Really great lightweight BI tool! It packs a real functionality punch for such an easy-to-use platform!
October 04, 2019

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

Parker O'Very | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Klipfolio

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 app to keep tabs on metrics on-the-go. I use its integrations with Salesforce, Google Analytics, LinkedIn, Twitter, Facebook, Marketo, and a couple of others for my reports and dashboards.
  • 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.
  • 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.
These and many other BI tools are the most direct competitors. I only have experience with Klipfolio and Tableau. Tableau is definitely more capable, but much more difficult to learn and use. Klipfolio is simple and really packs a punch for its simplicity. I have yet to run into a major problem with it lacking a needed functionality.
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.

Klipfolio Feature Ratings

Customizable dashboards
Report sharing and collaboration
Publish to Web
Publish to PDF
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Location Analytics / Geographic Visualization
Multi-User Support (named login)
Role-Based Security Model
Multiple Access Permission Levels (Create, Read, Delete)
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
Mobile Application
Dashboard / Report / Visualization Interactivity on Mobile
Themeable User Interface (UI)