussion – before and after shots of user’s desktops around the idea of what they really should be paying attention to.

Here is Allan’s excellent article for you Dashboard Spy readers:

Are you focused on your priorities?

Allan Wille, Serence Inc.,
August 8, 2008

You have regular meetings to discuss performance. Every quarter, there’s a bigger meeting where the organization looks at its successes and failures and reevaluates its priorities.

How is progess measured between meetings? Maybe there’s a spreadsheet that you update when you have time or there are complex reports from an enterprise resource planning system. Do you look at them? Does it matter?

If the answer is yes, you belong to a select group of people that can overcome daily distrations to stay focused on the big picture. It’s too bad you spend so much time digging and analysing. In the time that remains you’re an informed and effective contributer to organizational goals.

But if you’re like the rest of us with competing demands that make focusing on KPIs difficult or impossible, this article is for you.

Obvious Priorities

Here is a snap shot of NORAD. Even if you don’t know what NORAD does, you can make an educated guess based on the image. This is because NORAD’s priorities, the USA, the former USSR, and the space between the two, are right in front of everyone. If something changes it would be difficult to miss.

Norad Dashboard Screens

Click to read the rest of this article:
Continue reading

The Unavoidable Dashboard – Driving KPI Adoption and Performance Management from the Desktop

Dashboard Spy readers know that I have one particular worry that always keeps me up during a business intelligence dashboard project. What if I built a dashboard and no one cared? I mean that literally. What if the only ones who ever visited the dashboard, or clicked on the data drilldowns, or looked at the charts and graphs were the project sponsor, the programming team, the data analysts, the user interface designers and myself? No business users at all. The business dashboard itself might be a thing of absolute perfection with just the right nuances in the data visualizations, all the best factors in information architecture and usability, stunning graphic design and intuitive navigation, etc, etc. – But so what? In other words, we threw the best damn party in business intelligence reporting and no guests came at all. What a waste of money and talent that would be.

Others have been thinking about similar scenarios as well and trying to solve this challenge in innovative ways. Alan Wille, President and CEO of Serence Inc has been passionate about the idea of where to place business KPIs, dashboards, and reports so that users can’t avoid the message. As reported previously by The Dashboard Spy in the post titled The 3 Rules of Dashboards, Mr. Wille has vigorously promoted the idea of The Rule of Placement. As he likes to explain, the key to user adoption is location, location, location. Mr. Wille is advancing the bold idea that the user’s PC desktop is the right place to put KPIs because that way they are always automatically presented to a user, who may often be too busy to ask for the business metrics.

Allan has kindly submitted a great article on the subject for Dashboard Spy readers entitled “Drive Adoption and Performance from the Desktop: Innate awareness of performance hinges on unavoidable KPI reporting“. You can click on the “more” link below this dashboard screenshot to access the rest of this post for the content, or, if you prefer, click on the link to access the PDF version for printing.

unavoidable dashboard - desktop KPIs

Continue reading

Dashboard Desktop Business Widgets for the Salesforce

Enterprise Dashboard Topic: Where to place the executive dashboard – in the browser (rich internet application), in a fat client (.NET windows software) or on the PC desktop itself (Desktop Widget)?

In a recent Dashboard Spy discussion, we looked at some BI Desktop Widgets from the dashboarding lab over at Business Objects. This is a very exciting idea that effectively addresses one of the 3 Rules of Dashboarding – The Rule of Placement. Both Business Objects and Oracle have been experimenting with placing dashboards closer to the user, that is, right on their PC desktops. The idea is that you don’t even have to launch an application to monitor your KPIs and metrics.

Here is a further look at what Business Objects is doing with widgets. Over at their development site, they have launched a beta of Crystal Xcelsius Business Widgets for Salesforce.com.

Take a look at these dashboard widgets on the desktop:

Enterprise dashboard - Business Widgets Beta screenshot of desktop dashboards

As they explain in this pdf on the Business Widgets Beta, a business widget for salesforce.com is a mini-application that allows you to access data from salesforce.com without logging in and navigating to various metrics pages.

There are 10 business widgets for the salesforce.com CRM. Let’s take a closer look at the individual dashboard widgets:

The first is the Sales Revenue Tracker. Use it to track expected revenue, pipeline statistics and quarterly revenues achieved to date.

Business widget sales revenue

Click for the next business widget:

Continue reading