Note: This guide will walk you through publishing Klipfolio dashboards on digital signage using the Fugo TV Dashboards feature. If you are looking for instructions, you can jump to section 2: How to share a Klipfolio dashboard to your digital signage screens.
Make the most of your metrics by showing your Klipfolio dashboard on your office TVs
Klipfolio is a very popular analytics platform, and it’s easy to see why. With their free-to-start, no-code PowerMetrics tool you can easily visualize complex BI dashboards and in-depth metrics, giving you a clear overview of how your business is doing and where you could be making improvements to your performance.
If you’re looking for something a bit more in-depth, you’re in luck; Klipfolio also offers Klips, their solution for creating custom dashboards through code. You can make everything bespoke, branding your dashboard with your company logo and colors through CSS, and allowing for automation of dashboards and reports.
Regardless of which of these solutions you choose to visualize and track your metrics, you’re going to want to make the most of it. Fugo CMS helps you to show those dashboards on your workplace TVs or any other screens you have in the office, allowing you to securely and safely share your analytics with teams and shot callers, empowering them to make the right decisions for your business.
Klipfolio & Fugo TV Dashboards
The TV Dashboards feature within Fugo CMS enables you to integrate your digital signage or screens with platforms like Klipfolio, so that you can display your business intelligence dashboards on the big screen. Fugo handles this in a uniquely secure way, safeguarding your login credentials, privacy and data by not creating a public URL that anybody can access and by not storing your login information on a player or any external device that could be taken out of your workplace or hacked.
Instead, Fugo encrypts your access credentials and works in conjunction with a private Cloud server, keeping your information protected from anybody who might be snooping on your analytics. These security measures are what make Fugo one of the most secure solutions for third-party dashboard integration in the digital signage space.
1. Best Practices for Using Klipfolio with Fugo
Connecting your Klipfolio account to your digital signage screens is straight-forward through Fugo, but before we can get to that, let’s take a look at some of the best practices to follow for setting up your dashboard display.
1. Create a service account:
We've worked hard to develop the TV dashboards feature so that your sensitive data is completely secure. But as an extra precaution, we highly recommend using a 'least privileged' service account when setting up your dashboards - this is usually an account that has read-only permissions for the dashboards you want to display on your screen(s.) You can read more about how to set up a service account with Google here.
2. Start with your dashboard URL
It's often the case that you can navigate directly to your target dashboard's URL when creating a new dashboard in Fugo. This will require you to log in, and then you’ll be redirected back to your destination. This is the quickest and most reliable journey you can make in Fugo Dashboards as it cuts out unnecessary steps in your journey.
3. Search for your dashboard
Most dashboard services have search capabilities. Instead of clicking through multiple menus, you can get to your target content quicker and more reliably by searching for it. We recommend searching the full name of the content you want to display, as partial search terms may return more items you'll have to sift through.
2. Connect your screens to a Fugo account
2.1 Log into your Fugo Account. If you don’t have an account yet, you can start your 14-day free trial here.
: TV Dashboards are a part of Fugo's Business Plan. During your free trial, you can create one dashboard. To create any more, you will need to upgrade your plan.
2.2 Make sure your screen(s) are connected to Fugo CMS. If you haven’t connected your screen(s) yet, you can find the instructions for that here.
Create a new dashboard
2.3 Click Dashboards in the top navigation bar to go to your Dashboard library. If you have not created any dashboards yet, this page will be empty.
2.4 Click Create Dashboard to get started. This will take you to the New Dashboard recorder page where you will follow the instructions to capture and preview your dashboard before publishing it to screen.
2.5 Next, you need to enter the URL that you use to sign in to your Klipfolio account (that should be app.klipfolio.com), and then click Go.
2.6 If this is your first time creating a TV dashboard, a popup guiding you on how to configure your Chrome browser to allow the Fugo recorder to run in incognito mode will appear. You can find our instructions for allowing incognito mode here. If this is not your first time, you can skip this step.
2.7 Fugo will now open an incognito window with the URL you entered in step 2.5. You will see the Klipfolio login screen. Enter the email and password associated with your Klipfolio account and sign in as usual.
💡 Tip: Make sure you deliberately click on the “Email address” field before entering your email address and then click on the “password” field before entering your password. This helps to guide the Fugo CMS recorder in repeating your login process.
2.8 After you’ve signed in to your Klipfolio account, you’ll see your home screen with your created dashboards. In this example, we’ll be using the “Sample” dashboard that comes with a new Klipfolio account. Select the dashboard you want to use from the left-hand pane, or select Dashboards and navigate to your dashboard from there. In the right-hand side pane of Fugo CMS, you’ll see the Fugo recorder noting every step you take so that it can replicate them later on its own when the integration is complete.
💡 Tip: When you’re navigating to your desired dashboard inside your Klipfolio account, we recommend using the search functionality. This can help to prevent the Fugo recorder from selecting the wrong dashboard if the order in your Klipfolio account changes in the future (for instance, if you add more dashboards).
2.9 Once you’ve reached the Klipfolio dashboard that you want to integrate with your Fugo account, Select the Collapse icon in the left-hand panel. This will close the panel and expand your dashboard to fill the browser screen, giving your metrics a little more space to breathe.
2.10 When you’re ready, and satisfied with what you’re seeing in the Fugo recorder window, select Capture Dashboard from the bottom panel. Fugo will now close the incognito window and attempt to replicate the steps that it recorded.
2.11 Once Fugo successfully retrieves your Klipfolio dashboard, you’ll see it appear in the preview area of the CMS. Make sure everything looks as expected.
2.12 If you’re happy with how everything looks, you can go ahead and click the Publish button to open the Publish popup and immediately add your new dashboard into existing playlists, or display it on your screens or channels.
You can also select Save to store it in the Dashboards section of your Fugo account and come back to publish it later.
Tips and Tricks for your Klipfolio dashboard design
Integrating your Klipfolio account with Fugo and displaying your dashboards on your digital signage is great, but that’s just the start of things when it comes to making the most of your business intelligence. To really empower your team with the metrics that Klipfolio gives you, you’ll need to consider all kinds of factors and create a clear and helpful TV dashboard.
For instance, your workplace TV screen will likely be much further away from your team members than their monitors would be, so when you’re setting up your dashboard, you should consider how it will look from a distance, rather than just from your computer or laptop screen right in front of you.
We’ve listed a few handy tips and tricks to help you maximize the benefits of your Klipfolio dashboards below:
Plan ahead. Different dashboards serve different purposes and cater to different audiences. Because of that, you’ll want to make sure you plan your layout and metrics ahead of time and collaborate with the team that will be making use of the dashboard to make sure you’re choosing the most important information.
Less is more. Klipfolio allows you to access super in-depth metrics, but that’s not always helpful for creating clear and helpful dashboards. Consider using your dashboard to show more surface-level insights, which can give your team a quick overview of how they’re performing.
Color coordinate. Business Intelligence dashboards are, ultimately, going to look pretty complex no matter how careful you are when choosing your metrics. To help with this, you should consider how you communicate with colors — but be careful not to overwhelm anybody looking at it. Bright colors should be used sparingly, and colors that have connotations (like red, and green) should be used to convey matching messages so that your viewers can easily get the gist at a glance.
Think about fonts. It’s not just color that can help or hinder your communication; your fonts will also make a difference. Use cascading font sizes to convey messages or information of differing importance (starting from the most important metrics being the largest font, down to the least important being the smallest) to convey a sense of hierarchy within your dashboard, and easily guide your colleagues’ eyes to the critical information.
If you’re looking for more tips about how to make the best dashboard possible, the experts at Klipfolio have written a guide to dashboard design for you!
Need our help?
Any questions about integrating your Klipfolio dashboards with Fugo CMS? You can drop our support team a message at email@example.com to get help with your integration, or to give us any feedback on the TV Dashboards feature.