Overview
When a Klip is populating large amount of data in an unorganized manner there may be a chance the performance of the dashboard may decrease. Sometimes it is harder to tune performance issues after the Klip development. So there are some important considerations which we can follow while doing the Klip/Dashboard development. These considerations will help in building optimised Dashboards/Klips.
Organizations often use Klipfolio dashboards to visualize business metrics and operational data from multiple systems. One common implementation is embedding these dashboards directly inside Salesforce so that users can access real-time analytics within their CRM environment. This approach eliminates the need to switch between platforms and allows teams to monitor live performance metrics seamlessly.
Important Considerations
All Formulas
- Formulas can have up to 12 data sources and we can combine these data sources in a single Klip in Klipfolio. More data sources will result to a slower performance for a Klip. We have to ensure that users can access their data quickly. (https://support.klipfolio.com/hc/en-us/articles/216183507-Dashboard-design-considerations)
- In case we have to implement if - else condition, we should check for the positive condition first, in order to improve Performance of Klips in Klipfolio Dashboards.
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We can fetch data from more than one page using MAP and MAPFLAT function. If we have to implement
any condition on entity fetched by MAP or MAPFLAT function so we should impose condition in the third parameter of function itself.
MAPFLAT(NUMBERFORMAT(CUMULATIVE(REPEAT(1,15))),"page", IF(AND(COUNT(A:A)!=0, OR($Rep="All",$Rep=B:B),C:C="Sales Order", D:D="Submited", BETWEEN(DATE(E:E,"yyyy-MM-dd"), $from,$to)), DATE_CONVERT(F:F,"yyyy-MM-dd","dd MMM, yy"),BLANK()))
Klips per dashboard
Although each dashboard can contain up to 30 Klips (https://support.klipfolio.com/hc/en-us/articles/216183507-Dashboard-design-considerations), Klipfolio suggests to have less than 15 Klips on a dashboard as it results in the need to scroll to find and view the ones you want and moreover it degrades performance of Klips in Klipfolio Dashboards.
Daily API Calls
Klipfolio supports up to five requests per second. Requests per day depends on your active plan and it can be increased by requesting Klipfolio at sales@klipfolio.com. Further details can be seen at https://apidocs.klipfolio.com/docs/getting-started#rate-limiting.
When building dashboards that rely on Salesforce data, it is important to create efficient and well-structured data sources. Klipfolio provides the ability to connect to Salesforce using SOQL queries, enabling developers to retrieve specific objects and fields required for analytics. By using the Simple SOQL Query Mode, users can build custom data sources easily using dropdown selections and filters instead of writing complex queries
Implement Period Drop Down via Date Selector
This is an advanced feature and save a lot of time at dashboard loading time. We could use two hidden drop-down selectors which gets calculate start and end dates as per selected period and use these dates to get data for selected period. In this way the formula will be precise and manageable. It is not good practise to increase the overhead of formulas as formulas are the contributing factor in the Klip performance.
Klipfolio offers a wide range of capabilities for building optimized dashboards, integrating multiple data sources, and creating powerful visualizations for business intelligence. From performance optimization and custom data source creation to interactive dashboard features, Klipfolio provides flexible tools for building modern analytics solutions. To explore more tutorials, implementation guides, and Klipfolio best practices, visit our Klipfolio page.
Interactive dashboard components such as date selectors help users dynamically control the time range of data displayed in reports. Implementing a date picker allows users to easily filter data based on selected time periods without modifying dashboard formulas manually. This improves both usability and performance of dashboards by limiting the data being processed at a given time.
Use of Pre-Built Klips/Dashboards
Klipfolio provides a wide range of pre built dashboards and Klips for popular API’s. You could use these pre-built Klips instead of building Custom Klips
if your requirements full-fill with these pre-built Klips. You can add these pre-built Klips/Dashboards to your Klipfolio account in few clicks reducing the overhead of creating custom data sources via API queries and building Klips/Dashboards using them. Some pre-built klips are Google Analytics - Daily Overview, AdWords Keyword Performance, Facebook Post Engagement, Social Media - Overview, etc.
You may get the pre-built Klips/Dashboards for various data sources from Klipfolio Gallery by visiting following link: https://www.klipfolio.com/gallery
PS : Astrea can help in improving the existing Klips performance and also provides services on customising any pre-built Klips. You can reach to us at klipfolio@astreait.com