Skip to main content
TrustRadius
Klipfolio

Klipfolio

Overview

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
Incentivized
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

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

Pricing

View all pricing

Free

$0

Cloud

Go

$125

Cloud
per month

Pro

$300

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)

  • $125 per month
Return to navigation

Features

BI Standard Reporting

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

9
Avg 8.2

Ad-hoc Reporting

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

8.6
Avg 8.1

Report Output and Scheduling

Ability to schedule and manager report output.

9.4
Avg 8.4

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.

9.3
Avg 8.1

Access Control and Security

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

8.9
Avg 8.6

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

8.6
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

8.6
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

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

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(76)

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

Reviews

(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
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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.
Gulam Gaus Warsi | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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
Incentivized
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.
Matthew Berry | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
- 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
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
Incentivized
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.
Return to navigation