Klipfolio

Klipfolio

Dashboards & automated reports for data driven teams

4.7/5 (160 reviews)

Klipfolio Overview

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.

Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Subscription
Value for money

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

Klipfolio Reviews

Overall rating
4.7/5
98% positive reviews
123
Excellent
33
Very good
4
Average
0
Poor
0
Terrible
Jabel R.

I would choose it again

Used Daily for 1+ year
Reviewed on 2019/02/04
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 2018/06/07
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

Martin M.

Viz tool for start-ups or marketing agencies with many integrations

Used Daily for 6-12 months
Reviewed on 2017/07/13
Review Source: Capterra

Easy to use, automatization of reports and nice visualization! Thanks them we are using our data daily.

Pros

Klipfolio is dynamic and you can start building your visualization in almost no-time. I was looking for a solution for our business overview dashboards, which is affordable and give us a possibility to start building our dashboards as soon as possible. We needed cloud/online solution without installation, which has Postgre database integration - that's we have got with Klipfolio. One more feature to mention - it's pretty good, that you have plenty of pre-built visualization and dashboards (you would appreciate that, especially if you are online marketing agency, or building dashboards for your online business using Google Analytics, Facebook, Facebook Ads or other data sources)

As I mentioned at first paragraph - we are building our business overview dashboards. Basically, dashboards for CEO and whole team how are business is doing in terms of KPI which we choose and measure over the time. Benefits - quick way from start to first viz, affordable and many pre-built viz and dashboards are main benefits which we really appreciate!

Cons

My main problem was with Klipfolio date filters. I have been struggling with them for a while, but then guys at Klipfolio help me out during our onboarding call. But they are doing best to get it better with every release!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Verified Reviewer

The king of dashboards

Used Daily for Free Trial
Reviewed on 2019/08/18
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
Verified Reviewer

Powerful visualizations with a great support team

Used Daily for 2+ years
Reviewed on 2018/05/11
Review Source: GetApp

Pros

My team uses highly-customized instance of Salesforce as an internal project management system. We also have several other services, such as SharePoint, Google Docs, and others, where data is stored. We found Klipfolio in our search for a dashboarding tool that would allow us to integrate all of these services into a single view for our users across the department. The visualization components are pretty flexible and can be bent to fit your needs. The support team is incredibly patient and are never slow in responding to inquiries.

Cons

The learning curve can seem a bit steep at first. While some data formulas can be easy to understand if you're familiar with some of Excel's more advanced features, there are others that are somewhat unique to Klipfolio. The documentation covers most of what you would need, and if you get stuck, the support team is very quick to respond and walk you through the solution.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Klipfolio 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

  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Business Intelligence
  • Customizable Reporting
  • Dashboard Creation
  • Data Filtering
  • Data Import/Export
  • Data Visualization
  • Drag & Drop Interface
  • Graphical Data Presentation
  • Monitoring
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Visual Analytics

  • Charting
  • Collaboration Tools

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

    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