Internal Klipfolio Pitch Deck
Internal Klipfolio Pitch Deck
Internal Klipfolio Pitch Deck
Hey!
This is your very own pitch deck to help you get your team/company on board with Klipfolio.
There are a ton of slides in here, so you have plenty of room for customization.
Go to File > Make a copy of this View Only deck so you can add, delete and move around
slides to make this deck feel right for you.
PS. Check out the [grey text] to see where you can add your own information that fits your team’s
current state and how you work.
Enjoy.
Let’s be real.
Cut out the repeated and mind-numbing Focus on the work you love and let your team
aspects of reporting self-report with live dashboards
makes that happen.
Klipfolio gives your team visibility into your most important
metrics and KPIs.
Klipfolio is...
A cloud-based app for sharing important data and metrics using custom
real-time dashboards and reports. Klipfolio helps you work smarter,
drive results and stay competitive.
These are our top goals.
These are what we want to track.
[insert your goal]
[ie. Increase sales by X% by next quarter, hire 12 new employees by 2020, decrease churn by X% in 6 months, etc.]
This is where our data lives.
This is what we want to connect.
[insert program]
[insert program]
[insert program]
[insert program]
1 3
Connect our data Design our dashboard
Upload our data with Klipfolio Change colours, & add some vibrant
built-in integrations or APIs. graphs, charts or indicators.
2 4
Create a Klip or PowerMetric Share our masterpiece
Figure out what’s most important Emails. PDFs. Links. TV wallboards.
for our team to track. There’s no shortage of ways to share.
Work with Klips. Work with PowerMetrics.
1
Excited to get our hands 1:1 Onboarding Calls & Live Chat
dirty in designing our own Klipfolio will get us started and answer
dashboard? any questions we have along the way.
Build Plans
For projects big and small, Klipfolio
experts can build our dashboards.
Questions?
@Klipfolio
www.klipfolio.com
Meeting and exceeding targets is the foundation of any sales process. On top of being target-oriented, managing
huge CRM hubs and keeping our customers happy are crucial to our sales team’s success. Klipfolio will enable us
to display individual performance side-by-side on a daily, weekly or monthly basis to see who’s ahead or behind
their goals - nothing like some friendly competition to spark motivation. Having at-a-glance visibility into both new
and existing accounts, revenue, and sales calls will also keep our entire team in-the-know in real time.
Our marketing team is always experimenting with new ways of attracting and acquiring customers. From A/B
testing ads, to blogging and SEO, to social media campaigns, answering questions around our results can get
messy with so much going on. Klipfolio will allow us to pull both our ongoing and end results together, with
filtering and segmenting, to find our answers - fast. We will be able to measure performance against our set plan,
knowing how close or far away we are from achieving our set growth goals.
Working on software development in a fast-paced environment, makes tracking all individual and team progress
tricky. Klipfolio will enable us to build scrum dashboards to help monitor sprint goals and completion. We will be
able to view the dashboard on a TV in our daily standup meetings to highlight any actions to be taken, stay
focused and hold ourselves accountable to performance.
Instead of spending hours on a weekly basis gathering data from various software sources and then constructing
our own static spreadsheets using Google Sheets or Excel, Klipfolio will enable us to use real-time dashboards to
show the progression of our HR work. We won’t have to jump software to software to dig up data, Klipfolio’s
automated reporting will pull the information we need all in one report.
General
"Klipfolio has allowed us to gain valuable
“The creators of Klipfolio are true insights into our business. By
masters of visualization, displaying dashboarding our most important KPIs,
real-time data in clear beautiful charts, we’re able to remain focused and make
graphs, and diagrams.” day-to-day decisions with the big picture
-Rodrigo Rojas, TimeHunter in mind.”
-Sven Walther, Soshal
Marketing
“Data when you need it! Klipfolio is our "We used to spend hours logging into different
best resource whenever it's time for us apps to monitor our marketing efforts. Now,
to launch a campaign and need to see Klipfolio makes it easy to see all the data we
results in real time.” need in one place."
-Jean Devenish, webproof.com -Stephen Kunz, Qualtry
Analyst
"Klipfolio helps me to automate repetitive
tasks. It makes me feel like an analyst
instead of a report monkey." "I am very happy and satisfied
-Jente De Ritter, Humix with the result. After leaving
unattractive, tedious, buggy,
manual-input—required
dashboards for what Klipfolio has
"The customer support was especially amazing to offer, I intend to never look
with Klipfolio. We were able to get our dashboard back. Klipfolio has my personal
up and running in under a week. Running SQL stamp of approval!"
queries was also a breeze. If you are looking for -Christian Pain, Arora Project
an easy way to get an overview of your company
health, then I can truly recommend Klipfolio."
-Michalis Koumbarakis, CV Pics
[choose what testimonials resonate best with you and your team, then hide the rest]
Executive
"Since the implementation of Klipfolio, we "We no longer spend time at the executive
are much smarter about our business. level pulling data from multiple sources for
Every team member has the app on their a report that's stale after 1 day. Our
phone and we have multiple screens that executives are all logging into Klipfolio and
are linked to Klipfolio in our various offices. tracking real-time metrics of the company to
It’s truly been an incredible piece of drive business decisions.”
software within our organization.” -Brian Dainis, Curotec
-Elliot Campbell, Trace Medical
Excel
Salesforce
Google Analytics
● Number of Visitors
● Number of Pageviews
● Bounce Rate
● Average Session Duration
● Sessions by Device
Most popular dashboards
Facebook Ads
● Impressions
● Reach
● Video Ad Set Placements
● Cost per Pixel
● Cost per 1000 Impressions
Most popular dashboards
Social Media
● Number of Followers
● Number of Likes
● Engagement Rate
● Social Shares per Post
● Organic vs Paid Reach
Resources: Learn everything Klipfolio
Free
Live & On-Dema 5 Day Blogs
nd Webinars Email Courses
Can you build my dashboards for me? Of course. We have Ninja Services and Partners who
can build for you. You can also build it yourself, as
Klipfolio is a Self-Serve Platform.
Can you share dashboards? Absolutely! Published links. PDFs. Images. Scheduled
email snapshots. Mobile app. Embedding. Add users
or groups. TV wallboards. Slack.
Can you export dashboards to PDFs? Yes! You can download dashboards as images or
PDFs, and can also send them out by email on a
recurring basis.
How often will the data refresh? Klipfolio can refresh data as quickly as every minute
- speed of data refresh is a factor in our pricing plans
.
FAQs
Can I duplicate dashboards? You can very easily duplicate individual Klips. If you
are interested in duplicating dashboards, we can
certainly help, and our Partner Program may be a
good fit for you.
Do you charge it by Users? No. Check out our pricing plans for more details.
How safe/secure is Klipfolio? We take your security and privacy very seriously.
AWS is our hosting partner, with a primary data
center in Montreal, Canada, and a secondary data
center in Ireland.
FAQs
How do I pick a plan that fits my use case? Think about these points:
- How much content are you wanting to create?
- How many users will be creating and
consuming this content?
- How will they be viewing the dashboards?
Ie. logging in, receiving PDFs by email, clicking
a URL to view the dashboards but not logging
in as a user?
- How quickly do you need your dashboards to
refresh?
5000+
Clients who are making data-informed decisions.
40+
Countries making data a priority all around the
world.
Join a community of data-driven leaders who are changing the game for their clients.
Ready for a closer look?
Need data from a Cloud Application?
Klipfolio supports direct connections to over 100 cloud
applications. Browse all the web services we support in our
Integration Gallery.