Klipfolio Reviews

52 Ratings
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Score 9.1 out of 100

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Anonymous | TrustRadius Reviewer
December 06, 2019

Excellent tool for dashboards

Score 10 out of 10
Vetted Review
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Likelihood to Recommend

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.
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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
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Likelihood to Recommend

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.
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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
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Likelihood to Recommend

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.
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Francois Salvert | TrustRadius Reviewer
November 30, 2018

Klipfolio, the best dashboarding solution.

Score 10 out of 10
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Likelihood to Recommend

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.
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Richard Peterson | TrustRadius Reviewer
November 21, 2018

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

Score 10 out of 10
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Likelihood to Recommend

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.
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Lisa Wester | TrustRadius Reviewer
June 11, 2018

Metrics & Momentum with Email Marketing

Score 10 out of 10
Vetted Review
Review Source

Likelihood to Recommend

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.
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Matthew Berry | TrustRadius Reviewer
June 26, 2018

Klipfolio Proves For A Powerful & Revolutionary Dashboarding Experience

Score 10 out of 10
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Likelihood to Recommend

- 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)
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Anonymous | TrustRadius Reviewer
June 08, 2018

Data Visualized for YOUR Company

Score 9 out of 10
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Likelihood to Recommend

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.
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Joachim Jepsen | TrustRadius Reviewer
March 23, 2018

Klipfolio is PERFECT

Score 10 out of 10
Vetted Review
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Likelihood to Recommend

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.
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Colin Castle | TrustRadius Reviewer
March 07, 2018

Great Product for any size comapny

Score 10 out of 10
Vetted Review
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Likelihood to Recommend

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
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Luiz Lai | TrustRadius Reviewer
October 30, 2017

Amazing Dashboard Plataform

Score 10 out of 10
Vetted Review
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Likelihood to Recommend

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
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Long Dinh | TrustRadius Reviewer
October 13, 2017

Klipfolio is the best Dashboard for your business

Score 10 out of 10
Vetted Review
Verified User
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Likelihood to Recommend

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
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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
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Likelihood to Recommend

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.
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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
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Likelihood to Recommend

[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.
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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
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Likelihood to Recommend

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.
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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