Klipfolio

Klipfolio

Dashboards & automated reports for data driven teams

4.7/5 (162 reviews)

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
Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa
Supported Languages
English

Screenshots

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: 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
/
5 162 reviews
Excellent
124

Very good
33

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
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.


Lisa W.

Positive. My questions are clarified efficiently and effectively with a robust solution...

By turning data into a visual dashboard, Rooted Elm is able to support our clients in making smarter decisions about their email marketing program, identify gaps and enhance overall subscriber engagement.


Verified Reviewer

The king of dashboards

I think Klipfolio is the perfect balance of price and functionality. You can create some really cool metrics and visuals with this solution.


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.


Fernando P.

Create dashboards with KPIs from all departments of my company and display it for everyone

Easily organize and beatifully display your KPIs. Excellent to keep your team motivated to achieve the goals.


Jabel R.
Industry: Apparel & Fashion
Company size: 13-50 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

Lisa W.

Positive. My questions are clarified efficiently and effectively with a robust solution provided.

Used Weekly for 2+ years
Reviewed on 7/6/2018
Review Source: Capterra

By turning data into a visual dashboard, Rooted Elm is able to support our clients in making smarter decisions about their email marketing program, identify gaps and enhance overall subscriber engagement.

Pros

My trust for Klipfolio started on day one when I was researching which dashboard solution to invest in. CEO, was the person who introduced me to the system then trained me on how to use it. Klipfolio has grown leaps and bounds since then, and the software is more sophisticated and flexible, but I still receive exceptional support when I need it.

Klipfolio Ninja Services has assisted me in advancing the dashboards I create for our clients to an entirely new level. Most often I have the vision and know how I want to parse the data -- but sometimes the right formula or a better, more straightforward way of bringing the data to life happens with one of our Klipfolio Ninja!

Recently Klipfolio has made improvements to their interface and functionality allowing it easier for a non-formula minded marketer (like myself) to use. Being the visual person that I am, I find the video library as well as the knowledge base with examples helpful and reference them often to build the visual component I need.

Cons

At times I have been challenged with file size limitations with .csv files and third-party integrations. In both instances, a workaround resolved the issue for each and I was able to upload the data into Klipfolio to build the klips and dashboards.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Verified Reviewer
Industry: Computer Software
Company size: 51-200 Employees

The king of dashboards

Used Daily for Free Trial
Reviewed on 18/8/2019
Review Source: Capterra

I think Klipfolio is the perfect balance of price and functionality. You can create some really cool metrics and visuals with this solution.

Pros

If you need a dashboard for your business, Klipfolio is the way to go. It's not going to break the bank and you are still going to get the features and functionality you need to create and track technical KPIs

Cons

It does take a lot of learning and practice to get the most out of it. It is much more technical than the lower end competition but that's good. That means you aren't going to outgrow it once you need more.

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

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

Fernando P.
Industry: Computer Software
Company size: 13-50 Employees

Create dashboards with KPIs from all departments of my company and display it for everyone

Used Daily for 6-12 months
Reviewed on 29/5/2018
Review Source: Capterra

Easily organize and beatifully display your KPIs. Excellent to keep your team motivated to achieve the goals.

Pros

Create beatifully customizable dashboards and easily share and display it in your office, with your colleagues and take it with you in the mobile apps. There is a lot of different graphs, tables and other views to display your KPIs and It is a great tool to share with your team and keep them motivated to achieve the goals, I had a wonderful experience with that. You can very quickly integrate with your information in several different kinds of databases or softwares, including MySQL databases, Google Sheets, Asknicely, Pipedrive and etc.

Cons

If you need to calculate something or making a complex formula to get to the right information to display can be very difficult, It is not so clear how each formula works, the articles don't explain everything you need. The support agents can help with in customer support chat but sometimes even them looks to have some trouble to find the correct answers and how to make what you want.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.1/10
Based on 162 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

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 162 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Klipfolio Features

Klipfolio Features

API
Activity Dashboard
Ad hoc Reporting
Business Intelligence
Charting
Collaboration Tools
Customisable Reporting
Dashboard Creation
Data Filtering
Data Import/Export
Data Visualisation
Drag & Drop Interface
Filtered Views
Monitoring
Real Time Analytics
Real Time Data
Reporting & Statistics
Third Party Integration
Trend Analysis
Visual Analytics
Features
4.6/5
Based on 162 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Video Tutorials

Video Tutorials

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
  • 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
    • 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:

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