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Klipfolio Klips

Klipfolio Klips

Overview

What is Klipfolio Klips?

Klipfolio is a customizable dashboard and reporting platform that provides real-time business insights. It is used by small to mid-sized businesses and agencies to track performance metrics and create tailored reports, and to consolidate, transform, and visualize data.

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Learn from top reviewers

Great quality product with feature-enriched BI solution, but expensive though

Rating: 7 out of 10
March 3, 2022
IncentivizedVetted ReviewVerified User
Klipfolio within my organizaition is used as a solution that can pull data from various different sources and that data can be used to create dashboards. With Klipfolio, we ga...
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Gulam Gaus Warsi
Engineer - Marketing
Marketing Specialist
Leadbook
Klipfolio Klips1 year of experience

Make complex data easy to understand and visualize

Rating: 8 out of 10
March 1, 2022
IncentivizedVetted ReviewVerified User
We use Klipfolio for creating visual metrics for presentations and visualizations for sales consulting. We often use the program to show off number-heavy and dry data in more ...
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Joe Sae
Team Lead - Corporate
TA
UWM
Klipfolio Klips1 year of experience

Klippfolio, Dashboard and Reporting Platform.

Rating: 8 out of 10
February 17, 2022
IncentivizedVetted ReviewVerified User
I used Klipfolio while I was exploring a reporting platform for my freelance service. I used it for reporting back to clients on their website traffic and PPC and Social Media...
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Nigel Runesu
Consultant - Marketing
Digital Marketing Consultant
Word Of Digital
Klipfolio Klips1 year of experience

Klipfolio is that Single Point of Truth for all your Digital Dashboard Needs

Rating: 10 out of 10
February 17, 2022
IncentivizedVetted ReviewVerified User
We have used Klipfolio as a single point of truth for aggregating our client data from multiple platforms and centralizing. Klipfolio enables us to create our own customized d...
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Art Stiefel
Professional - Marketing
VP, Digital Strategy
Trajectory
Klipfolio Klips4 years of experience

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

Rating: 9 out of 10
October 4, 2019
IncentivizedVetted ReviewVerified User
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 ap...
Continue reading
Parker O'Very
Strategist - Marketing
Manager of Marketing Operations
Impartner Software
Klipfolio Klips1 year of experience
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Pricing

View all pricing

Base

$90

Cloud
per month

Grow

$190

Cloud
per month

Team

$350

Cloud
per month

Entry-level set up fee?

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

Offerings

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

Starting price (does not include set up fee)

  • $90 per month
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Features

BI Standard Reporting

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

9
Avg 8.3

Ad-hoc Reporting

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

8.6
Avg 8.0

Report Output and Scheduling

Ability to schedule and manager report output.

9.4
Avg 8.3

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 8.0
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Product Details

What is Klipfolio Klips?

Klipfolio Klips: Real-Time Data Visualization and Reporting Platform

Klipfolio Klips is a dashboard and reporting solution for small to mid-sized businesses and marketing agencies, used to track performance metrics, streamline reporting, and make data-driven decisions. With its data integration capabilities, customizable features, and real-time insights, Klips simplifies the way organizations manage and communicate key performance indicators (KPIs).


Key Features


1. Comprehensive Data Integration

  • 130+ Data Sources: Connects to popular platforms such as Google Analytics, Salesforce, HubSpot, and Excel, alongside databases and cloud services.
  • Custom Queries: Use SQL, REST APIs, or file uploads for tailored data extraction.
  • Unified Data Views: Consolidate multiple data sources into a single, cohesive view for comprehensive reporting.


2. Customizable Dashboards

  • Drag-and-Drop Editor: Dashboards are designed with full control over layout, visual elements, and chart types.
  • Interactive Visuals: Enables dynamic filtering and user inputs for personalized insights.
  • Custom Themes: Company branding with advanced HTML, CSS, and JavaScript capabilities.


3. Advanced Data Modeling

  • Excel-Like Functions: Cleans, calculates, and manipulates data through a library of formulas.
  • Data Transformation: Merge, filter, and format data for precise, actionable metrics.
  • Error Reduction: Automates complex calculations to minimize manual errors.


4. Flexible Reporting Options

  • Automated Reports: PDF reports or email snapshots can be scheduled for consistent updates.
  • Shareable Links: Live dashboards that stakeholders can access anywhere.
  • Embeddable Dashboards: Dashboards integrate into websites, apps, or internal systems.


5. Real-Time Insights

  • Dashboards refresh near real-time, ensuring decisions are made with the most current data.


6. Collaboration and Access Control

  • Team Collaboration: Editor or viewer roles can be granted to team members for collaboration.
  • Agency Tools: Provides white-labeled, branded dashboards for clients with tailored permissions.


7. Device Optimization

  • Dashboards are responsive and optimized for mobile devices, desktops, and TV displays, keeping teams informed wherever they are.


Designed for Agencies and Businesses


For Marketing Agencies

  • White-Labeling: Rebrand dashboards with client logos and themes.
  • Client Management: Reusable templates and automated reporting for scalable solutions.
  • Partner Program: Exclusive resources and tools for agency growth.


For Businesses

  • KPI Tracking: Monitor and manage operational and strategic metrics across departments.
  • Improved Decision-Making: Provides executives and teams with real-time, actionable insights.
  • Cost-Effective Scaling: Automates reporting processes to save time and reduce manual effort.


Benefits and ROI

  • Time Savings: Automate reporting and dashboard updates to reduce manual labor.
  • Improved Data Accuracy: Eliminates errors with centralized, automated data processing.
  • Enhanced Collaboration: Empowesr teams and clients to align on goals with real-time, shared insights.
  • Scalable Solution: For small businesses scaling operations or agencies managing multiple clients.


Differentiators

  • Data Modeling: The platform’s advanced formula library and transformation tools set it apart from simpler dashboard tools.
  • Customizable Visuals: Branded, interactive dashboards tailored to specific user needs.
  • Agency-Focused Features: Tools like white-labeling, reusable templates, and client management cater specifically to agencies’ unique needs.


Who Should Use Klipfolio Klips?


Klipfolio Klips is a fit for:

  • Small to mid-sized businesses needing internal dashboards to monitor KPIs and performance.
  • Marketing agencies requiring scalable, branded reporting solutions for their clients.
  • Teams seeking to automate reporting and reduce manual workload.


Klipfolio Klips provides a platform for businesses and agencies looking to simplify data management, improve reporting accuracy, and enhance decision-making. With its advanced tools, integration options, and real-time capabilities, Klips delivers actionable insights.

Klipfolio Klips Features

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization

BI Standard Reporting Features

  • Supported: Customizable dashboards
  • Supported: Pixel Perfect reports

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Delivery Scheduling

Klipfolio Klips Screenshots

Screenshot of an example of a customized dashboard. For showcasing KPIs, tracking performance, or telling complex data stories, Klips lets the user tailor layouts, visuals, and insights, ensuring dashboards are suitable for internal teams or external stakeholders.Screenshot of visualizations, with descriptive text blocks and live data to communicate more than just numbers. Klips lets users insert real-time data directly into text to add context, improving interpretation. Progress towards goals and trends can be tracked using vibrant charts, colors, and text descriptions.Screenshot of one example of the over 30 chart types available, some including bar graphs, pie charts, and heatmaps. The library of pre-built Klip templates connect to popular data sources like Google Analytics, HubSpot, or Salesforce. These templates can be modified.Screenshot of Klipfolio’s formula engine. Similar to Excel, the Klip Editor can be used to clean, transform, and analyze data using functions. Users can perform complex calculations, manipulate dates or text, and add logic or statistical formulas.Screenshot of the Klip editor, used to take precise control over visual properties, customizing font sizes, colors, and styles to match a brand, or to emphasize key metrics. Set decimal places for numerical data, and add prefixes or suffixes—such as currency symbols or percentages—for clear and professional formatting. It also supports conditional formatting, and dynamic colors or icons to highlight trends, anomalies, or thresholds. These tools allow the user to craft Klips that not only deliver insights but also communicate them at a glance.Screenshot of a Klipfolio Klips dashboard. These allow users to customize every aspect, from layouts and fonts to colors and chart styles, ensuring that dashboards align with a brand. For presenting on a laptop, a big-screen TV, or by sharing published links, dashboards are designed to look exceptional in both light and dark modes.Screenshot of the export options. Download PDFs for presentations, export CSV files for deeper analysis, or save images for use in other documents. Report delivery can be automated with scheduled emails, ensuring key stakeholders receive up-to-date insights without lifting a finger.

Klipfolio Klips Video

Klipfolio Klips: The reporting tool that offers a customizable way to automate and distribute up-to-the-minute reports within an organization.

Klipfolio Klips Integrations

Klipfolio Klips Competitors

Klipfolio Klips 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 is a customizable dashboard and reporting platform that provides real-time business insights. It is used by small to mid-sized businesses and agencies to track performance metrics and create tailored reports, and to consolidate, transform, and visualize data.

Klipfolio Klips starts at $90.

Looker, Databox, and Microsoft Power BI are common alternatives for Klipfolio Klips.

Reviewers rate Report Delivery Scheduling highest, with a score of 10.

The most common users of Klipfolio Klips are from Small Businesses (1-50 employees).

Klipfolio Klips Customer Size Distribution

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

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Reviews From Top Reviewers

View all reviews
(1-5 of 35)

Klipfolio is that Single Point of Truth for all your Digital Dashboard Needs

Rating: 10 out of 10
Incentivized
February 17, 2022
AS
Art Stiefel
VP, Digital Strategy
Trajectory (Marketing & Advertising, 11-50 employees)
Vetted Review
Verified User
Klipfolio Klips
4 years of experience
View profile
Pros
  • Klipfolio provides intuitive set up and integrations.
  • Klipfolio is the best version of a "low-code / no-code" approach to dashboard creation.
  • Klipfolio enables us to design comprehensive reports that make monthly, quarterly, and annual reporting a breeze.
  • Klipfolio has provided us with access to a data aggregation platform that does everything we need for the business solutions that we offer our clients and doesn't break the bank to do so.
Cons
  • While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
  • Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
  • It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.

Make complex data easy to understand and visualize

Rating: 8 out of 10
Incentivized
March 01, 2022
JS
Joe Sae
TA
UWM (E-Learning, 501-1000 employees)
Vetted Review
Verified User
Klipfolio Klips
1 year of experience
Pros
  • Visuals
  • Easy to use
  • Intuitive setup
  • Easy to use, hard to master
Cons
  • I think the UI is well done but organizing the tabs and settings could help
  • Importing additional types of data would save a ton of time. The click-and-drag function is the best.
  • Display more than one line or bar on the same chart

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

Rating: 9 out of 10
Incentivized
October 04, 2019
PO
Parker O'Very
Manager of Marketing Operations
Impartner Software (Computer Software, 51-200 employees)
Vetted Review
Verified User
Klipfolio Klips
1 year of experience
View profile
Pros
  • 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.
Cons
  • 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.
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