Klipfolio Features List

Klipfolio

Dashboards & automated reports for data driven teams

4.8/5 (118 reviews)

Klipfolio Feature Summary

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

Business Intelligence & Analytics Feature Comparison

Most popular features of all Business Intelligence & Analytics apps

API (113 other apps)
Activity Dashboard (82 other apps)
Ad hoc Reporting (57 other apps)
Business Analysis (39 other apps)
Business Intelligence (86 other apps)
Charting (66 other apps)
Customizable Reporting (59 other apps)
Dashboard Creation (64 other apps)
Data Filtering (50 other apps)
Data Import/Export (63 other apps)
Data Visualization (86 other apps)
Drag & Drop Interface (44 other apps)
Graphical Data Presentation (37 other apps)
Monitoring (59 other apps)
Real Time Analytics (72 other apps)
Real Time Data (57 other apps)
Real Time Reporting (44 other apps)
Reporting & Statistics (58 other apps)
Third Party Integration (49 other apps)
Visual Analytics (81 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


10 reviews

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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

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Klipfolio Feature Reviews

25 reviewers had the following to say about Klipfolio's features:

Martin Matuska

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

2017-07-13

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Chris Moyer

Verified Reviewer

Best solution for any developer to show quick-stats to non-technical co-workers

2016-06-03

You don't need to maintain a separate "synch database" to get your data into Klipfolio and start using it, anything that can be accessed via any standard database, or even a custom JSON API, can be a data source in Klipfolio.

Pros

Great for Developers Very flexible Integrates with any data source you can think of Cheap, good pricing model

Cons

Complex formulas can be slow and crash some dashboards Not designed for non-technical staff Dashboard building interface can be clunky for advanced users (they are working on fixing this).

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Shivakant Dubey

cloud-based business intelligence solution

2018-02-16

It helps marketing agencies, analytics firms, system integrators, business solution providers and technology providers create business performance dashboards.

Pros

It uses pre-defined reports for specific data sources.

Cons

It's very difficult to format outside of the pre-defined reports. If you are not a Klipfolio expert or technically savvy, you are limited in Klipfolio.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Frederick Oliver

Generally good. Used many of the prebuilt dashboards and modified some to our needs.

2017-07-03

I've created dashboards I use myself as well as others to present with our executives, raising our departments profile.

Pros

Data can be real time. No need to export then import static data.

Cons

Some things are a little less intuitive than I would like, particularly if you don't do them regularly. I would like more in-depth.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Oscar Rocha

Easy learning, well documented tool with nice support wich update content evrytime.

2017-06-28

Very esasy connections to API request to take data in real time.

Pros

We are going to authomatizate critical reports with essensial KPI for each brand we have and the reply way will be quick and easy.

Cons

The first two packages are kind limited for the price and early tests on building something big, but the 3rd gets you everything you really need and its what an agency need

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Paula Funston

Really impressed, highly recommend.

2018-03-07

Automating Reporting and removing administration time to manually create reports.

Pros

Flexibility to customise dashboards layout and klips (charts). Ability to publish links or add users with view only.

Cons

There's a learning curve to get specific data presented if there isn't an existing klip to produce the results you're after, but the customer support team and help documentation is very helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Bojana Milasinovic

Verified Reviewer

Great reporting tool

2017-07-14

A lot of prebuilt dashboards and easy integrations with many analytics tools.

Pros

reporting, pre built dashboards, easy integrations

Cons

Requires some time to get to learn how tool works

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Klipfolio

highly recommending

Source: GetApp
Helpful?   Yes   No
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Naveen Gabrani

Verified Reviewer

Generating Dashboards quickly

2015-01-09

Klipfolio is an easy to use tool for generating dashboards from multiple data sources.

Pros

Easy to configure Low cost

Cons

Does not support some advanced Business Intelligence data manipulation features.

Source: GetApp
4 of 4 people found this review helpful
Helpful?   Yes   No
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Nate Shinagawa

Verified Reviewer

Klipfolio combines ease and power

2015-01-27

For almost two years, I've used Klipfolio to build dashboards, audit reports and scorecards.

Pros

- Easy to use with drag and drop features - No data warehouse required - If you know Excel, you can use Klipfolio (the formulas work similarly) - Visually attractive - Management incorporates user suggestions

Cons

Klipfolio has adopted a new Data Processing Node that has helped

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
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Anonymous
A verified reviewer
Verified Reviewer

Setting up account

2016-07-14

I started programming to get KPI's on a Klipfolio Dashboard. In a week I managed to push metrics to the system, integrate different sources with each other without too much problems.

Pros

Easy to push data from our DB and get data from google analytics, and after that integrate these two data-sources.

Cons

Initially I had some difficulties understanding the Forumula bar, and changing forumulas is not always the most easy task.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Klipfolio

Just give it a shot and you will be convinced by the results :)

Source: GetApp
Helpful?   Yes   No
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Mark van der Eng

Greatly helps us to visualize our data, but also to provide our clients with an easy overview

2017-06-29

It has greatly helped us visualize our data, goals, and overall performance.

Pros

For example, we can combine FB campaign data with analytics statistics (like sessions, transaction ID etc.) by matching the campaign name.

Cons

Some actions take time as there are no easier ways developed yet (but they are in development), like copying settings between table columns

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Md Mahbubur Rasheed

The best dashboard design and visualization experience

2018-03-07

I have been using it for business intelligence, and company data visualization.

Pros

All the complexities are hidden under simple and elegant UI. You won't have to worry complex technical tweaks to pull data from different sources.

Cons

Rarely I find some data sources not compatible with klipfolio.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Cranston

AA Garage Guide - analyzing so much more data with help from Klipfolio - 20 boards and counting

2018-06-11

From helping with new charts to fixing simple grouping errors, nothing is too much trouble and they are always quick to respond and help us.

Pros

It really is limitless Can see data in real time Pretty much connects with any data source you are working with

Cons

You do need to know a bit about how to select, group and chart data if using SQL queries like we are, but the support team is fantastic.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Lisa Wester

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

2018-06-07

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Anonymous
Co-Founder, Full-Stack Growth Marketer (Marketing and Advertising company, 1-10 employees)
Verified Reviewer

The Best Dashboards for Growing Businesses

2017-12-23

Pros

Very easy to integrate with and intuitive to build pre-made dashboards and clips.

Cons

You need to spend time training yourself in order to make custom dashboards or you might get involve a developer to help you.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Jacob Groom

Klipfolio is very useful for small businesses.

2017-09-09

I think that Klipfolio is great for small businesses that need a data visualization tool.

Pros

It uses pre-defined reports for specific datasources.

Cons

It's very difficult to format outside of the pre-defined reports. If you are not a Klipfolio expert or technically savvy, you are limited in Klipfolio.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Rakesh Sharma

The Story Of Data

2013-07-03

The greatest benefit of the application is that it simplifies complex data comparisons.

Pros

Awesome tool to visualize data across multiple levels of your organization

Cons

Enhanced intelligence capability will further add context to the solution

Source: GetApp
5 of 7 people found this review helpful
Helpful?   Yes   No
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Olga Dourassof

Verified Reviewer

A Great Dashboard Site

2015-01-13

The amount of data sources you can import in there is amazing.

Pros

automatic updates ( choose from various options - 1hr, 2 hr, 1 day...) ease of creating a klip great support team loads of tutorial, resources and webinars low cost

Cons

the more data sources and klips you add, the longer it takes to load

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
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Matthew Burnell

Awesome value for reliable data

2018-03-09

Staff exposure via tv dashboards to data that helps our business.

Pros

I can rely on this to work night and day for my in-office dashboards. It's amazing how my staff responds to data.

Cons

It's worth sticking with it because once you get a dashboard, you're good to go.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Samantha Torres

Verified Reviewer

My new motto is "It'll integrate with Klipfolio"

2016-07-27

Klipfolio enables us to create central dashboards to not only provide superior reporting to our customers, but also get a clear picture of our internal performance.

Pros

- Haven't run into any times I can't make a visualization of the data I want.

Cons

- Steep learning curve. From using tools like DashThis and Cyfe, it's certainly more advanced and requires more planning.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Klipfolio

It's important to have a resource dedicated to Klipfolio who can learn the system, or just spend for the Professional Services to have their team build it for you. Their KlipStarts are great, but of course, can be very limiting depending on your own needs. And absolutely have your reporting requirements and some mockups ready to go for when you start building your own Klips.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Erik van Dorp ✔

Verified Reviewer

Klipfolio is THE tool for making numbers easy to read and interpret

2015-01-28

We use Klipfolio for visualization of marketing, sales and CRM data coming from different systems.

Pros

* Flexibility in look & feel, calculations and IT connectivity * Very smooth interface for creating new dashboards, tabs and klips * Price for one account is good * Great support team * Many new features and options developed on a regular basis

Cons

* Easy to get started, but there is a learning curve if you want to go beyond the essentials * Custom CSS styling options come at a premium price * Pricing per account only goes down beyond 10+ users

Source: GetApp
4 of 5 people found this review helpful
Helpful?   Yes   No
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Philippe Daviet

Klipfolio is a sleek dashboard tool

2017-09-14

This is not a battleship in the business intelligence realm, but a lighter, sleeker tool that allows a quick deployment and beautiful results.

Pros

They have a strong online presence for immediate help and a quick support team for trickier questions. Dashboard and widget (klips) presentation are very sleek.

Cons

Klipfolio cannot be considered as a full-fledged business intelligence tool as it does not perform 'intelligent' analysis of the data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Seth Craven

It has allowed our team to create transparent dashboards

2018-05-18

Pros

We have a big monitor in our office and each department has a dashboard displayed that rotates through the reports.

Cons

So other than the learning curve, this is a really cool tool to help with your reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Anthony Pena

Only positive experiences to report using the Klipfolio platform

2018-03-06

This software has been helpful for me personally in growing my business and has enabled me to help others manage and monitor the health of their own businesses as well.

Pros

For me, the level of customization, scaleability of the platform, and top notch support make Klipfolio stand out among the other BI data visualization softwares out there.

Cons

There are some very basic design elements that can take a little longer to implement in Klipfolio that are standard in most softwares.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Automotive company, 11-50 employees)

Good looking dashboards if you can figure out how to make them

2018-04-04

Pros

The UI is really pleasing, and there is a wide range of visualizations to choose from making it easy to convey data in just the right way.

Cons

Getting data into the system can be a pain, and manipulating the data is a challenge.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Klipfolio


Hey there, thanks for submitting a review.

I'm happy you like your Klipfolio dashboards but disappointed you're finding some of the data manipulation tasks challenging. We're continuously improving and there's new functionality coming out this month which is a big leap forward and really helps to prepare your data for use in Klipfolio. I hope you'll check it out and please reach out to our Support team if you have any questions at all. We're always here to help!

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