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Klipfolio is the best Dashboard for your business
October 13, 2017

Klipfolio is the best Dashboard for your business

Long Dinh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Klipfolio

We use Klipfolio as our "daily dashboard" to monitor the health of our portfolio companies (investments), our fund and all the news related to our companies and the industry
  • Customizable dashboard, easy to use and connect multiple data sources
  • Shareable between colleagues, business partners, investors and other related parties
  • Amazing support team 24/7 trouble shooting, technical support
  • They could improve the "tour" for first time user to get familiar with the tool more quickly. Even though all the video/tips/trick and 24/7 supporting team, it may take an average person couple hours to get use to the tool, which is not too bad
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

Klipfolio Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
9.0
Customizable dashboards
9
8.0
Report sharing and collaboration
8
9.7
Publish to Web
10
Publish to PDF
10
Report Delivery Scheduling
9
10.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
9.3
Multi-User Support (named login)
10
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
10
9.0
Responsive Design for Web Access
10
Mobile Application
7
Dashboard / Report / Visualization Interactivity on Mobile
10
Application Program Interfaces (APIs) / Embedding ()
Not Rated