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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.

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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 …
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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 …
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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%
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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
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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 8.2

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 7.9

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
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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%
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Comparisons

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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.

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