Klipfolio Reviews

52 Ratings
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Score 9.1 out of 100

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Reviews (1-25 of 25)

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

Collaboration and Sharing

7
Again, I really like that I can password protect dashboards when I share them if I choose. But I wish it was easier to share with teammates when strict security isn't needed. In SFDC, I can just copy/paste the URL and send it. With Klipfolio, I have to click the options button > sharing > select sharing option > get the shareable permalink. I wish I could just copy/paste the URL in my browser and send it to people who have a Klipfolio login.
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Anonymous | TrustRadius Reviewer
December 06, 2019

Excellent tool for dashboards

Score 10 out of 10
Vetted Review
Verified User
Review Source

Collaboration and Sharing

10
Perma-link dashboards are perfect for distributing reports privately but without requiring login. Email distribution of PDF or embedded visuals is great for periodic report delivery to a group of recipients.
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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

Collaboration and Sharing

8
The sharing is great. Either give the reader a login, export a PDF or send them a static URL to the report. It could not be easier. You can even add personalized notes to each metric for your clients or other users to read. I can't speak to the collaborative parts as I am the one (and only one) who build the reports.
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Francois Salvert | TrustRadius Reviewer
November 30, 2018

Klipfolio, the best dashboarding solution.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Collaboration and Sharing

8
Sharing and accessing data in Klipfolio is very easy. Anyone with the proper access rights can view and use different dashboards. One thing that could be added is annotation. For example, if there is a decrease in sales and the sales manager wants to add an explanation, this is not possible directly in the tool. I would usually build a connection between a Google Sheet file and a Klipfolio. The Google Sheet would be the source for all annotations. I would like to see an annotation engine build directly in the dashboards.
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Lisa Wester | TrustRadius Reviewer
June 11, 2018

Metrics & Momentum with Email Marketing

Score 10 out of 10
Vetted Review
Reseller
Review Source

Collaboration and Sharing

9
Sharing is very easy across a variety of channels. Collaboration would be an independent and internal process however you can add comments to each Klip but the other users would need the ability to edit the dashboard and Klips.
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Anonymous | TrustRadius Reviewer
June 08, 2018

Data Visualized for YOUR Company

Score 9 out of 10
Vetted Review
Verified User
Review Source

Collaboration and Sharing

9
Everything we could possibly need. Ability to create as many users as you want, provide them access to specific dashboards, or specific items within a dashboard, along with the ability to read or read/write the data/formulas if necessary. Very intuitive and easy to set up! Wishing there was better Active Directory/Azure AD integration however.
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Luiz Lai | TrustRadius Reviewer
October 30, 2017

Amazing Dashboard Plataform

Score 10 out of 10
Vetted Review
Verified User
Review Source

Collaboration and Sharing

9
The Klipfolio has a Client Management Feature to control your clients dashboards better and also control roles and teams. If you are using the Klipfolio for your own company, you can configure the roles, like admin, user, editor, or create a custom role, configuring manually some privileges. Also, it is possible to create Teams (Groups) and share datasources, Klips, and dashboards, any way you want. It is possible to create private links with login and passwords, and you can also setup a range of IPs from your company for security access.
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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

Collaboration and Sharing

9
Honestly, its super easy to set your team up with Klipfolio. There is a users section that has everything you need to add users, build groups and select what roles those user will have from admin, editor and view-only. Once you have that setup each person can log into the platform like usual from the website.
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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

Collaboration and Sharing

8
About the costs of the packages, for my country it seems a bit expensive to show a private dashboard to my customers. I will need to make some id profile tricks to hide some information between customers. But the way to download to PNG and PDF is good too.
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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

Collaboration and Sharing

10
It is very simple to add users and you can choose what you want to show each user. You can allow them to see certain dashboards and only certain klips on a dashboard. You can put in user controls so that you can further define how much you want them to see on a dashboard.
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Anonymous | TrustRadius Reviewer
October 26, 2017

Versatile, powerful, and cheap

Score 8 out of 10
Vetted Review
Verified User
Review Source

Collaboration and Sharing

9
It has support embedding individual data visualisations or entire dashboards; also has automatic emails and Slack integrations, which allows us to share data easily and by multiple channels.
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Feature Scorecard Summary

Pixel Perfect reports (3)
9.1
Customizable dashboards (24)
8.5
Report Formatting Templates (4)
9.1
Drill-down analysis (6)
9.0
Formatting capabilities (6)
9.0
Integration with R or other statistical packages (2)
9.1
Report sharing and collaboration (24)
7.9
Publish to Web (21)
9.5
Publish to PDF (18)
9.5
Report Delivery Scheduling (19)
9.6
Pre-built visualization formats (heatmaps, scatter plots etc.) (23)
8.2
Location Analytics / Geographic Visualization (24)
8.2
Predictive Analytics (1)
10
Multi-User Support (named login) (25)
8.8
Role-Based Security Model (21)
9.2
Multiple Access Permission Levels (Create, Read, Delete) (23)
9.1
Single Sign-On (SSO) (4)
9.6
Responsive Design for Web Access (23)
9.6
Dedicated iOS Application (18)
8.3
Dedicated Android Application (17)
8.3
Dashboard / Report / Visualization Interactivity on Mobile (20)
8.1
REST API (4)
9.2
Themeable User Interface (UI) (4)
6.1

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

Pricing

  • 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
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
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