What users are saying about
49 Ratings
49 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.1 out of 101

Likelihood to Recommend

Klipfolio

Klipfolio is fantastic for Salesforce reports. I am able to create a report in SFDC and reference it in Klipfolio, then create my visualizations, reports, and dashboards. This really helps me because I am no good with JSON. For ultra-complex reporting needs, it might not be the right way to go. But for us, it is really good. Another great thing is that they offer a free trial of their full-capability platform so you can see if it is the right tool for you before buying.
Parker O'Very profile photo

Feature Rating Comparison

BI Standard Reporting

Klipfolio
8.9
Pixel Perfect reports
Klipfolio
9.1
Customizable dashboards
Klipfolio
8.5
Report Formatting Templates
Klipfolio
9.1

Ad-hoc Reporting

Klipfolio
9.0
Drill-down analysis
Klipfolio
9.0
Formatting capabilities
Klipfolio
9.0
Integration with R or other statistical packages
Klipfolio
9.1
Report sharing and collaboration
Klipfolio
8.7

Report Output and Scheduling

Klipfolio
9.4
Publish to Web
Klipfolio
9.6
Publish to PDF
Klipfolio
9.2
Report Delivery Scheduling
Klipfolio
9.4

Data Discovery and Visualization

Klipfolio
8.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
Klipfolio
8.1
Location Analytics / Geographic Visualization
Klipfolio
7.9
Predictive Analytics
Klipfolio
10.0

Access Control and Security

Klipfolio
9.2
Multi-User Support (named login)
Klipfolio
8.9
Role-Based Security Model
Klipfolio
9.2
Multiple Access Permission Levels (Create, Read, Delete)
Klipfolio
9.0
Single Sign-On (SSO)
Klipfolio
9.9

Mobile Capabilities

Klipfolio
8.7
Responsive Design for Web Access
Klipfolio
9.6
Dedicated iOS Application
Klipfolio
8.6
Dedicated Android Application
Klipfolio
8.2
Dashboard / Report / Visualization Interactivity on Mobile
Klipfolio
8.2

Application Program Interfaces (APIs) / Embedding

Klipfolio
7.4
REST API
Klipfolio
9.0
Themeable User Interface (UI)
Klipfolio
5.8

Pros

Klipfolio

  • Klipfolio can source the data used from Dropbox to easily incorporate offline data such as targets in Excel files or call center data exported in CSV files.
  • The UI is easy to use while still being very powerful. If you know Excel formulas, you will quickly find your way in Klipfolio.
  • Dashboards created in Klipfolio are automatically resized based on the device used. Even on mobile phones with 5-inch screens, VP can remotely access their business KPIs and have near real-time data.
  • Klipfolio support in excellent. They offer live chat and a very rich QA section. When you first register, you can participate in online training to get you started as quickly as possible.
  • Klipfolio licencing is very affordable.
Francois Salvert profile photo

Cons

Klipfolio

  • Onboarding. The process of setting up a new client for a dashboard can be a little tedious.
  • File size upload and third-party integrations. I have been limited to the size of the .csv file we were uploading but we were able to find a workaround.
Lisa Wester profile photo

Usability

Klipfolio

Klipfolio 8.2
Based on 1 answer
Because I'm very satisfied with it. i think that it is as easy at you would need, and you can create reports as complex as you could need.
Miguel Ángel del Hoyo profile photo

Implementation

Klipfolio

Klipfolio 8.2
Based on 1 answer
None at all; just be sure of what information you will need for working.
Miguel Ángel del Hoyo profile photo

Alternatives Considered

Klipfolio

Klipfolio had the best API. We could connect more MarTech with Klipfolio than any other BI tool we used. Klipfolio's API was also the most stable. We ran into connectivity issues with some of the competitors. The metrics wouldn't refresh because the API lost the connection to the tool. Klipfolio's data aggregation capabilities were better than most. Combining data between different data sets was a big challenge we ran into with other BI tools. Klipfolio was able to bring multiple data sets together into one metric and allow us to aggregate all those data points into a useable metric. Klipfolio also has competitive pricing. The pricing allows us (as an agency) to roll some of the costs into our reporting offerings.
Dave Moll profile photo

Return on Investment

Klipfolio

  • It's still fairly new so it's hard to say.
Marcus Henningsen profile photo

Pricing Details

Klipfolio

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Add comparison