Klipfolio

Klipfolio

Customer Verified
About TrustRadius Scoring
Score 8.3 out of 100
Klipfolio

Overview

Recent Reviews

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 …
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Excellent tool for dashboards

10 out of 10
December 06, 2019
We use Klipfolio in full-screen mode on large screen TVs in every department as departmental dashboards, displaying relevant KPIs and …
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Awards

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)
    9.2
    92%
  • Report sharing and collaboration (33)
    9.1
    91%
  • Customizable dashboards (33)
    8.9
    89%
  • Multi-User Support (named login) (33)
    8.7
    87%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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Free

$0

Cloud

Plus

$99

Cloud
per month

Pro

$229

Cloud
per month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.klipfolio.com/pricing

Offerings

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

Starting price (does not include set up fee)

  • $99 per month
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Product Demos

PowerMetrics Walkthrough
07:43
PowerMetrics | How to build a dashboard
04:49
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Features Scorecard

BI Standard Reporting

9.0
90%

Ad-hoc Reporting

8.6
86%

Report Output and Scheduling

9.4
94%

Data Discovery and Visualization

9.4
94%

Access Control and Security

9.0
90%

Mobile Capabilities

8.6
86%

Application Program Interfaces (APIs) / Embedding

8.6
86%
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Product Details

What is Klipfolio?

Klipfolio is a lightweight business intelligence platform. Small and mid-sized businesses and teams in large companies use Klipfolio to continuously monitor the performance of their most business critical data.

With Klipfolio users can:

  • Connect and automate updates for all of your data, no coding or technical expertise required
  • Uncover, explorer, and communicate insight with your entire team

  • Join, manipulate, and prep data sources using our powerful modeller
  • Publish and share beautiful interactive dashboards and metrics with colleagues using role and group access rights

All plans from Free to Pro come with Unlimited metrics, dashboards, and viewer users.

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 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: 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 Easily set the date-range and apply filters. Users with editing rights can setup chart types, adjust the layout, and set defaults.Screenshot of Understanding data means digging in - and there is no better way than applying filters and segments.Screenshot of Explore metrics using different chart types, time ranges, and segments.Screenshot of Add new metrics from hundreds of services, databases, and apps with no code.Screenshot of Choose from a list of pre-built Instant Metrics to get started, or connect your own data.Screenshot of And if you need it ... advanced data modelling tools allow you to join and prep your data.

Klipfolio Videos

A walkthrough of Klipfolio's new, lightweight BI tool that helps business leaders and their teams make better decisions with more confidence.
Learn how to add metrics and create a custom dashboard.

Klipfolio Integrations

Klipfolio Competitors

Klipfolio Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)49%
Mid-Size Companies (51-500 employees)31%
Enterprises (more than 500 employees)20%

Klipfolio Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationMobile Web
Supported CountriesGlobal
Supported LanguagesEnglish

Frequently Asked Questions

Klipfolio is a cloud app for building and sharing business dashboards via the web, TV monitors and mobile devices. SMBs and teams in large companies use Klipfolio to continuously monitor the performance of their business across marketing, sales, support, and at the executive level.

Klipfolio starts at $99.

Geckoboard, 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) and the Marketing & Advertising industry.
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Comparisons

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Reviews

(1-25 of 35)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
I appreciate those customer service reps. Their busy schedules do not prevent them from answering questions and aiding whenever necessary. Technical expertise is not required for truly stunning dashboards, but if you are interested in learning more about business intelligence and analytics, you can create some extremely powerful visualizations and reports.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
I used the support a lot at the beginning and every time I contacted them using their chat function they were quick to respond to my questions and help me understand how to fix my problems and issues. The few times they were unavailable they responded by mail within 24 hours. I really appreciated the support and quality of it.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Using and installing it is a breeze because of its straightforward design. In addition to providing excellent customer service, they are attentive and know how to respond to the needs of their customers. The editor for visualizing data is simple, yet it's a valuable tool. As a result of the continuous upgrades, they are always improving. High-quality KPI indicators function brilliantly. It's a good idea to incorporate info from various internet sources. The quality and presentation of the panels are incredibly enticing and well-organized, according to our opinion.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Setup and use are a breeze. The user interface is simple. They provide excellent customer service and are quite helpful. As a result, they have a keen sense of what their customers desire. They have a wide variety of graphs and charts to choose from. Although the visualization editor is simple to use, you must master its capabilities. Every day, they improve thanks to the numerous upgrades. As a result, KPI indicators are excellent at what they do. Helpful: It's a nice thing when data from other web sources can be plugged in. We are impressed by the quality of the panels' appearance and construction.
March 03, 2022

You Can Count On Me

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Their team was quick to respond when we had a billing query and they assisted us in resolving the issue
Gulam Gaus Warsi | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
The overall support is okay, I wouldn't go for good. I had to reach out to customer support multiple times in order to figure out how to set up the user roles and permissions. Even if I had issues but the customer support was attentive enough to listen to my problems and then come up with a solution to it.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Ultimately, a lot of tasks can be done more quickly and easily with something free like Google Sheets or Slides. Most of the data is already on those types of formats and sites and requires little to no software learning or program downloading. Klipfolio works best for large, data-heavy presentations and for special meetings rather than weekly touch-ups.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Have no complaints regarding the support. In the initial phase, what we thought was a bug was explained by the support team what we were doing wrong and it is resolved quickly. Gradually we learnt so much about the tool and the documentation available is very helpful for developers who want to make the full use of all the features available in Klipfolio.
Nigel Runesu | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
I didn't make use of the support feature as I was only there for a trial while I was exploring reporting platforms but I did, however, receive multiple pop-ups for support as well as onboarding emails from the team.
Art Stiefel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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!
From our first site visits, through platform review, assessments and demos, Klipfolio always proved to be a no-brainer for us to recommend for the agency to adopt. What made it even easier was the access to support teams, reps, knowledgebase libraries, community information boards, chat, and business support teams. At every step along the way, Klipfolio and their support staff were there to make our purchase decision easy and the ongoing support to implement and modify, update and optimize one of the easiest decisions that we would happily do again in the future as well as recommend to our peers and partners alike.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
We rarely need support, but on the few occasions we have they have been quick to answer and quite knowledgeable.
Parker O'Very | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Reseller
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Review Source
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
Review Source
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
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