Klipfolio
Live KPI dashboards on Klipfolio, wired to every channel and warehouse you run
Klipfolio is a cloud dashboard and reporting platform that pulls metrics from marketing, sales, finance, and product sources into live "Klips" and PowerMetrics you can slice, blend, and share. It connects to APIs, databases, spreadsheets, and warehouses, then refreshes automatically so teams watch performance in near real time. Its metric-modeling layer lets you define a KPI once and reuse it across dashboards with consistent definitions.
We build Klipfolio as the presentation layer on top of a governed data stack. EGGKNITE stands up the pipelines that feed it — ad platforms, GA4, CRM, Stripe, and your warehouse land in a modeled layer, and we push clean, deduplicated metrics into PowerMetrics so every dashboard reads from one definition of CAC, ROAS, LTV, and pipeline. We use Klipfolio's data sources, custom API connectors, and the modeling functions to blend paid, organic, and revenue data into a single view rather than a pile of platform-native reports.
We integrate it into how teams actually work: role-scoped dashboards, scheduled PDF and email digests, alert thresholds on the metrics that matter, and embedded views inside client portals. Where a native connector falls short, we build API-backed feeds and warehouse queries so the numbers stay accurate and the refresh cadence matches decision speed. The result is a dashboard estate that non-analysts trust and executives can read at a glance.
We consolidate paid search, social, email, and organic performance alongside warehouse revenue into one Klipfolio view, so clients see blended ROAS and true CAC instead of reconciling ten platform tabs.
We model KPIs once in PowerMetrics and ship scheduled, branded digests and embedded portal dashboards, replacing hand-built monthly decks with always-current numbers stakeholders can drill into.
We set metric thresholds and alerts on burn rate, ROAS drops, and pipeline slippage, so teams catch a campaign going sideways or a funnel stall the day it happens rather than at month end.
We feed it from a modeled warehouse layer wherever possible, so metrics like CAC and LTV carry consistent definitions and deduplicated joins. For platforms without a native connector, we build API-backed data sources and scheduled queries to keep refreshes clean.
Both, deliberately. We use PowerMetrics for governed, reusable KPI definitions and trend analysis, and Klips for custom, highly designed dashboards where layout and blended visuals matter. The right mix depends on your reporting audience.
Yes. We build role-scoped views, embed dashboards in portals, and schedule email and PDF digests, so stakeholders read current numbers without logging into source platforms or learning the tool.
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