Klipfolio Kickstarter: Beginner-Friendly Training

Stop Guessing. Start Building.

When I first opened Klipfolio, nothing made sense. I spent most of my time searching through forums, blogs, and videos, trying to adapt generic solutions to my specific use cases.

New tools can feel overwhelming and intimidating. Klipfolio is no exception. I created this in-person training to change that.

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What is this training about?

Klipfolio Kickstarter is a hands-on, beginner-friendly training designed to help you skip the overwhelm and start building dashboards with confidence. Instead of losing time figuring out the basics, you'll get clear guidance, real examples, and the practical skills you need to finally understand how Klipfolio works.

By the end of this training, you'll be able to:

  • Connect three different types of datsources
  • Build your own dashboards from scratch
  • Understand Klipfolio's key components
  • Feel confident using Klipfolio in real work scenarios

How is this training structured?

This live training is split into two 4-hour sessions, delivered over two consecutive days, for a total of 8 hours.

On Day 1, we focus on understanding Klipfolio’s most important components and how they work together. You’ll get a clear overview of data sources, Klips, metrics, and dashboards, and how to think about structuring them in real use cases.

Day 2 is all about building. We’ll create different types of Klips, combine them into full dashboards, and work through real-life scenarios and common questions. You’ll learn by doing, walking away with dashboards you actually built yourself.

After You Sign Up

Once you complete your purchase, you’ll receive a confirmation email right away.

As we get closer to the training date, you’ll receive a second email with:

  • A link to join the live session
  • The option to submit a sample of your own (anonymized) data
  • A chance to suggest talking points or real-world situations you’d like addressed

I’ll do my best to incorporate as many of your scenarios as possible so that the training feels relevant, personalized, and immediately useful to you.

When is the training?

This training will be offered multiple times throughout the year, at least once per quarter.

Next date (EEST):
Day 1: Oct. 09th, 2025, 13:00 - 17:00
Day 2: Oct. 10th, 2025, 13:00 - 17:00

What will we cover during the training?

Day 1 – Klipfolio Foundations

Goal: Build confidence with Klipfolio’s core structure, connect real data sources, and get familiar with key features.

  1. Welcome & Setup
  2. Klipfolio Core Concepts – Understanding the building blocks
  3. Data Sources – Connect three types of data
  4. Klips – Function, interface, and composition
  5. Your First Klips – Learn to build effective Klips based on real-life needs
  6. Q&A – Questions and clarifications

*Three short breaks will be included throughout the session.

Day 2 – Building Real Dashboards

Goal: Apply your knowledge to create functional, user-friendly dashboards tailored to real-world needs.

  1. Recap & Warm-Up - Review key concepts from Day 1 and address any open questions
  2. Dashboard Construction - Build a complete dashboard by combining multiple Klips with effective layout and design principles
  3. Real-World Use Cases - Explore practical business scenarios and challenges; learn how to solve them using Klipfolio features
  4. Personalized Build Time - Hands-on session where you create your own mini-project or replicate your reporting flow, with instructor support
  5. Q&A and Wrap-Up - Final questions, summary of key takeaways, and resources for further learning

*Three short breaks will be included throughout the session.

What do I need to join the training?

To get the most out of this hands-on Klipfolio training, please ensure you have the following:

  • A laptop or desktop computer with a stable internet connection
  • An active Klipfolio account with the necessary permissions to upload, edit, and delete data sets, as well as create and modify Klips and dashboards

Important: Prior to the training, please carefully review and follow the setup instructions sent to your email. This preparation is essential to ensure a smooth and productive learning experience.

How much does it cost and what do I get?

By joining this in-person, hands-on training, you will gain:

  • The practical skills to create and manage data sources in Klipfolio, build various types of Klips, assemble dashboards, and troubleshoot common issues
  • A complimentary PDF guide: Klipfolio Basics - your quick reference for essential concepts
  • A beginner-friendly PDF guide covering the most commonly used Klipfolio formulas and their applications
  • A PDF troubleshooting guide outlining the 10 most common Klipfolio issues and how to resolve them


Skip the frustration phase and start building real dashboards today!

Investment: €1,350 (VAT included)

Frequently Asked Questions

Do I need any experience with Klipfolio or dashboards?

No experience needed. This training is designed for beginners. You'll learn everything step by step, from connecting data to building dashboards that make sense for real use cases.

Will I get access to the training materials afterward?
Yes — you’ll receive three downloadable PDF guides to support your learning after the session:

  • Klipfolio Basics
  • Most-Used Formulas (Beginner-Friendly)
  • 10 Common Klipfolio Issues & How to Fix Them

Please note: The training is fully live and interactive. No recordings or slide decks are provided at this time.

What if I can’t attend both days?

Because the training builds across both sessions, full attendance is strongly recommended. If something urgent comes up, please contact me directly and we’ll explore possible solutions.

Where does the training take place?

This is a live online training led in real time (not pre-recorded). You’ll receive a link to join via video call a few days before the start, along with setup instructions and event details.

Can I bring my own data or dashboard challenges?

Yes! After signing up, you’ll be invited to submit anonymized data or describe your own use case. I’ll incorporate as many real-world scenarios as possible to make the training feel relevant and tailored.

Is this training right for me if I work in a small business or freelance?

Absolutely. The training is designed with business users, freelancers, and junior analysts in mind. We focus on practical, beginner-friendly skills that help you create dashboards you can actually use in your daily work.

Skip guesswork and overwhelm!

Ready to start building?

Save days of searching the internet for answers, frustrating trial‑and‑error loops, and trying to figure everything out on your own. Let’s make Klipfolio finally klick (pun intended)!