Excellent tool for dashboards
Anonymous | TrustRadius Reviewer
December 06, 2019

Excellent tool for dashboards

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Klipfolio

We use Klipfolio in full-screen mode on large screen TVs in every department as departmental dashboards, displaying relevant KPIs and metrics to teams on their performance, goals, and trends. Klipfolio has helped us create useful visualizations for data in disparate sources and display it in a consistent interface. Surfacing KPI data to teams and managers in such a prominent way has lead to better awareness and decision making across the board.
  • Simple yet powerful visualization editor
  • Integrations with numerous data sources
  • Excellent documentation
  • Shared/permalink dashboards are perfect for allowing private access without requiring login
  • Power Metrics help trend data that isn't otherwise in time-series format
  • Lack of color themes (only light/dark)
I chose Klipfolio for its low-cost-of-entry, the easy to use designer/editor and multitude of data sources expecting to outgrow it 'someday', but have yet to encounter any significant limitations that would make me want to switch. Power BI and Tableau both have much larger learning curves for both designers and users, and neither has the dashboard display features that I (and all our departments) enjoy.
With connections to Google Sheets, Dropbox, Google Drive, SQL server, Rest API, Google Analytics, and tons of others I cannot think of any source that isn't supported.
Perma-link dashboards are perfect for distributing reports privately but without requiring login. Email distribution of PDF or embedded visuals is great for periodic report delivery to a group of recipients.
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.

Klipfolio Feature Ratings

Customizable dashboards
9
Report sharing and collaboration
5
Publish to Web
Not Rated
Publish to PDF
10
Report Delivery Scheduling
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
9
Responsive Design for Web Access
10
Dedicated iOS Application
Not Rated
Dedicated Android Application
10
Dashboard / Report / Visualization Interactivity on Mobile
9
REST API
10
Themeable User Interface (UI)
6

Klipfolio Support

We rarely need support, but on the few occasions we have they have been quick to answer and quite knowledgeable.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
We once had a klip that was not behaving as expected. Rather than telling us what we were trying to do was not supported, the support person helped us redesign the klip, formulas and all, to meet our requirements.

Using Klipfolio

The Klip Editor is very easy for non-technical people to begin using, yet is not over-simplified. It is full-featured enough to allow more advanced usage and has excellent documentation if you get stuck.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None