Klipfolio Reviews

52 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.0 out of 100

Do you work for this company? Manage this listing

Overall Rating

Reviewer's Company Size

Last Updated

By Topic




Job Type


Reviews (1-25 of 26)

Parker O'Very | TrustRadius Reviewer
October 04, 2019

Really great lightweight BI tool! It packs a real functionality punch for such an easy-to-use platform!

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.
Read Parker O'Very's full review
Anonymous | TrustRadius Reviewer
December 06, 2019

Excellent tool for dashboards

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.
Read this authenticated review
Dave Moll | TrustRadius Reviewer
May 23, 2019

Klipfolio Might Be the Last BI Tool You Will Buy

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.
Read Dave Moll's full review
Francois Salvert | TrustRadius Reviewer
November 30, 2018

Klipfolio, the best dashboarding solution.

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.
Read Francois Salvert's full review
Richard Peterson | TrustRadius Reviewer
November 21, 2018

Klipfolio is great for building dashboards for people on the go.

Score 10 out of 10
Vetted Review
Verified User
Review Source
Klipfolio is being used to present dashboards to my boss and members of the executive leadership team. I like the ability to control what they see and religiously update our deliverables to keep them up to speed. They like the ability to use their smart phone at any time of the day no matter where they are and be able to see how the websites are doing without having to fire up their laptop computer and logging into a portal or downloading a PDF. It is short, simple and sweet.
  • I can tailor results to different audiences via multiple dashboards.
  • I was able to quickly train the ELT members on how to use it. They even downloaded the app themselves. Really surprised me.
  • I think we could do a better job of providing real time stats, not just "historical" views.
  • Need to be more innovative with what other apps are doing. If you stay the same for a long period of time you are actually going backward.
I like the fact that no matter where in the world a member of the ELT is traveling, as long as they have a signal they have access to my data. You'd be surprised at the different times of the day I receive emails from them about something they just saw on Klipfolio.
Read Richard Peterson's full review
Rubem Klein Jr. | TrustRadius Reviewer
August 09, 2018

Amazing and flexible Product with outstanding Customer Support.

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.
Read Rubem Klein Jr.'s full review
Lisa Wester | TrustRadius Reviewer
June 11, 2018

Metrics & Momentum with Email Marketing

Score 10 out of 10
Vetted Review
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.
Read Lisa Wester's full review
Matthew Berry | TrustRadius Reviewer
June 26, 2018

Klipfolio Proves For A Powerful & Revolutionary Dashboarding Experience

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)
Read Matthew Berry's full review
Brian Dainis | TrustRadius Reviewer
August 03, 2018

Klipfolio continues to amaze me

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.
Read Brian Dainis's full review
Joachim Jepsen | TrustRadius Reviewer
March 23, 2018

Klipfolio is PERFECT

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Klipfolio in both manufacturing and sales. It's a fantastic tool to filter large amounts of data and display our KPIs in a nice visual way.
  • Nice visuals
  • Easy to use
  • Friendly supporters
  • I have not yet run into something that wasn't solved by their support team or something I was missing in terms of functionality
I think Klipfolio can be used in almost every thinkable situation when it comes to displaying data. There are so many different integration possibilities and the supporters are very good at helping you - they can also help you make a specific code if you can't figure it out yourself.
Read Joachim Jepsen's full review
Arjanne Pruntel | TrustRadius Reviewer
March 22, 2018

Klipfolio is an awesome tool!

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!
Read Arjanne Pruntel's full review
Colin Castle | TrustRadius Reviewer
March 07, 2018

Great Product for any size comapny

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
Read Colin Castle's full review
Roger Crist, Jr. | TrustRadius Reviewer
December 15, 2017

Get all your data in one place, and make it look amazing!

Score 9 out of 10
Vetted Review
Verified User
Review Source
Our entire company interacts with Klipfolio dashboards. We are using it to provide insight into our marketing, sales, and customer support. Getting everyone on the same page has been a huge boost to our bottom line.
  • Providing a "hub" to pull many different data sets from is critical for us.
  • Once you get comfortable with the "formula-bar" interface, it is immensely powerful.
  • The "cloud" aspect of the solution, so that any employee can see their dashboard wherever they are, allow us to work efficiently.
  • Learning the formulas in Klipfolio can be like learning a new language.
  • There are outages a little more often than I would like.
  • There are some quality-of-life improvements that I would like to see (report on what data sources/klips are in use, copy a Klip, feedback on formula errors).
Klipfolio isn't for those looking for a free solution, but if you can make the price work, you will definitely feel like it is worth it. We've tried other solutions and Klipfolio is the best for our needs.
Read Roger Crist, Jr.'s full review
Stephanie Dias | TrustRadius Reviewer
March 23, 2018

Klipfolio: Great tool and support

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.
Read Stephanie Dias's full review
Luiz Lai | TrustRadius Reviewer
October 30, 2017

Amazing Dashboard Plataform

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use the Klipfolio for many clients of the agency, for analytical, operational and executive dashboards. The Klipfolio is most used for the Business Intelligence and Marketing departments. In many cases, we use it to monitor daily, hourly, weekly, and monthly data from media campaigns across multiple channels. We also use it to track performance results on the site.
  • Excellent manager accounts
  • Most important and famous for integrations from connected data
  • API from advanced users
  • Flexible plans from small business
  • Amazing support by chat or call
  • Marketers can use easily
  • Need a upgrade plan to fully customize CSS and themes in dashboards
  • Average learning curve for building dashboards
  • Maintaining of complex dashboards could become complicated
The Klipfolio is a great full Dashboard platform. It is well suited in companies that need to follow your results every period of time. A good choice for democratizing data for all areas. I think that it is less appropriate in a company that does not have a digital data structure, or a business area team to build and maintain the dashboards
Read Luiz Lai's full review
Alessandro Foti, MBA | TrustRadius Reviewer
February 22, 2018

Has a learning curve, and it's worth it!

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.
Read Alessandro Foti, MBA's full review
Long Dinh | TrustRadius Reviewer
October 13, 2017

Klipfolio is the best Dashboard for your business

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Klipfolio as our "daily dashboard" to monitor the health of our portfolio companies (investments), our fund and all the news related to our companies and the industry
  • Customizable dashboard, easy to use and connect multiple data sources
  • Shareable between colleagues, business partners, investors and other related parties
  • Amazing support team 24/7 trouble shooting, technical support
  • They could improve the "tour" for first time user to get familiar with the tool more quickly. Even though all the video/tips/trick and 24/7 supporting team, it may take an average person couple hours to get use to the tool, which is not too bad
If you have a sale team, Klipfolio is a must to showcase the progress/sale target of each individual

If you are a startup, all the metrics/ KPIs will be in front of you every morning when you wake up, to remind you of the directions and goals to achieve. The tool will help the whole organization move in the same direction to achieve joint goals
Read Long Dinh's full review
Henrik Christensen | TrustRadius Reviewer
January 09, 2018

Easy dashboards

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Klipfolio in our international salesteam. We use it to follow Sales KPI's on a large screen. It allows everyone to follow the sales in detail based on the KPI's that we have selected as important.

The tech behind it is quite simple - we pull data from our CRM and quote software via ODBC and into an Excel-sheet that is saved on a Google Drive. The Klipfolio connector to Excel on Google Drive is easy to activate and from there everything autoupdates. In short - if you can create an Excel-sheet with data, you can create great dashboards by using Klipfolio. There are a bunch built-in and ready to use, or you can quite easily create your own.
  • Ease of setup and use
  • Great graphics even if you are not a designer!
  • Easily shared on large screens
  • Dedicated connectors to our CRM and quote software would be great.
  • Better export of Klips and complete dashboards
Can be used in any situation where you have a KPI to track. I cannot think of situations where it is not usefull.
Read Henrik Christensen's full review
Chris Williams | TrustRadius Reviewer
April 17, 2017

A great tool to save time and make your team more efficient

Score 8 out of 10
Vetted Review
Verified User
Review Source
Klipfolio is being solely used by the marketing team at our company, it provides us a very useful service of consolidating important information into one area to save us time. Having the ability to see different metrics and analytics from different sources in one platform saves us the time of looking at the information we need from the different services we use. It makes a big impact in our SEO efforts as well as our paid search marketing campaigns.
  • The ease of use for the platform is a plus, some marketing platforms out there require a lot of setup and instruction to get it to where you want it to be. Klipfolio is easy to setup and get the information you want quickly.
  • The different dashboards are great because my team uses Klipfolio for their specific needs. We can track all of our Ad campaigns and interactions in one dashboard and we have another dashboard dedicated to our SEO analytics to track.
  • Have a large repository of different sources that we can implement into one dashboard is great. For example on our SEO dashboard we have the ability to have our Google Analytics, Google Search Console, and Moz information available to use in one area.
  • Important for any product and service you use is the customer support. I have used them a few times to date and they are always responsive, informative and quick to assist.
  • It may seem like a small issue, but to get to your monthly invoice it is pretty buried in sub pages and can be confusing for some to find.
  • When you login for the first time it does take a little bit for all of your widgets to populate its data.
  • When you scroll through a dashboard, the header of the site is very jumpy and a little bit distracting.
If you are a marketer or an organization with a marketing team this tool will be useful to consolidate important information and analytics into one area for the team to look at. It saves time from having to log into multiple platforms and look at the information one by one. It is also a great tool to share your marketing success. If you have a screen or TV around you can keep your dashboard up and visual to show where you are having success for your different marketing initiatives.
Read Chris Williams's full review
Oscar Rocha Aragón | TrustRadius Reviewer
March 30, 2017

The Ultimate Analytics Ninja Tool - All data in real team as you freely custom it

Score 10 out of 10
Vetted Review
Verified User
Review Source
Klipfolio saves time in reporting and [creating] custom dashboards to show in real time the status of a brand in each digital media [platform where] they are involved, following their main objectives and tracking the critical KPIs to show big data for big decisions.
  • High reach for customizing data to show as you really want
  • Easy learning and well documented (for using the tool 100%)
  • Always adding more and more data sources for different media
  • The advertise must be global
  • Translate options / replaces for other languages
  • Need more people on the forums to see how they are using the tool, will need more ideas in future.
[Well Suited to] connect any Google drive spreadsheet in an easy way to show the data like a bridge/temporal buffer to show your data really quick using common formulas.In the beginning, the understanding of date values is a bit complex but it has its reason for all formulas to use in future.
Read Oscar Rocha Aragón's full review
Marcus Henningsen | TrustRadius Reviewer
October 13, 2016

Great dashboard solution for BI exports

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Klipfolio for dashboards and reports sent out regularly. It's a perfect fit, connects to anything of value to us, is beautiful and most important of all is very versatile.
  • Many connectors
  • Very versatile formula bar
  • Beautiful graphs
  • For us it is a perfect fit, but other organisations might need some specific connector.
If you have data scattered over many systems and need reports and dashboards to visualize, this is the right tool. If you have just one system with its own visualisation tool, learning Klipfolio might not be worth the effort.
Read Marcus Henningsen's full review
Jackie Potts | TrustRadius Reviewer
February 17, 2016

Dashboards that Answer Business Questions and Work with Multiple Data Sources

Score 10 out of 10
Vetted Review
Verified User
Review Source
We are able to use Klipfolio across our entire organization. It started to get marketing metrics, but we have found it to be useful between all departments. It allows us to look at the same metrics so that we are all talking about the same information instead of pulling data from different places.
  • It connects to many applications such as SFDC, Marketo, Google, Social Media and more.
  • It builds dashboards that answer business questions, such as financial information, website visits, goals, etc.
  • It allows you to connect multiple applications on a single dashboard.
  • It is somewhat difficult to implement at first if you want customized dashboards. However their Ninja services are very reasonable and helpful in creating very useful customized dashboards.
  • It won't let you do multi selects at this point, although it is something they are considering.
It is valuable for any business wanting to see dashboards and share them easily. It can be branded for your company and can be displayed on a television screen. We were able to connect so many data sources to allow us to really monitor our goals and bring our departments together when looking at metrics.
Read Jackie Potts's full review
Anonymous | TrustRadius Reviewer
June 08, 2018

Data Visualized for YOUR Company

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.
Read this authenticated review
Miguel Ángel del Hoyo | TrustRadius Reviewer
September 30, 2015

Great tool for creating dashboards in an easy way

Score 10 out of 10
Vetted Review
Verified User
Review Source
As a Marketing & Analytics Consultant, a tool like Klipfolio is fundamental to explaining how the KPI's & metrics are performing through time.
  • Graphics are easy to understand
  • Easy to create your own libraries
  • Your own dashboards in a pretty little portal
  • I don't know
Depending on your working profile, you will use Klipfolio in a different way. In my case I use it for creating dashboards, understanding them, and recommending what to do.
Read Miguel Ángel del Hoyo's full review
Anonymous | TrustRadius Reviewer
February 21, 2018

Klipfolio is a great company to work with

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
Read this authenticated review

Feature Scorecard Summary

Pixel Perfect reports (3)
Customizable dashboards (24)
Report Formatting Templates (4)
Drill-down analysis (6)
Formatting capabilities (6)
Integration with R or other statistical packages (2)
Report sharing and collaboration (24)
Publish to Web (21)
Publish to PDF (18)
Report Delivery Scheduling (19)
Pre-built visualization formats (heatmaps, scatter plots etc.) (23)
Location Analytics / Geographic Visualization (24)
Predictive Analytics (1)
Multi-User Support (named login) (25)
Role-Based Security Model (21)
Multiple Access Permission Levels (Create, Read, Delete) (23)
Single Sign-On (SSO) (4)
Responsive Design for Web Access (23)
Dedicated iOS Application (18)
Dedicated Android Application (17)
Dashboard / Report / Visualization Interactivity on Mobile (20)
Themeable User Interface (UI) (4)

About Klipfolio

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.

With Klipfolio users can:

  • Connect to hundreds of data sources online and on premise, including web apps like Google Analytics, Salesforce and Quickbooks, cloud and on premise databases, FTP servers, files stored on hard drives, and more. Leverage a robust library of pre-built connectors and data visualizations, or build your own, from scratch.
  • Combine and manipulate data sources in an editor, writing formulas with Excel-like functions, math operations and statistics to define the metrics that matter to your business.
  • Customize the design and configuration of data visualizations and dashboards, and deploy them via public or private links, or email them as images and pdfs, to share the story behind the numbers, internally or with the public.

The vendor offers a Free version with paid plans starting at $29/mos.

Klipfolio Features

BI Platform Features
Does not have featureAdministration via Windows App
Does not have featureAdministration via MacOS App
Has featureAdministration via Web Interface
Has featureLive Connection to External Data
Has featureSnapshot of External Data
Does not have featureIn-memory data model
Does not have featureOLAP (Pre-processed cube representation)
Has featureROLAP (SQL-layer querying)
Has featureMulti-Data Source Reporting (Blending)
Does not have featureData warehouse / dictionary layer
Does not have featureETL Capability
Does not have featureETL Scheduler
Supported Data Sources Features
Has featureMS Excel Workbooks
Has featureText Files (CSV, etc)
Has featureOracle
Has featureMS SQL Server
Has featureIBM DB2
Has featurePostgres
Has featureMySQL
Does not have featureODBC
Does not have featureCloudera Hadoop
Does not have featureHortonworks Hadoop
Does not have featureEMC Greenplum
Does not have featureIBM Netezza
Does not have featureHP Vertica
Does not have featureParAccel
Does not have featureSAP Hana
Does not have featureTeradata
Does not have featureSage 500
Has featureSalesforce
Does not have featureSAP
Has featureGoogle Analytics
BI Standard Reporting Features
Does not have featurePixel Perfect reports
Has featureCustomizable dashboards
Does not have featureReport Formatting Templates
Ad-hoc Reporting Features
Does not have featureDrill-down analysis
Does not have featureFormatting capabilities
Does not have featurePredictive modeling
Does not have featureIntegration with R or other statistical packages
Has featureReport sharing and collaboration
Report Output and Scheduling Features
Has featurePublish to Web
Has featurePublish to PDF
Does not have featureOutput Raw Supporting Data
Does not have featureReport Versioning
Has featureReport Delivery Scheduling
Does not have featureDelivery to Remote Servers
Data Discovery and Visualization Features
Has featurePre-built visualization formats (heatmaps, scatter plots etc.)
Has featureLocation Analytics / Geographic Visualization
Does not have featurePredictive Analytics
Does not have featureSupport for Machine Learning models
Does not have featurePattern Recognition and Data Mining
Does not have featureIntegration with R or other statistical packages
Access Control and Security Features
Has featureMulti-User Support (named login)
Has featureRole-Based Security Model
Has featureMultiple Access Permission Levels (Create, Read, Delete)
Does not have featureReport-Level Access Control
Does not have featureTable-Level Access Control (BI-layer)
Does not have featureField-Level Access Control (BI-layer)
Has featureSingle Sign-On (SSO)
Mobile Capabilities Features
Has featureResponsive Design for Web Access
Has featureDedicated iOS Application
Has featureDedicated Android Application
Has featureDashboard / Report / Visualization Interactivity on Mobile
Application Program Interfaces (APIs) / Embedding Features
Has featureREST API
Does not have featureJavascript API
Does not have featureiFrames
Does not have featureJava API
Has featureThemeable User Interface (UI)
Does not have featureCustomizable Platform (Open Source)

Klipfolio Screenshots

Klipfolio Competitors


  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional

Klipfolio Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Klipfolio Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Mobile Web
Supported Countries:Canada, United States, United Kingdom, Spain, France, Mexico, Norway, Denmark, Sweden, Brazil, China, India, Australia, New Zealand, Argentina, Colombia, Chile, Switzerland, Italy, Germany, Turkey, Greece, Pakistan, Nigeria, South Africa
Supported Languages: English