Klipfolio

Dashboards & automated reports for data driven teams

4.7 /5 (166 reviews) Write a Review!

Klipfolio Overview

What is Klipfolio?

Klipfolio helps businesses of all sizes to discover the metrics that matter most to their business or function, and then automates the process of monitoring and acting upon these metrics using our BI solution. Klipfolio integrates with hundreds of data sources including Salesforce, Quickbooks and Google Analytics, databases or Excel and other offline content.

Klipfolio provides businesses with visibility into their data with real-time dashboards and executive reports. PowerMetrics are the latest innovation in Klipfolio. They offer a new way to get started and visualize your data with single click filtering and data visualizations. Give teams an up to date view of how they're performing against their unique performance metrics. Track the business with automated reports, published dashboards or with TV monitors.

Klipfolio Overview

Pricing

Starting from
US$29.00/month

Pricing options

Free Trial
Subscription
Value for money

Starter: $29/mo - for small teams with a few users or shared dashboards on TV’s.

Publish: $49/mo - for small teams that need automated reporting.

Grow: starting from $99/mo - for larger teams who need to monitor and share up to date performance.

Multiple Add Ons available including White Label, Custom Domain, Build Services.

Partner plans (agency/consulting) also available.


Klipfolio Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 3 others, India, Japan, Germany
Supported Languages
English

Media

Klipfolio helps users stay in control of their business by giving users visibility into their most important data and metrics, wherever they are
Build and share real-time business dashboards on web browsers, TV monitors and mobile devices
Consolidate all data in one place to create a clear picture of performance
With Google Analytics and KlipStart, users can track key web metrics in one simple dashboard
The Klip Gallery allows users to track key metrics in just a few clicks with the pre-built Klip templates
With Google AdWords and KlipStart, users can track digital campaigns in one simple dashboard
Klipfolio Dashboard is accessible on any device that has an internet connection
Klipfolio video Klipfolio video Klipfolio video Klipfolio video Klipfolio screenshot: Klipfolio helps users stay in control of their business by giving users visibility into their most important data and metrics, wherever they are Klipfolio screenshot: Build and share real-time business dashboards on web browsers, TV monitors and mobile devices Klipfolio screenshot: Consolidate all data in one place to create a clear picture of performance Klipfolio screenshot: With Google Analytics and KlipStart, users can track key web metrics in one simple dashboard Klipfolio screenshot: The Klip Gallery allows users to track key metrics in just a few clicks with the pre-built Klip templates Klipfolio screenshot: With Google AdWords and KlipStart, users can track digital campaigns in one simple dashboard Klipfolio screenshot: Klipfolio Dashboard is accessible on any device that has an internet connection

Klipfolio Reviews

Klipfolio Reviews

Overall rating
4.7
/
5
Excellent
127

Very good
34

Average
5

Poor
0

Terrible
0

Value for Money
4.7
Features
4.6
Ease of Use
4.2
Customer Support
4.8
97% recommended this app
Leah rose R.

Self-Service Dashboard, inexpensive but powerful.

We use Klipfolio as a whitelable dashboard service for my HR and healthcare clients. We have marketing analytics dashboards that help our clients understand the traffic, usage, and demographics of visitors to their HR pages. We also use custom created klips to keep our clients up to date on their talent acquisition process and the cooresponding metrics (KPIs) in recruiting. The most impactful klips our clients see are the custom ROI gagues set up to ensure our service is worth their limited budget resources.
Overall, the Klipfolio product has endless capabilities, but since we pay for a lower price service we are really left on our own to figure out the back-end customization of klip creation. The user knowledgebase isn't super well organized and I've found more luck watching YouTube tutorials when I need to create a more complex klip for a client.


Hardik P.

The Best Dashboard builder out there with the best Support


Jordan D.

So much less than I expected

I wanted this to be the Marketing Analytics tool that ruled them all but at the end of the data I through it in the graveyard with Tableau, DashThis, and TapClicks.


Malcolm M.

Ok Product Poor Customer service/ Terms

They doubled their price and I was not informed by email, then my card was charged and they refused to refund when I cancelled my account - not even a part refund!


Jabel R.

I would choose it again

We have been using klipfolio for the last year and it has helped a lot our marketing team to know the situation in each moment, compare it agains other dates, etc. Support team has always been there when we got stucked in some klip configuration or behaviour.


Leah rose R.
Industry: Human Resources
Company size: 11-50 Employees

Self-Service Dashboard, inexpensive but powerful.

Used Weekly for 1+ year
Reviewed on 9/10/2020
Review Source: Capterra

We use Klipfolio as a whitelable dashboard service for my HR and healthcare clients. We have marketing analytics dashboards that help our clients understand the traffic, usage, and demographics of visitors to their HR pages. We also use custom created klips to keep our clients up to date on their talent acquisition process and the cooresponding metrics (KPIs) in recruiting. The most impactful klips our clients see are the custom ROI gagues set up to ensure our service is worth their limited budget resources.
Overall, the Klipfolio product has endless capabilities, but since we pay for a lower price service we are really left on our own to figure out the back-end customization of klip creation. The user knowledgebase isn't super well organized and I've found more luck watching YouTube tutorials when I need to create a more complex klip for a client.

Pros

I love that I can white-label the Klipfolio software so that my clients see my company branding when they login to view their metrics and marketing dashboards. Adding common data sources such as ATS, CRM, and Google Analytics is very easy and straightforward. The data visualizations offered are attractive and easy for my clients to understand.

Cons

Creating the backend of the dashboard is very daunting for someone who isn't very familiar with large datasets and coding. I have spent countless hours watching YouTube tutorials learning how to build out 'klips.' I've also paid a developer to create all the API connections, however they frequently need updated. I wish the administrator interface was more user-friendly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Hardik P.
Industry: Marketing & Advertising
Company size: 11-50 Employees

The Best Dashboard builder out there with the best Support

Used Weekly for 1+ year
Reviewed on 26/8/2019
Review Source: Capterra

Pros

I liked the interface, and the UI/ UX. Also absolutely love the feature that allowed you to preview what parts of a function did - great for debugging. I like how Klipfolio gives you to set Dynamic variables(Fetch to Data sources Queries)

Cons

I would like if you can provide more functionality and help with using HTML Components + Populating Data. I would love if you can let users use custom images in the Indicator Logics ( Instead only using available Icons / If the user can use custom GIF/JPEG/PNG ).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Jordan D.
Industry: Marketing & Advertising
Company size: 51-200 Employees

So much less than I expected

Used Daily for 1+ year
Reviewed on 10/3/2019
Review Source: Capterra

I wanted this to be the Marketing Analytics tool that ruled them all but at the end of the data I through it in the graveyard with Tableau, DashThis, and TapClicks.

Pros

Let me set the record straight. Klipfolio is an amazing tool if you refuse to use Tableau and you have a new database set up with all the data piped in. The price point is what sold me to onboard it with my current agency, sadly we chose Datorama because the API settings are limited and without a Database Administrator the tool can be somewhat useless at times.

Cons

No database to pipe in data from multiple sources. There are API connectors, but there are VERY limited. For example, Google DoubleClick's API won't let you pull 50% of the dimensions and metrics available in the reporting UI (Datorama's has around 80%, but they do a better job of implementing work arounds).

Response from Klipfolio

Thanks for the honest feedback, Jordan. We're sorry you weren't able to achieve everything you'd hoped for in Klipfolio. We're not a data warehousing alternative, that's for sure.

Data prep has always been the most challenging aspect of BI. You may be interested in the new capability we have in Beta that allows you to model data and bring together multiple sources of data into building blocks that store the data points for your metrics. You can model 5 dimensions per metric by default and add more if needed. You can also pull together social media feeds that don't offer data history so you can see trends and immediately slice and dice your data by applying different visualizations and filters.

We hope you'll be back one day and in the meantime I wish you good success with the alternative solution.

Pam

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Malcolm M.
Industry: Computer Software
Company size: 11-50 Employees

Ok Product Poor Customer service/ Terms

Used Daily for 2+ years
Reviewed on 29/7/2020
Review Source: Capterra

They doubled their price and I was not informed by email, then my card was charged and they refused to refund when I cancelled my account - not even a part refund!

Pros

I like the ability to put data from different remote sources

Cons

Setup and use is semi-technical and I could not get non-technical staff involved in setup dashboards for them selves

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Jabel R.
Industry: Apparel & Fashion
Company size: 11-50 Employees

I would choose it again

Used Daily for 1+ year
Reviewed on 4/2/2019
Review Source: Capterra

We have been using klipfolio for the last year and it has helped a lot our marketing team to know the situation in each moment, compare it agains other dates, etc. Support team has always been there when we got stucked in some klip configuration or behaviour.

Pros

It has a lot of features and already built-in integrations. In general terms it's easy to use and support team will always give a hand when needed (We have pretty complex dashboards and klips with +10 datasources in different formats). In terms of features they have all that we were looking after, it is a really complete solution and it works really well. There is plenty of documentation and support available to build your desired dashboard.

Cons

If you work with large dashboards or complex klips it may be a little slow some times, but at this point I consider this more than normal. They have available services for dedicated resources if needed(Not our case). Dynamic datasources are in Beta stage. Although they usually work well enough (And again, you will have support helping in case they don't) it would be nice to have the feature finished and with all the needed interface to manage the different instances or setup the desired behaviour. Design has it's limitation too, but in general terms there is no need for much more, maybe some more user interface control elements for the klips.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.1/10
Based on 166 user ratings
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Klipfolio Pricing

Klipfolio Pricing

Starting from
US$29.00/month
Free Trial
Subscription
Value for money

Starter: $29/mo - for small teams with a few users or shared dashboards on TV’s.

Publish: $49/mo - for small teams that need automated reporting.

Grow: starting from $99/mo - for larger teams who need to monitor and share up to date performance.

Multiple Add Ons available including White Label, Custom Domain, Build Services.

Partner plans (agency/consulting) also available.

Starter: $29/mo - for small teams with a few users or shared dashboards on TV’s.

Publish: $49/mo - for small teams that need automated reporting.

Grow: starting from $99/mo - for larger teams who need to monitor and share up to date performance.

Multiple Add Ons available including White Label, Custom Domain, Build Services.

Partner plans (agency/consulting) also available.

Value for Money
4.7/5
Based on 166 user ratings
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Klipfolio Features

Klipfolio Features

API
Activity Dashboard
Ad hoc Reporting
Business Analysis
Business Intelligence
Charting
Collaboration Tools
Customisable Reporting
Dashboard Creation
Data Filtering
Data Import/Export
Data Visualisation
Monitoring
Multiple Data Sources
Predictive Analytics
Real Time Analytics
Real Time Data
Reporting & Statistics
Third Party Integration
Visual Analytics
Features
4.6/5
Based on 166 user ratings
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Categories

Additional information for Klipfolio

Additional information for Klipfolio

Key features of Klipfolio

  • Accessible on any browser (Chrome, Firefox, Safari, IE)
  • Attach annotations to reports for others to see
  • Clear, effective visualizations
  • Direct file upload for files on computer or network
  • Easy to use threshold indicators
  • Excel, CSV, JSON, XML file formats supported
  • Experienced support staff and in-depth documentation
  • Integrate multiple data sources in single report
  • Manage access rights to important information
  • Many branding options such as logo replacement
  • Mobile accessible (iOS, Android, BlackBerry, Windows)
  • Pick from a variety of built-in report styles
  • Pre-built dashboard gallery
  • Prep and transform data
  • Securely connect to SQL data bases
  • Self-service KPI editing platform
  • Set up data sources using flexible REST connector
  • Simplified dashboard assembly
  • Trusted security model
  • Unlimited users
  • White-label options for agencies/partners

Benefits

  • Merge data from different data sources to capture and visualize insights that live at the intersection of the organization's data.

  • Customize data visualizations to tell the story behind the numbers in a way that is meaningful and actionable for the business.

  • Share dashboards and reports via public and private (password protected) URLs, by downloading them as images or PDFs, or by setting up regular and automated email reports.

  • Put dashboards in TV mode and view them on rotation throughout the office to keep the team on the same page.

  • Connect to virtually any type of data, online and offline, including web apps like Google Analytics, Salesforce, Google Drive and Dropbox, MySQL and Postgres SQL databases, on premise servers and files from a computer.

  • Klipfolio FAQs

    Klipfolio FAQs

    Below are some frequently asked questions for Klipfolio.

    Q. What type of pricing plans does Klipfolio offer?

    Klipfolio offers the following pricing plans:

    Starting from: US$29.00/month

    Pricing model: Subscription

    Free Trial: Available

    Starter: $29/mo - for small teams with a few users or shared dashboards on TV’s. Publish: $49/mo - for small teams that need automated reporting. Grow: starting from $99/mo - for larger teams who need to monitor and share up to date performance. Multiple Add Ons available including White Label, Custom Domain, Build Services. Partner plans (agency/consulting) also available.

    Q. What are the main features of Klipfolio?

    Klipfolio offers the following features:

    • Accessible on any browser (Chrome, Firefox, Safari, IE)
    • Attach annotations to reports for others to see
    • Clear, effective visualizations
    • Direct file upload for files on computer or network
    • Easy to use threshold indicators
    • Excel, CSV, JSON, XML file formats supported
    • Experienced support staff and in-depth documentation
    • Integrate multiple data sources in single report
    • Manage access rights to important information
    • Many branding options such as logo replacement
    • Mobile accessible (iOS, Android, BlackBerry, Windows)
    • Pick from a variety of built-in report styles
    • Pre-built dashboard gallery
    • Prep and transform data
    • Securely connect to SQL data bases
    • Self-service KPI editing platform
    • Set up data sources using flexible REST connector
    • Simplified dashboard assembly
    • Trusted security model
    • Unlimited users
    • White-label options for agencies/partners

    Q. Who are the typical users of Klipfolio?

    Klipfolio has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Q. What languages does Klipfolio support?

    Klipfolio supports the following languages:

    English

    Q. What type of pricing plans does Klipfolio offer?

    Klipfolio has the following pricing plans:

    Subscription

    Q. Does Klipfolio support mobile devices?

    Klipfolio supports the following devices:

    Android, iPhone

    Q. What other apps does Klipfolio integrate with?

    Klipfolio integrates with the following applications:

    Chargify, Enplug, Freshdesk, Mailchimp, QuickSilk, Smartsheet, Todoist, Xero, catalog360, truDigital Signage

    Q. What level of support does Klipfolio offer?

    Klipfolio offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials