Skip to main content



What is Klipfolio?

Klipfolio PowerMetrics is a metric-centric business intelligence platform. Data teams are able to bring all of their data together and create a catalog of verified metrics that end users are able to explore and visualize using self-serve dashboards and reports.

Read more
Recent Reviews

TrustRadius Insights

Klipfolio is a versatile platform that has found wide adoption among digital marketing agencies. Users have been able to aggregate data …
Continue reading

You Can Count On Me

8 out of 10
March 03, 2022
We measure the reach of our website to find out which articles have greater visibility and decide which topics we should write more about …
Continue reading
Read all reviews


Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 22 features
  • Location Analytics / Geographic Visualization (33)
  • Report sharing and collaboration (33)
  • Customizable dashboards (33)
  • Multi-User Support (named login) (33)
Return to navigation


View all pricing






per month



per month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $125 per month
Return to navigation


BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Avg 8.2

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Avg 8.1

Report Output and Scheduling

Ability to schedule and manager report output.

Avg 8.3

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Avg 8.0

Access Control and Security

Access control means being able to determine who has access to which data.

Avg 8.5

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

Avg 8.0

Application Program Interfaces (APIs) / Embedding

APIs are a set of routines, protocols, and tools for used for embedding one application in another

Avg 7.9
Return to navigation

Product Details

What is Klipfolio?

According to the vendor's description, Klipfolio is a platform designed to facilitate metric exploration and self-serve dashboards for teams. It offers users the ability to connect with various data sources and create a centralized hub for accessing shared, updated information necessary for effective decision-making, all without the need for coding. The product touts its capacity to deliver customizable visualizations of data and ready-to-present dashboards.

The vendor suggests that industries or professions in search of comprehensive data analysis, visualization options, time-series analysis, progress tracking, audience metrics tracking, user engagement tracking, user acquisition tracking, and sales team performance tracking might find Klipfolio beneficial.

Metric Exploration and Self-Serve Dashboards

The product is designed to enable non-technical team members to create customized and powerful metrics that cater to their specific business requirements. By utilizing Klipfolio, users can streamline feedback loops and enhance collaboration by sharing dashboards with colleagues, ensuring consistent data utilization for decision-making purposes. The platform provides flexibility for teams to configure personalized dashboards with custom business logic, granularity, dimensionality, and visualizations. Moreover, users have the ability to visualize metrics from diverse data sources within a single dashboard or leverage the Explorer feature to analyze multiple metrics simultaneously in order to derive actionable insights. Overall, Klipfolio offers an intuitive solution for businesses seeking to optimize metric exploration processes and facilitate self-service creation of dashboards.

Centralized Access to Shared, Up-to-Date Data

The product's primary objective is to enhance collaboration efficiency through the provision of a unified platform for data storage and access. This eliminates the requirement for teams to navigate multiple platforms or systems, guaranteeing uniformity in working with latest information. The vendor claims that sharing this data among team members is effortless as users can be added to the account, organized into groups, and assigned specific access rights. Additionally, real-time data updates are offered on the product, facilitating the presentation of accurate and up-to-date information during collaborative endeavors. With centralized access to shared data, teams have improved productivity potential and can make better-informed decisions based on dependable insights.

Connection to Google Analytics 4

The product facilitates integration with Google Analytics 4, enabling users to conveniently access and analyze their data. The vendor offers pre-built Klips for efficient visualization of Google Analytics 4 metrics and the ability to import custom data sources. Furthermore, the product includes support in writing queries and connecting to Google Analytics 4 data through its Query Explorer feature. Given the forthcoming replacement of Universal Analytics, Klipfolio provides resources for users to migrate existing dashboards smoothly. Overall, Klipfolio's functionality empowers businesses with effective tracking and visualization of their Google Analytics 4 data for informed decision-making purposes.

Self-Serve Data Analysis and Dashboard Creation

PowerMetrics enables teams to efficiently segment and visualize their business data using a range of filters and visualization types. It simplifies the creation and sharing of dashboards while maintaining historical data for valuable insights. The platform offers a centralized repository for data modeling and storage, making it convenient for decision-makers to build dashboards and make informed choices. With a wide selection of pre-built metrics available, users can easily incorporate them into their dashboard for inspiration. The unique metric-centric architecture provides a structured approach to organizing and analyzing business metrics. Integration with various data sources, including spreadsheets, SQL, REST, and more, is seamless due to the extensive list of integration options offered. Users also have the ability to effortlessly cleanse complex or messy data. PowerMetrics prides itself on providing customizable and professional visualizations that impress without requiring additional design resources. Its seamless integration into existing workflows ensures a smooth user experience. Data security is prioritized through appropriate access controls, safeguarding sensitive information. Regular data refreshes offer up-to-date values while retaining historical trends for effective comparison between time periods and identification of changes over time. Additionally, by incorporating Airtable support, PowerMetrics expands its capabilities by allowing users to track Airtable data via custom metrics created using the powerful query builder feature. Finally, regardless of its origin, all integrated data undergoes standardization within PowerMetrics to ensure consistency across all utilized metrics.

Recurring and Threshold Goal Types

The product is designed to enable users to set and monitor their goals efficiently. It offers two types of goals: recurring and threshold. The recurring goal type allows users to track progress towards a target value over a specific timeframe and receive notifications via email or within the application upon reaching the target value. Conversely, with threshold goals, users can measure proximity to attaining their desired outcome by comparing it against a predetermined threshold value. Notification alerts can be customized to alert users when the threshold is surpassed. These features provided by Klipfolio facilitate informed progress tracking and empower users to take necessary corrective actions.

Klipfolio Features

BI Platform Features

  • Supported: Administration via Web Interface
  • Supported: Live Connection to External Data
  • Supported: Snapshot of External Data
  • Supported: In-memory data model
  • Supported: ROLAP (SQL-layer querying)
  • Supported: Multi-Data Source Reporting (Blending)
  • Supported: ETL Capability
  • Supported: ETL Scheduler

Supported Data Sources Features

  • Supported: MS Excel Workbooks
  • Supported: Text Files (CSV, etc)
  • Supported: Oracle
  • Supported: MS SQL Server
  • Supported: IBM DB2
  • Supported: Postgres
  • Supported: MySQL
  • Supported: ODBC
  • Supported: Salesforce
  • Supported: Google Analytics

BI Standard Reporting Features

  • Supported: Customizable dashboards

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Application Program Interfaces (APIs) / Embedding Features

  • Supported: REST API
  • Supported: Themeable User Interface (UI)

Klipfolio Screenshots

Screenshot of Dashboards, made with Klipfolio PowerMetrics.Screenshot of Metrics that store history and present descriptions, lineage, and ownership details.Screenshot of Metrics with adjustable chart type, segmentation, and filters for any metric.Screenshot of A downloadable PDF report. These can be shared, and views of any dashboard can be published.Screenshot of PowerMetrics, as it appears on a mobile browser.Screenshot of Online services, such as spreadsheets, or database or data warehouse, can be connected to using the query builder, SQL, or REST.Screenshot of The data feeds editor, which is used to transform, format, merge, unpivot, and create calculated columns.

Klipfolio Competitors

Klipfolio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationMobile Web
Supported CountriesGlobal
Supported LanguagesEnglish

Frequently Asked Questions

Klipfolio PowerMetrics is a metric-centric business intelligence platform. Data teams are able to bring all of their data together and create a catalog of verified metrics that end users are able to explore and visualize using self-serve dashboards and reports.

Klipfolio starts at $125.

Looker, Databox, and Microsoft Power BI are common alternatives for Klipfolio.

Reviewers rate Report Delivery Scheduling highest, with a score of 10.

The most common users of Klipfolio are from Small Businesses (1-50 employees).

Klipfolio Customer Size Distribution

Small Businesses (1-50 employees)49%
Mid-Size Companies (51-500 employees)31%
Enterprises (more than 500 employees)20%
Return to navigation


View all alternatives
Return to navigation

Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Klipfolio is a versatile platform that has found wide adoption among digital marketing agencies. Users have been able to aggregate data from multiple platforms, creating customized digital dashboards that provide a comprehensive understanding of their marketing efforts. This has proven immensely valuable in proving success to clients and showcasing the impact of their campaigns. By integrating with various MarTech tools, Klipfolio has minimized the manual effort required in data collection, analysis, and reporting. It has become an indispensable tool for marketing teams, allowing them to track business metrics such as sales sources, campaign performance, call center volume, website traffic, and social media measurements. With Klipfolio as their central hub for all important information, users save considerable time by accessing different metrics and analytics from various sources in one platform.

Email marketing agencies have also benefited from Klipfolio's capabilities. The platform enables users to turn data into visually appealing dashboards, assisting clients in making smarter decisions about their email marketing programs. By pulling data from multiple sources and comparing real-time performance with historical data, users gain better insights into company performance and can adjust their strategies accordingly. Klipfolio's strength lies in its ability to transform number-heavy and dry data into visual metrics and presentations that are easy to understand.

Certified partners rely on Klipfolio to help businesses implement dashboards that combine different data sources. This flexibility allows organizations to share data across departments, driving behaviors based on the insights provided by Klipfolio's visualizations. Additionally, investment firms utilize Klipfolio to monitor the health of portfolio companies, funds, and industry news. The platform's real-time KPI metrics replace stale report snapshots that took hours to generate, offering a more dynamic and up-to-date assessment of performance.

Marketing and analytics consultants find Klipfolio fundamental for explaining KPIs and metric performance over time. Its ease of use and helpful customer service have garnered praise from users across various industries. International sales teams, for example, rely on Klipfolio to follow sales KPIs on large screens, providing everyone with detailed insights. Furthermore, Klipfolio has proven to be a crucial tool for creating executive dashboards and displaying panels on office TVs, impressing both staff and potential clients.

Klipfolio's impact extends beyond marketing departments. It has become an essential business intelligence tool for sales and manufacturing departments, allowing them to showcase performance indicators and create enthusiasm among employees. The platform's departmental dashboards help teams visualize relevant KPIs and metrics, leading to better awareness and decision-making.

Another significant use case for Klipfolio is in the tracking and measurement of search marketing strategies. Both organic and paid search marketing efforts can be monitored using Klipfolio. Users can measure the reach of their websites and make informed decisions based on the data collected. Additionally, agencies utilize Klipfolio to track calls and provide quick insights to clients about the benefits of the products or services being sold.

Klipfolio has proven to be a valuable tool for creating analytical, operational, and executive dashboards across various departments. Business intelligence and marketing departments particularly benefit from the platform's capabilities. It allows users to monitor data from media campaigns across multiple channels and track performance results on websites.

One notable advantage of Klipfolio is its ability to handle data integration from multiple analytics services with ease. Users can also integrate it with project management tools like JIRA, further streamlining their workflows. The intuitive interface and ease of use make creating dashboards and visualizations over marketing campaign data a seamless process.

Overall, Klipfolio serves as a comprehensive dashboarding solution that enables users to report and represent their marketing efforts to clients, team members, and other stakeholders effectively. By consolidating vital company data in a single platform, teams can save time, improve decision-making processes, and increase productivity. With its wide range of applications across industries, Klipfolio has become an indispensable tool for businesses looking to visualize and analyze their key metrics.

Easy to use: Many reviewers have mentioned that the software is easy to use. They appreciate its user-friendly interface and intuitive navigation, making it accessible for users of all skill levels.

Efficient performance: Several users have praised the software for its efficient performance. They have noted that it runs smoothly without any lag or slowdowns, allowing them to complete their tasks quickly and effectively.

Responsive customer support: A number of customers have expressed satisfaction with the responsive customer support provided by the company. They have reported receiving prompt assistance and helpful responses when encountering any issues or needing clarification on certain features.

Steep Learning Curve: Several users have mentioned that there is a steep learning curve when using Klipfolio, especially for those with less experience in Excel, SQL, and database design. Some users have found the user interface to be confusing and suggested that organizing tabs and settings could be improved.

Limitations in File Size Upload and Integrations: Users have expressed that there are limitations in terms of file size upload and third-party integrations. This has been mentioned by multiple reviewers as a drawback of using Klipfolio.

Documentation and Support Could Be Better: Some users have felt that the documentation and support provided by Klipfolio could be better. They have mentioned a desire for more examples, methods, and instructional materials to help them work with JSON calls, websites, services, and other features of the tool.

Users highly recommend investing in Klipfolio for visually appealing dashboards and quick implementation. They find it to be a good program for performance management, tracking, and representing company goals and KPIs.

It is recommended to spend upfront time on training and implementation, especially for using APIs, to fully utilize Klipfolio's capabilities. Users suggest keeping teams up to date with data and KPIs through the software and utilizing the support staff for customization needs.

Users recommend Klipfolio for small businesses on a budget, particularly those familiar with Excel formulas and SQL. They advise trying Klipfolio on a trial basis and utilizing the support team for any questions or concerns. Users find Klipfolio to be a solid BI tool with an excellent price point for customizable business dashboards and easy integration with platforms.

Attribute Ratings


(1-25 of 35)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
A single spot for all our company's vital data saves time and effort, and we've found Klipfolio to be an excellent choice for this purpose. Our time is saved by being able to monitor data and analytics from a variety of sources on a single platform. In both organic and paid search marketing strategies, it has a big impact.
  • Creating complex dashboards to monitor many metrics throughout your whole metrics collection is absurdly simple.
  • With a “plug-and-play” system, almost any integration is conceivable without requiring any coding at all.
  • Klipfolio comes with a variety of dashboard templates that can be used as a starting point for your creations.
  • In certain cases, instructional materials are out of date and don't correlate to the most current product available.
  • Some technical knowledge is required to move beyond the pre-built klips and connectors.
Any company that wants to monitor dashboards and simply shares them with others would benefit from this feature. Your company's identity can be reflected in the design and exhibited on a television screen. Many data sources were connected, which allowed us to properly monitor our goals and bring all of our departments together while reviewing metrics.
Score 9 out of 10
Vetted Review
Verified User
Klipfolio was implemented first at the sales department to show performance indicators and how the sales department performed at specific sectors and segments. Later the dashboards were also implemented in the manufacturing department to show how they performed and to create enthusiasm for the employees. Generally, Klipfolio helped us to be more data-driven and to visualize the data with nice graphics.
  • Visualizations.
  • User support and documentation.
  • Easy user interface.
  • Integration options for Danish software.
  • Danish representative/local support.
  • Even more documentation.
Klipfolio is a really great software solution for small companies or even larger companies not using Microsoft or other tools. Klipfolio offers very nice visualizations and it's easy for most users that are experienced with Excel to set up the BI dashboards. If you are not skilled in Excel this could be difficult to get started with.
Score 10 out of 10
Vetted Review
Verified User
It's critical to keep the team in the loop on progress toward the team's objectives. Teams must be able to assess their progress toward achieving their objectives. The organization and its employees benefit from this since it keeps everyone focused on the tasks at hand and enables them to meet or even exceed their individual and collective goals. Projects benefit from displaying progress and highlighting any gaps that need to be addressed immediately. Look at anything that matters to your team and visualize it.
  • Customers rave about the company's exceptional level of service. They were successful in resolving several problems.
  • Compared to other options, this is a great value.
  • New features are being introduced all the time.
  • It's priceless to be able to pull data from a variety of sources.
  • For those who aren't familiar with coding, Klips can be confusing.
Using Klipfolio is one of the finest ways we can expand our business because it is so simple to use and always has new features that make it better. We also appreciate the excellent customer service they offer. There are several benefits to making this investment in your company's efficiency and profitability. We think it's worth the money.
Score 9 out of 10
Vetted Review
Verified User
The BI tool for sales and marketing has been aided by Klipfolio. Keeping our staff and potential clients informed has been beneficial. We were able to create panels and display them on the TVs in our offices with the help of this platform. Everyone was amazed at how far we had progressed in such a short period. That they were able to procure this piece of software makes the marketing department quite delighted. They were able to maintain total command and refine their methods and technology as a result.
  • All my reporting requirements have been met.
  • Salesforce, HubSpot, Mailchimp, Google Drive, and other business applications are quite easy to integrate with.
  • The information you need is at your fingertips in a matter of seconds.
  • Whenever I have a question, the customer service is always there to answer it.
  • Many attempts must be made until the graphs perform as desired.
  • It can be difficult to learn how to build and fix APIs if you don't already have the know-how.
  • Permissions and roles are set up in a convoluted manner that makes no sense.
It's a piece of software that's capable of almost anything. Dynamic variables can be changed in real-time via the interface's UI/UX and UI/UX customizations. As a result, it can always keep its database up-to-date and obtain the most current information from a variety of sources. The Klip customer service team is extremely friendly and helpful. Every time a problem with the Klip setup arises, they're there to help. As a result of their activities, they try to work with the group's experience.
March 03, 2022

You Can Count On Me

Score 8 out of 10
Vetted Review
Verified User
We measure the reach of our website to find out which articles have greater visibility and decide which topics we should write more about or pay more attention to.
  • Gives you accurate numbers
  • Well structured charts
  • Incredible UI design
  • You have the same font everywhere
  • Minimum number of templates
  • You cannot organize the template in any other way than how it is presented
It works well for my small organization, even though the reach of my website is quite large. I used to use another page to analyze my data but this one is quite responsive.
Score 8 out of 10
Vetted Review
Verified User
We used Klipfolio as a Dashboarding solution to report back and represent our marketing efforts back to clients, team members and other stake holders
  • Custom Reports
  • Custom Metrics
  • Dashboard Creation
  • Multiple Data source implementation
  • none
Klipfolio is great for non techy people looking to create a simple dashboard or report with multiple data sources, a wide array of custom metrics to calculate basically any metric you can think of.
Gulam Gaus Warsi | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Klipfolio within my organizaition is used as a solution that can pull data from various different sources and that data can be used to create dashboards. With Klipfolio, we gather and process our data in real-time. We also compare the real-time performance with our historical data to have a better insight into our company’s performance.
  • Reports Interface
  • Score Cards
  • Dashboards
  • Calculated Fields
  • Automodeling
  • Data Discovery
  • Interface
  • Pricing
  • Documentation
  • Support
Klipfolio is well suited for cases where users need dashboards that look visually appealing and want to go live quickly, Klipfolio should be one of the top choices. The main problem for us is to view data at one place. The ability to see data mashed up from different systems and viewed on a single dashboard is the key area where Klipfolio comes in.
Score 8 out of 10
Vetted Review
Verified User
We use Klipfolio for creating visual metrics for presentations and visualizations for sales consulting. We often use the program to show off number-heavy and dry data in more colorful and interesting presentations. Coworkers and clients are both captivated with the graphics and it is easier to keep their attention. Large numbers can often get lost and the visuals help a ton to understand the scale of things.
  • Visuals
  • Easy to use
  • Intuitive setup
  • Easy to use, hard to master
  • I think the UI is well done but organizing the tabs and settings could help
  • Importing additional types of data would save a ton of time. The click-and-drag function is the best.
  • Display more than one line or bar on the same chart
I would really only advise people to use this if they are using lots of numbers or data and have to present that data to a client, coworkers, or higher-ups. Graphics are interesting enough but creating an easier and less data-intensive program would help me recommend to others. Otherwise using something like Google Charts or Google Analytics would work better in most cases.
Score 9 out of 10
Vetted Review
Verified User
We used Klipfolio to create dashboards and visualizations over the marketing campaign data that we get from from Google Analytics. It was easy to use, intuitive and we were able to create good-looking dashboard in a short span of time and the business users are happy with the dashboard and the decision to go with Klipfolio.
  • The UI is excellent and loved by C level executives
  • Data Integration from many sources
  • Detailed Documentation and good support
  • Dashboard Customizations to suit the needs of business users
  • Limited API settings
  • Development time could be better since some features which are available out of the box in other tools needs time and effort to replicate here
It is simple and easy to connect to data and create dashboards which look good. Do not recommend for scenarios where high customizations are required. There is a steep learning curve but once you get around the initial learning phase, you can get the most out of it. Mobile app support is good and we plan to develop more dashboards using Klipfolio in future.
Nigel Runesu | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
I used Klipfolio while I was exploring a reporting platform for my freelance service. I used it for reporting back to clients on their website traffic and PPC and Social Media Marketing performance on a live dashboard that they could access at any time they needed the information or insight.
  • Importing data from various sources.
  • Reporting dashboard.
  • Custom metrics.
  • Trial features.
Klipfolio is a great tool for businesses and entrepreneurs that want to keep an eye on certain metrics from various platforms in one place with very little hassle and easily set up dashboards for those that are non-technical and willing to spend a few bucks on a reporting platform. The custom metrics on MetricHQ were a bonus for when you are not quite sure what to track or how to implement it.
Art Stiefel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We have used Klipfolio as a single point of truth for aggregating our client data from multiple platforms and centralizing. Klipfolio enables us to create our own customized digital dashboards so that we can get a live 360º view of our digital marketing efforts in real-time. With so many integrations these days it is more important than ever that we are able to minimize the manual efforts in data collection, analysis, and reporting. No other platform we have tried has been able to provide us with such as much of a comprehensive understanding of how well our efforts are working so we know where, when, and how to consider our next dollar spent on marketing.
  • Klipfolio provides intuitive set up and integrations.
  • Klipfolio is the best version of a "low-code / no-code" approach to dashboard creation.
  • Klipfolio enables us to design comprehensive reports that make monthly, quarterly, and annual reporting a breeze.
  • Klipfolio has provided us with access to a data aggregation platform that does everything we need for the business solutions that we offer our clients and doesn't break the bank to do so.
  • While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
  • Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
  • It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.
I have used Klipfolio over several years at advertising agencies where I have worked and it has proven, time and again, to be an incredible addition to our marketing campaign data tracking, capture, and analysis for many of our clients. Not only have I used Klipfolio to great success at work, but I have also recommended it to close friends and other marketing industry peers and partners that I have worked with. As a platform for data management, Klipfolio is always improving its offering with new and improved UI/UX features, functionality, improved integration options, strong analytical data assessment, and incredible reporting features. Whenever anyone asks, I readily and confidently recommend that they adopt Klipfolio as their go-to platform for data aggregation, reporting and just looking awesome for all of their clients!
Score 10 out of 10
Vetted Review
Verified User
We use Klipfolio in full-screen mode on large screen TVs in every department as departmental dashboards, displaying relevant KPIs and metrics to teams on their performance, goals, and trends. Klipfolio has helped us create useful visualizations for data in disparate sources and display it in a consistent interface. Surfacing KPI data to teams and managers in such a prominent way has lead to better awareness and decision making across the board.
  • Simple yet powerful visualization editor
  • Integrations with numerous data sources
  • Excellent documentation
  • Shared/permalink dashboards are perfect for allowing private access without requiring login
  • Power Metrics help trend data that isn't otherwise in time-series format
  • Lack of color themes (only light/dark)
Klipfolio is an excellent tool for basic to intermediate data visualization / dashbaording. It is best used for live display of data from various sources in a consistent interface, but can also be used to a lesser extent for exploratory, self-service business intelligence.
Parker O'Very | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Klipfolio as our BI tool for Sales and Marketing. We use it for reporting. I've created dashboards and display them on TV screens around the office. I use the mobile app to keep tabs on metrics on-the-go. I use its integrations with Salesforce, Google Analytics, LinkedIn, Twitter, Facebook, Marketo, and a couple of others for my reports and dashboards.
  • Dashboard design. Super simple and easy to set up, move and size components, and display.
  • Klip creation. This is report/chart creation. Klipfolio straddles the line well between ease-of-use and robust capability for data crunching and visualization.
  • Data sync. I have had very few data sync issues. The sync just works and it is very light-weight on API calls.
  • Multiple data source formats. You can make data sources in JSON, Summarized View, and Detailed View.
  • Modeled data sources. You can create modeled versions of any data source, which allows you to lock in data formats, add columns (including formula columns), and more.
  • Team permissions. I have been able to set team permission sets and use that to display the given dashboards around the office. With this, I can control who has access to which data.
  • Chart options. There is a great selection of chart types to choose from.
  • Great support. Their support staff has always been very responsive—almost always immediate. I have always been able to resolve my issues with them.
  • I wish there was an option to display timelined data in a quarterly increment. I can daily, weekly, monthly, yearly, but not quarterly.
  • The data filtering options are often lacking. I almost always have to make sure to filter my data in the sourced CRM report before I create the data source, rather than adding the filters afterward in Klipfolio. I'm sure I could remedy this if I were better at JSON.
  • I've found that you can report on just about anything if you're able to manipulate the JSON report. I wish there were more templated reports and charts, especially for Marketo, social platforms, and Google Analytics.
  • I wish you could display more than one line or bar on the same chart. For example, I'd like to display last quarter's conversion stats on top of this quarter's stats to show a comparison in the same line chart. But I haven't found a good way of doing that yet.
  • I really love using the mobile app, but on IOS it gets funky when you switch between portrait and landscape. Maybe it is an issue with the notched design on iPhone X and beyond. The hamburger menu spacing gets messed up when you start in portrait, switch to landscape to view better, then back to portrait--it ends up being right over the time display and you can't tap on it.
  • Sharing is clunky. I really like that I can password protect shared dashboards, but I wish it was easier to share/send links to dashboards internally with the team when strict privacy is not needed.
  • I like the dark theme, but wish it didn't display all the chart colors in the negative. It's really weird to have to make sure all the chart colors are the lightest in order to display the darkest when on dark theme. I wish the theme just changed the background color instead of inverting all the colors.
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.
Dave Moll | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
As a digital marketing agency, our clients will continue to judge our contributions by the bottom line. But if you are a digital marketer, your contribution to the bottom line is nebulous at best. Right? So you, like us, need a way to measure and display these metrics in a way that proves success. You need a solution that can connect to more MarTech that you knew even existed and aggregate the data for easy consumption. Hello Klipfolio!
  • Connects to a TON of MarTech
  • Prebuilt metrics are quite useful
  • Great support for when you get stuck
  • Steep learning curve
  • Dashboards really need a "master refresh" button
  • Most people hate reports
If your MarTech stack is unwieldy, then Klipfolio can help wield your data. We measure EVERYTHING here at Access Marketing Company, so that means I've got a dozen Chrome tabs open and I'm constantly cross-referencing my data. With Klipfolio, I can connect all these different sources and combine their data as I track leads through the funnel. I can set numeric goals in my metrics and monitor my progress daily. I can see a situation or two (or more, for sure) where Klipfolio is just too much. For example, a B2C that generates 80% of its sales through Facebook. The FB dashboard is all you would really need. Or maybe your company lives in the Google Suite. Data Studio (or maybe just straight Google Analytics) would suffice.
Francois Salvert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I have three clients currently using Klipfolio. It's mainly used by marketing teams to follow business metrics such as sales (online and offline) sources, campaign performance, call center volume of calls received, website traffic and Facebook measurements. Dashboards are built to answer both marketing specialist needs like to follow daily campaign spends but it's also used by director and VPs to quickly have access to current sales volume and forecasts.
  • 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.
  • Klipfolio is not a reporting tool such as Tableau nor Power BI. It's a real dashboard solution meant at visualizing KPIs. If you need a reporting solution to investigate and drill deeper into datasets, Klipfolio is not for that.
Klipfolio would work best in an open communication team where showing performance for each team is key. Dashboards would help everyone in the team/organization to identify how their actions and being transferred to positive effects on KPIs. By removing the knowledge barriers between different source systems such as Google Analytics, Survey Monkey, Google Ads or SQL databases, any user can view performance in a common visual interface provided by Klipfolio.
Rubem Klein Jr. | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are sharing with the whole company performance data from our different apps. We will also be sharing progress on KPIs and OKRs from different departments within the company.

Besides that, we will be providing similar data with partners from these different apps.
  • Building a flexible and robust product, with loads of features and all the integrations I need.
  • Amazing customer support.
  • Accessible pricing.
  • I had very few experiences where the support staff wasn't as helpful as other support staff from Klipfolio itself.
  • The product is considerably friendly for newbies and easy to use, but a better onboarding or a questionnaire that would provide me with the exact answers I needed would be wonderful.
It is well suited for all levels of knowledge. But if you're looking for a tool that will give you insights without using your brain then it's not a good fit.
Brian Dainis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Klipfolio to get real-time KPI metrics across our entire organization. Previously we were building report snapshots which instantly became stale and took hours to generate.
  • Extremely easy to get reports once setup
  • Gives you outlook on historical and future data trends
  • Saves you a ton of time building custom reports
  • Allows you to grow your business more intellegently than before
  • Honestly, I don't have a single bad thing I'd say about Klipfolio. Maybe there is a learning curve for some people that don't have data analytics experience, however, the Ninja team at Klipfolio is so amazing and on the ball that it's not an issue and the platform has a great degree of customization, so I don't consider this a con at all actually. Special shout out to Adam from the ninja team for all the support he has given us.
I'd always recommend Klipfiolio.
Matthew Berry | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Klipfolio to visualise data across a wide array of data sets (departmental KPIs, key business progress etc). It allowed us to simplify departmental assessment procedures & easily asses areas which require improving on.

Klipfolio allows you to easily integrate with third-party services (such as Slack, MySQL etc) in order to pull data & display it in a readable format.
  • Easily integrates with third-party services
  • Can refine data within the application itself without the requirement of restructuring your database design
  • Provides a simple interface for learning
  • Data refreshes are efficiently handled & documentation is rich
  • A slightly steep learning curve for people with less experience in Excel, SQL & database design
- Can integrate easily with a wide array of third-party services
- Template dashboard elements provided for easy learning material
- Highly detailed software usage instructions & forums for discussion - so tackling problems is made a lot simpler
- Officially produced video documented guides reduces the learning curve
- Extremely flexible & able to refine data sets without the necessity of simplifying database design beforehand
- Affordable & excellent support staff
- Efficient refresh rates for data (& high level of customisation supported)
Lisa Wester | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Rooted Elm is an email marketing agency. By turning data into a visual dashboard, Rooted Elm is able to support our clients in making smarter decisions about their email marketing program, identify gaps and enhance overall subscriber engagement.
  • Knowledgebase - Recently Klipfolio has made improvements to their interface and functionality allowing it easier for a non-formula minded marketer (like myself) to use. Being the visual person that I am, I find the video library as well as the knowledgebase with examples helpful and reference them often to build the visual component I need.
  • The hover effect showing the details of a particular data point is extremely helpful and enables the user to take a closer look at specifics if they choose.
  • Sharable. Klipfolio makes it easy to share the dashboard with stakeholders in a variety of formats - PDF, JPG, CSV, etc.
  • Klipfolio Ninja Services has assisted me in advancing the dashboards I create for our clients to an entirely new level. Most often I have the vision and know how I want to parse the data -- but sometimes the right formula or a better, more straightforward way of bringing the data to life happens with Janice, our Klipfolio Ninja!
  • 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.
We utilize Klipfolio to monitor email marketing performance and subscriber engagement for our clients over time. We incorporate a variety of data sources some are direct third-party connections such as SurveyGizmo while others are excel file upload or an FTP connection.

Two of our clients are starting to utilize Klipfolio to study internal processes, team performance, and customer service in addition to email marketing performance history to discover trends.
Score 9 out of 10
Vetted Review
Verified User
We utilize Klipfolio across the entire organization - we have 6 - 47" TVs scattered around the main gathering locations within the building, which we display Klipfolio on. Klipfolio has allowed us a very easy method for displaying key metrics that are of interest to the entire organization, along with the ability to have additional metrics displayed on specific TVs where more teams may want specific information (i.e. - TV closes to production may display additional production-related metrics instead of the TV near the software team). Prior to this, most information was either presented in an email or not at all, and certainly did not have the visual appeal of graphics that Klipfolio allows us to generate from our tabular data.
  • Klipfolio provides a vast array of formulas and charts for us to utilize to display the data we want in a way that is meaningful.
  • Klipfolio Support has been instrumental in our success of utilizing Klipfolio when it came to more complex metrics we needed to display.
  • From setup to implementing our first dashboard took less than an hour and was extremely intuitive.
  • Would like to see more examples and methods for working with JSON calls with websites and services.
  • Additional color options for dashboards.
Klipfolio is ideal for organizations wishing to display meaningful charts and graphs from tabular data - key metrics from sales, production, software, to even company news.

It's ideal at obtaining CSV files that are automatically generated and emailed to it, which it then can automatically parse and present graphically on the timetable that you want. As example, we have a third party program that has an emailed reports feature - we simply tell the program to email the report every minute to a specific klipfolio address, and from there our dashboards automatically update each time the report is generated and fed into Klipfolio.
Stephanie Dias | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Klipfolio is being used across the whole organization and help us to create and control information in order to increase our productivity.
  • Klipfolio is really important to help us control information and create efficient dashboards
  • I wish we could have all analytics information as a default Klip, there are several things we need to customize and import through API
It suits perfectly to build great dashboards and increase our productivity.
Arjanne Pruntel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are Certified Partners of Klipfolio, so we are fans. :-) We help a lot of businesses with the implementation of their dashboards. Besides that, we use Klipfolio ourselves as well. The biggest pros: the ability to combine a lot of different sources, the possibility to build your own custom dashboards with all the metrics/data you want to see at one place and the awesome support team of Klipfolio! They are always there to give suggestions or help you build the klips you want.
  • Combine a lot of sources
  • Build your own, tailor made dashboards
  • Support
  • Steep learning curve
Well suited if you want more insights!
Colin Castle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Klipfolio to manage our business dashboard and publish department-centric dashboards. Our main focus is to share the mountain of data we have about our company and performance with our staff and drive behaviors based on the data.
  • Great support team, my main support person Janice has been awesome over the last 2 years of working together.
  • Lots of integrations with Facebook, Google Analytics, LinkedIn, and many others.
  • Very flexible platform and ability to bring data in from multiple and different data sources.
  • If you are an Excel guru then Klipfolio is easy, if not it is intimidating without some help.
I think it is well suited for all environments where leadership needs to look at data points within a company or team. To me this is an easy way to share data in an easy to view way for all levels of an organization
Alessandro Foti, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I've started using Klipfolio to create an executive dashboard. Great product, powerful and relatively easy to use - and when you get stuck, customer service is always there to help, and quickly! I love the "chat" feature of customer service, it has saved me a LOT of frustration. I definitely recommend this product!
  • Very flexible platform
  • Easy to use
  • Beautiful layouts
  • Great support
  • A bit hard to use, but it's to be expected for such a powerful product
Great for executive dashboards.
Score 10 out of 10
Vetted Review
Verified User
We use Klipfolio to track calls in to our many clients. It has an easy to read platform so that our clients get a quick insight to the benefits of what we sell.
  • Customer Service - They are available via chat all day to help with any aspect of the site, including formulas.
  • Knowledge - They have been able to help me with every detail of what I am trying to accomplish. I am having to pull in data from multiple sources which makes the formulas very complicated. They have been able to help me at every step to come up with solutions.
  • Great design - The design of the Klips and the dashboards are easy to put together and extremely versatile. You can design your dashboard to look anyway you and your clients want.
  • I build a lot of reports in Excel that I keep on my PC. It would be nice if there was a way to automatically upload the data, by means of macros.
Any company that uses data to drive decisions would benefit from being able to put together the data on Klipfolio
Return to navigation