What users are saying about
53 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 100
5 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

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 | TrustRadius Reviewer

Phocas Business Intelligence

The D3 community is a tight knit set of businesses that share business solutions, and this tool should be high on the list for anyone operating in our industry. If you do not want to host the software resources on your servers, Phocas has a cloud-integrated solution as well.
Kenny McGarrity | TrustRadius Reviewer

Feature Rating Comparison

BI Standard Reporting

Klipfolio
9.0
Phocas Business Intelligence
9.4
Pixel Perfect reports
Klipfolio
9.1
Phocas Business Intelligence
Customizable dashboards
Klipfolio
9.0
Phocas Business Intelligence
9.4
Report Formatting Templates
Klipfolio
9.1
Phocas Business Intelligence
9.4

Ad-hoc Reporting

Klipfolio
8.6
Phocas Business Intelligence
8.7
Drill-down analysis
Klipfolio
9.1
Phocas Business Intelligence
9.8
Formatting capabilities
Klipfolio
9.0
Phocas Business Intelligence
7.7
Integration with R or other statistical packages
Klipfolio
9.1
Phocas Business Intelligence
Report sharing and collaboration
Klipfolio
7.4
Phocas Business Intelligence
8.6

Report Output and Scheduling

Klipfolio
9.5
Phocas Business Intelligence
7.3
Publish to Web
Klipfolio
9.0
Phocas Business Intelligence
Publish to PDF
Klipfolio
9.8
Phocas Business Intelligence
9.3
Report Delivery Scheduling
Klipfolio
9.8
Phocas Business Intelligence
7.1
Report Versioning
Klipfolio
Phocas Business Intelligence
5.5

Data Discovery and Visualization

Klipfolio
8.8
Phocas Business Intelligence
6.4
Pre-built visualization formats (heatmaps, scatter plots etc.)
Klipfolio
8.1
Phocas Business Intelligence
7.5
Location Analytics / Geographic Visualization
Klipfolio
8.4
Phocas Business Intelligence
4.5
Predictive Analytics
Klipfolio
10.0
Phocas Business Intelligence
7.3

Access Control and Security

Klipfolio
9.1
Phocas Business Intelligence
7.3
Multi-User Support (named login)
Klipfolio
8.6
Phocas Business Intelligence
7.4
Role-Based Security Model
Klipfolio
9.2
Phocas Business Intelligence
7.4
Multiple Access Permission Levels (Create, Read, Delete)
Klipfolio
9.2
Phocas Business Intelligence
7.0
Single Sign-On (SSO)
Klipfolio
9.4
Phocas Business Intelligence

Mobile Capabilities

Klipfolio
8.1
Phocas Business Intelligence
7.7
Responsive Design for Web Access
Klipfolio
9.4
Phocas Business Intelligence
8.2
Dedicated iOS Application
Klipfolio
7.5
Phocas Business Intelligence
Dedicated Android Application
Klipfolio
8.2
Phocas Business Intelligence
Dashboard / Report / Visualization Interactivity on Mobile
Klipfolio
7.4
Phocas Business Intelligence
7.3

Application Program Interfaces (APIs) / Embedding

Klipfolio
7.8
Phocas Business Intelligence
REST API
Klipfolio
9.0
Phocas Business Intelligence
Themeable User Interface (UI)
Klipfolio
6.6
Phocas Business Intelligence

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 | TrustRadius Reviewer

Phocas Business Intelligence

  • Phocas is great at drilling down data, getting specific information, and presenting it in a report.
  • Phocas can be used to view up to the minute data gathered from the database.
  • It allows the user to create and view different type of dashboards very easily.
Anonymous | TrustRadius Reviewer

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 | TrustRadius Reviewer

Phocas Business Intelligence

  • Ability to build reports
  • Could be more user friendly
Olivia Gonsalves | TrustRadius Reviewer

Usability

Klipfolio

Klipfolio 9.0
Based on 2 answers
The Klip Editor is very easy for non-technical people to begin using, yet is not over-simplified. It is full-featured enough to allow more advanced usage and has excellent documentation if you get stuck
Anonymous | TrustRadius Reviewer

Phocas Business Intelligence

No score
No answers yet
No answers on this topic

Support Rating

Klipfolio

Klipfolio 9.0
Based on 1 answer
We rarely need support, but on the few occasions we have they have been quick to answer and quite knowledgeable.
Anonymous | TrustRadius Reviewer

Phocas Business Intelligence

No score
No answers yet
No answers on this topic

Implementation Rating

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 | TrustRadius Reviewer

Phocas Business Intelligence

No score
No answers yet
No answers on this topic

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 | TrustRadius Reviewer

Phocas Business Intelligence

Phocas is easy to use for end users and can be used on desktops, laptops, and phones.
Anonymous | TrustRadius Reviewer

Return on Investment

Klipfolio

  • It's still fairly new so it's hard to say.
Marcus Henningsen | TrustRadius Reviewer

Phocas Business Intelligence

No answers on this topic

Screenshots

Pricing Details

Klipfolio

General

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

Phocas Business Intelligence

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Klipfolio
9.5
Phocas Business Intelligence
8.3

Usability

Klipfolio
9.0
Phocas Business Intelligence

Support Rating

Klipfolio
9.0
Phocas Business Intelligence

Implementation Rating

Klipfolio
8.2
Phocas Business Intelligence

Add comparison