# Klipfolio Reviews
**Vendor:** Klipfolio  
**Category:** [Analytics Platforms](https://www.g2.com/categories/analytics-platforms)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 256
## About Klipfolio
Klipfolio Klips is a dashboard and reporting platform that lets you build real-time, pixel-perfect data visualizations and distribute powerful custom dashboards and reports. It allows teams and businesses to connect, model, and visualize data from multiple sources in one place, helping your team or your clients make informed, data-driven decisions. Product Category Klips falls under the category of business intelligence and dashboard software, specifically designed to create dynamic, customizable data visualizations. It focuses on empowering small and mid-sized businesses with accessible, real-time analytics to unify their data for better insights and performance tracking. Klipfolio Klips is ideal for: - Small and Mid-Sized Businesses: Teams looking for a cost-effective way to gain actionable insights and improve decision-making with custom dashboards. - Data Analysts: Professionals who need flexible tools to model, visualize, and distribute metrics to stakeholders. - Client-Focused Organizations: Agencies or teams who want to create professional, branded dashboards for their clients. Klipfolio Klips helps businesses gain a single source of truth for their data with: - Real-Time Dashboards: Build highly customizable dashboards that update in real-time to track business performance. - Wide Data Integration: Connect to hundreds of services, APIs, databases, and spreadsheets for seamless data aggregation. - Data Modeling Tools: Transform, combine, and format data within Klipfolio to prepare it for analysis. - Customizable Visualizations: Create pixel-perfect charts, graphs, and visualizations tailored to your unique needs. - Accessible Reports: Share insights through PDF reports, scheduled emails, or published dashboard links for external access. - With Klips, teams can centralize their data, ensure consistency, and access insights anytime, anywhere, helping them make smarter, more informed decisions.



## Klipfolio Pros & Cons
**What users like:**

- Users appreciate the **seamless integration capabilities** of Klipfolio, enhancing their data connectivity and dashboard usability. (2 reviews)
- Users appreciate the **responsive customer support** of Klipfolio, ensuring they&#39;re never left stuck with issues. (1 reviews)
- Users love the **ease of understanding** in Klipfolio, enabling quick setup and consistent usage without frustration. (1 reviews)
- Users appreciate the **ease of use** of Klipfolio, enjoying seamless connections and quick access to support when needed. (1 reviews)
- Users praise the **intuitive interface** of Klipfolio, noting its clean design and strong integration capabilities. (1 reviews)
- Speed (1 reviews)
- User Interface (1 reviews)

**What users dislike:**

- Users note the **limited chart functionality** of Klipfolio, making it suitable only for light data analysis. (1 reviews)

## Klipfolio Reviews
  ### 1. Klipfolio Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** sumeet y. | Technical Support Engineer, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** September 30, 2025

**What do you like best about Klipfolio?**

What I really like about Klipfolio is that it’s super easy to pick up, connects smoothly with lots of data sources, the dashboards get used all the time (daily or a few times a week), and if something breaks or you need help, the support, docs, and community jump in fast basically, you almost never feel stuck.

**What do you dislike about Klipfolio?**

i really do not have any dislikes because i would love to use this tool.

**What problems is Klipfolio solving and how is that benefiting you?**

so you’re constantly pulling in data from many sources via its wide connector/API library, building or adapting dashboards quickly.

  ### 2. All the Pertinent Data at a Glance—Very Helpful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Martin S. | Insurance Broker, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 10, 2026

**What do you like best about Klipfolio?**

Seeing all of the pertinent data at a glance is really helpful.

**What do you dislike about Klipfolio?**

Sometimes it takes a little while to load the information I need.

**What problems is Klipfolio solving and how is that benefiting you?**

It shows me the data I need to perform my daily duties at the right pace.

  ### 3. Terrible Customer Service with a Subpar Product

**Rating:** 2.0/5.0 stars

**Reviewed by:** Jennifer B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 20, 2024

**What do you like best about Klipfolio?**

Easy to add metrics and connect data sources. They have a lot of connections that are pre-built and a lot of customizable options. The platform is really user friendly and easily navigatable. They also have a wide range of help topics.

**What do you dislike about Klipfolio?**

Their customer service is terrible. I felt very scammed  because in the beginning they were telling me a different price than what I was being shown in their own portal.
Then once I signed up I realized that a lot of the connections don't actually work. They advertise that they have connectivity with Instagram but they do not. I was told they were working on a solution more than 6 months ago and have not received a single update.
Every time I contact support I get the impression that I am bothering them. I will not be renewing this platform because I do not feel valued as a customer.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio allows me to display my web analytics in one place in easy to use dashboards.

  ### 4. Intuitive and clean but lacking features

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** January 08, 2025

**What do you like best about Klipfolio?**

It's very intuitive and the UI is clean. The integrations  capabilities are nice.

**What do you dislike about Klipfolio?**

It doens't have as many chart options like Power bi or Data Studio. It's good only for light data analysis.

**What problems is Klipfolio solving and how is that benefiting you?**

I was able to quickly share some simple data insights on the project I was working on.

**Official Response from Allan Wille:**

> We're pleased to hear that Klipfolio has been helpful in quickly sharing data insights for your project. We appreciate your feedback on the chart options and will review improvements with our product team. Thank you.

  ### 5. Excellent support service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lucas C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about Klipfolio?**

Customization of dashboards according to user needs
Integration with various data sources, such as spreadsheets and APIs
Possibility to share dashboards with others
Access various types of charts and visualizations to improve data understanding.

**What do you dislike about Klipfolio?**

Greater flexibility in data formatting and formula creation
Improvements in the loading speed of dashboards and visualizations
Addition of data analysis and artificial intelligence features to help identify trends and insights.

**What problems is Klipfolio solving and how is that benefiting you?**

bring alerts faster

  ### 6. One of the best analytics tool for startups

**Rating:** 3.5/5.0 stars

**Reviewed by:** Akhil A. | Data Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 02, 2023

**What do you like best about Klipfolio?**

It has a user-friendly interface. It can be easily connected with databases, Excelsheet, and Google sheet which makes data integration very smooth and easy. The Visualizations are amazing , there are a lot of chart and visual options for data analysis.

**What do you dislike about Klipfolio?**

Works really well with a small set of data but it hangs several times when we did analysis on a larger set of data. There is no python API integration which limits us to using only SQL for analysis purposes.

**What problems is Klipfolio solving and how is that benefiting you?**

It helped the organization to make decisions based on the visuals like charts and widgets. Gave clear visibility across teams about user behaviors, and helps in building scoring of each and every user for Segmentation.

  ### 7. Best dashboarding tool in the market

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hurmet N. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 26, 2023

**What do you like best about Klipfolio?**

Easy to setup, great support, very good pricing system, countless integrations beautiful design and highly customizable.
Offers prebuilt templates aswell.

**What do you dislike about Klipfolio?**

Refresh rate linked to pricing, sometimes you need complex functions for data slicing

**What problems is Klipfolio solving and how is that benefiting you?**

Business intelligence and live data monitoring of all business metrics.

  ### 8. Great Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 16, 2023

**What do you like best about Klipfolio?**

I needed something to convert Google sheets into dashboards to monitor our maintenance logs.  Klipfolio we an incredibly intuitive quick solution.  Highly reccomend!  Oh yeah...Awesome support!

**What do you dislike about Klipfolio?**

If I'm being super picky I'd like more templates to change the appearance of the dashboards.

**What problems is Klipfolio solving and how is that benefiting you?**

Monitoring Logs

  ### 9. One of if not the most flexible BI platforms out there.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Graham H. | Principal Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 01, 2022

**What do you like best about Klipfolio?**

I love the full range of capabilities that are possible when building a Klipfolio dashboard (specifically with their Klips product). Unlike the majority of BI platforms, building with Klipfolio feels more like designing a web page than configuring a single chart at a time. A single Klip can contain multiple graphs from different data sets, either displayed side by side or modeled together on the spot. Variables are straightforward and can be made independent of the data, which makes room for creative solutions to a wide variety of UI requirements. Then for the most custom experience, HTML and Javascript can be written directly into the Klips and utilize the same data sources as the out of the box components, powering even more creative solutions.

**What do you dislike about Klipfolio?**

The platform can run a little slow sometimes, particularly when performing complex actions. With Klips, data sources are always fully refreshed when loading up a dashboard, which can drag down the performance when working with multiple data sources at the same time. They offer some power-ups to help head this problem off, but I think pulling in some of the resources used in their power metrics product would move the needle forward.

Another small suggestion would be to carry over more features from the highcharts library into the base components. There are more chart types, tool tip functionalities, axis options, and dynamic labeling options in the most recent version of the same JS library that Klipfolio visualizations run on.

**What problems is Klipfolio solving and how is that benefiting you?**

Through Klipfolio, I have been able to design client-facing dashboards that replace entire reporting cycles and allow analysts to annotate the data and clients to ask questions directly on the charts that they're referencing. Being able to set variable values through hyperlinks allows me to easily share exactly how I'm viewing the dashboard with team members, and the automated email feature has helped me get around the issue of relying on users to log in to see the dashboards.

  ### 10. Really easy UI for visualization, limitations to data ingestion

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kiersten N. | Software Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 01, 2022

**What do you like best about Klipfolio?**

The UI for data visualization is pretty easy to get up to speed on. I appreciate that it is very clear what functionality is available, what kinds of visualizations you can create, and how to customize them. The documentation for the Klip components and data transformation is pretty good. I also appreciate that Klipfolio can securely connect to our database with TLS (this was a must-have feature). I am a software developer, so it has been pretty easy to work with.

**What do you dislike about Klipfolio?**

Dashboards with custom date filters are pretty slow to load, even with defaults selected. Data refresh queries time out pretty quickly and I have noticed in several cases that the query will time out on Klipfolio's side, but the connection to the database is never terminated. So if a query times out in Klipfolio, the query will keep running against our database for no reason. I wish there was a setting to increase the timeout.

**What problems is Klipfolio solving and how is that benefiting you?**

I am a backend software developer and it would take a long time for me to build a custom front-end to make reports accessible to other departments and company leadership. The visualization interface saves me time from having to code the front-end myself and I don't have to rely on a different front-end development team to be able to quickly get reports set up and out to people. Klipfolio helps me be self-sufficient in my job function.

  ### 11. Get What You Pay For - Horribly Un-User Friendly, Overly Complex, Bad Support, Not for BI/Real-time

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 13, 2022

**What do you like best about Klipfolio?**

The cheap price, the customizability and the ability to create a global template that can be used across multiple clients are the only good things about Klipfolio. But you get what you pay for.
Even the global templating system is a seriously painful thing to build, configure and maintain. It does not work as you would expect.

**What do you dislike about Klipfolio?**

1. Extremely difficult configure and not user friendly at all to take advantage of and build any customized visualizations (Klips). 

2. Building any custom visualizations or connecting any data source basically requires a developer (no kidding).  For example, just adding a nice looking headline to a dashboard or Klip requires some scripting or HTML coding. If you don't want to pay a developer to build your reports, do not use Klipfolio.

3. There's no WYSIWYG functionality at all in this platform, zero. Everything must be built from scratch via scripts and coding unless all you need are the exact pre-built visualizations, which in my experience, are extremely limited and subpar. And they only have a small handful available. But if that's all you need, other platforms are much easier to use and configure and offer far more templates.

4. Terrible servers - when downloading PDFs, they constantly error out or time out, literally making a simple task like downloading a report/dashboard snapshot literally impossible. **Note, we are not using Klipfolio as a true "BI" tool as they claim it to be. We just need it for reporting. So our Klips have very few and only very simple calculations. Basically, all we do is pull in data from other platforms to be visualized. And much of the visualizations are simply metrics tables with data pulled in...no calculations at all. So it's hard to imagine how a true BI need involving more complex calculations could be filled by Klipfolio when our basic reporting needs cannot be fulfilled properly. 

5. NOT real time...They claim to be a "real-time" "BI" tool, but Klipfolio cannot even properly support our basic static reporting. How could it provide robust real-time BI needs? As mentioned above, just downloading a PDF snapshot of a dashboard runs into errors. Is this "real-time?" Also, the dashboards take forever to load, and often they load without data. Klipfolio is far from what I would consider "real-time." You need a LOT of time on your hands to wait for the dashboard to load and then deal with the errors when trying to download or email a report. 

6. Terrible and confusing access model. I've been using Google Ads, Google Analytics and numerous other SAAS platforms for over 20 years, and this is one of the worst access models I have ever encountered. Just scheduling an emailed report requires quite a complex setup. Then there are "Groups" that seem to be a good idea, but they don't provide access as you might expect. Actually, they seem almost useless and maybe just present to confuse you and take up more of your time to configure.

7. The promise of a global templating system to support hundreds of clients using the same dashboard was one reason we chose Klipfolio. But, it is painfully difficult to build, implement and maintain. You would think that after importing the "global template" dashboard into individual client accounts, you could just update the Global template easily to update all client dashboards that are using the global template, right? But this is not the case. Many changes to the global dashboard, such as data source changes, must be re-imported into each client account again. When we work with ~100+ clients, this is no easy task. So this 'capability'  is not what you would expect and definitely very disappointing. 

8. Customer support is mostly courteous but quite bad at actually helping...unless, of course, you pay for their over-priced premium support. When you report an issue like their servers timing out and throwing an "error" message that literally says in the error message to "contact support," they tell you you need to change what you're doing to build a smaller report/dashboard. Even though we built them within the allowed/documented specifications of 30 or fewer Klips/visualizations, support still insists that we must further reduce our report size. Then when you further push for help, they basically tell you, "oh too bad, it's not working; maybe this isn't the platform for you."  Klipfolio support does not value your business after you sign up.

**What problems is Klipfolio solving and how is that benefiting you?**

We use Klipfolio to provide dashboards for our agency's clients. 
When the dashboards work (which is intermittent), we are able to share performance metrics from a variety of online marketing channels in one dashboard report via email or basic download.
And we allow our clients to log in and access their own dashboard at any time. 
But, these simple needs have proven to be very challenging to set up and accomplish with Klipfolo.

**Official Response from Cathrin Schneider:**

> Hi there, thank you for taking the time to leave a feedback, which we value a lot. We are sorry that Klipfolio doesn’t seem to be the right product for your needs. To make the most use out of our product, certain technical skills are required. Users will then be able to use the full range of customization options that most of our customers love. 

  ### 12. Klipfolio is the best BI tool for creating custom reports!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew W. | Data Scientist, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

Klipfolio has features that enable a far more comprehensive and in-depth report-building experience. Motivating team members to take action on their KPIs is easier with Klipfolio.

**What do you dislike about Klipfolio?**

Klipfolio is a technical tool that requires some level of expertise to use and get the most out of. So for beginners at BI it may be a little too advanced. Luckily they also have a simpler option with their Power Metrics product which is designed for beginners to get started with easer.

**What problems is Klipfolio solving and how is that benefiting you?**

I build BI Dashboards for clients across many industries and it is by far the best tool I have come across for building KPI reports that get used daily and motivate teams to make progress on business goals.

  ### 13. Great Analytics Tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** RJ J. | Executive Director of Business Intelligence, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

The connectors! Being able to directly connect to things like Salesforce makes creating real-time views for our operations department a breeze. You can also set different data refresh rates!

**What do you dislike about Klipfolio?**

I'd have to say the only thing I'm not a fan of is occasionally running into issues refreshing more than 500 times in an hour. With a large organization, it can be an issue but not a large one. Overall the pros vastly outweigh the cons.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio is helping us bridge the gap between our current crm analytics plaform (which is not capable of real-time views) and our operations team. It allows us to keep production high and our eyes on the target.

  ### 14. Klipfolio for success

**Rating:** 4.0/5.0 stars

**Reviewed by:** Stephen  F. | General Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

I love that Klipfolio gives live and accurate information on the metrics and performance of the business.  This helps deliver to best service to our clients and allows the team to know where they stand in their day to day operations.

**What do you dislike about Klipfolio?**

There isn't much to dislike about klipfolio.  I don't like that some of the klips don't match when you pull up certain metrics.  I wish there was a way to share klips with my team members who don't have access.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio helps me find any gaps in the business and any areas that need improvement.  I can identify outliers and champion the team members who are exceeding expectations.

  ### 15. Great solution for data visualization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jordan D. | Director, Demand Generation, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

Klipfolio is a user-friendly way of visualizing data from multiple sources. You don't really need the same level of analytics background that would be needed with something more complex like Tableau - if you can write an Excel formula, you can build dashboards.

**What do you dislike about Klipfolio?**

I wish there were options for some more complex forms of Salesforce data to be imported as data sources. Being restricted by type can be a bit annoying, but you can work around it.

**What problems is Klipfolio solving and how is that benefiting you?**

It's a great way to visualize data from multiple sources and quickly make that data available and accessible across our organization. It really helps establish a single source of truth.

  ### 16. Klipfolio is a great tool for proving insights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Naveed I. | Tech Admin Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

The best thing about Klipfolio is that you can link any of your advertising accounts with it and get all the necessary insights which could help in improving the performance of your account

**What do you dislike about Klipfolio?**

I wish there was a certain way where we could link MCC to Klipfolio but still, i like the way it is. I hope that in the future there will be progress made in this regard as well.

**What problems is Klipfolio solving and how is that benefiting you?**

It helps us in giving us the day-to-day performance of all our accounts. We can  evaluate which accounts are facing issues and which accounts are performing well.

  ### 17. An Easy to Use Tool with Unlimited Possibilities

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jonathan P. | Unified Communications Technician, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 02, 2022

**What do you like best about Klipfolio?**

Drag and drop feature set. I really enjoy that I'm able to add data and then quickly drag and drop klips to see what I want and where.

**What do you dislike about Klipfolio?**

I really wish there was another option for automated reports. The PDF in the email is nice, but a different way to display that in HTML would be very cool and easier to digest.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio allows us to aggregate as much data as possible in easy-to-digest dashboards for all levels of employees. This is a great way to compare and contrast metrics from different systems and formula.

  ### 18. Great service!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam A. | account manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

The easy-to-use features, I always leave the tab open and eye throughout the day. It's great for tracking the sales and revenue your company is generating day to day.

**What do you dislike about Klipfolio?**

I dislike the time it takes for results to update. Sometimes it can be confusing when a sale goes through but the platform won't update it until the next day or 2.

**What problems is Klipfolio solving and how is that benefiting you?**

It's saving me a bunch of time by just being able to overlook my numbers and sales. It gives me a better quick understanding as opposed to looking it up manually.

  ### 19. Great dashboarding tool for analyst to build what they want

**Rating:** 4.5/5.0 stars

**Reviewed by:** Carolyn S. | People Insights Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

I like how much you can customize the look and feel of your dashboard. The options are limitless and every element looks really cute.

**What do you dislike about Klipfolio?**

I would consider this a low-code tool. I think it would be great if they had more features for less experienced dashboard builders. I also wish they has a word cloud option in the visualization types.

**What problems is Klipfolio solving and how is that benefiting you?**

Klifolio connects all our disparate systems within our HR department. Seeing survey, HRIS, and ATS data in one dashboard is really cool.

  ### 20. Easy To Add Data!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

I find that adding data sources is as simple as logging in to the 3rd party software you want to enter. I have seamlessly added spreadsheets from google and other social media platforms for visual analytics. I have also performed API calls that help aid other metrics.

**What do you dislike about Klipfolio?**

The space for the data source data as well as the space for the formulas is smaller than desired. I would also like to have better drag and drop grid mechanics for Klips.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio is solving a big data problem for us. Dashboards are giving my teams the real-time data needed to help performance in the moment. We are also able to plan out short-term and long term goals.

  ### 21. All-in-One BI Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 11, 2022

**What do you like best about Klipfolio?**

The flexibility and robustness of klips make Klipfolio an impressive tool in the BI space. With the ease of combining multiple data sources directly in the visualizations, it has allowed us to avoid standing up a data warehouse on some occasions and use direct API calls to the services directly.  Their formula language is a cross between SQL and Excel functions so to truly manipulate your data at will requires some familiarity with those two languages. Once you get over the learning curve of understanding how to shape your data, this product is nearly limitless in how you can set-up dashboards. Being able to inject custom HTML and JavaScript into your dashboards is an added bonus to further customize the look and feel.

**What do you dislike about Klipfolio?**

The klip side of the product (as opposed to PowerMetrics) is starting to look somewhat dated. Giving klips a bit of a facelift to bring it on par with PowerMetrics and updating some of the charting options would go a long way. While they do offer PDF printing of the dashboards, it's somewhat clunky as you have to tinker with the settings to print nicely.

**What problems is Klipfolio solving and how is that benefiting you?**

Pulling all of our reporting from disparate sources under one roof. We no longer have to login into each platform to see important KPIs. Also allows us to marry data from the different services to get most holistic KPIs of company health and performance in real time.

  ### 22. Excellent tool for building real-time dashboards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mike C. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

We run most of our real-time dashboards through Klipfolio. Klipfolio equips us with the data needed to make great decisions.

**What do you dislike about Klipfolio?**

I am reaching a bit to find something we dislike, but there is a slight lag (less than 60 minutes) on the refresh on some of our dashboards.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio is helping us make better decisions by bringing together data from disparate sources into a single, real-time view.

  ### 23. Klipfolio Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jake B. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

Effectiveness and Visibility! This system has worked great for myself, and my colleagues for years! Real-time analytics are very important in business and I love this Platform!

**What do you dislike about Klipfolio?**

Nothing, It is great! If I did have any complaint is sometimes it does not update fast enough, but with that being said it does fantastic even with a five-minute delay. I love it!

**What problems is Klipfolio solving and how is that benefiting you?**

I really don't think there is anything else that they need to do, if they can figure out a way to gather data from sources you are using quicker that would be great. But in all nothing else I can think of!

  ### 24. Easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sebastian P. | CTO, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

It's really easy to create graphs and insights once data is uploaded

**What do you dislike about Klipfolio?**

I don't find useful the permissions settings. I would like to be easy to select who is able to see some information and who doesn't

**What problems is Klipfolio solving and how is that benefiting you?**

We upload daily data about the business and it's really helpful to get some insights and monitor our revenue in real time

  ### 25. Frotcom FCP review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alban H. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2022

**What do you like best about Klipfolio?**

Klipfolio helps us to see our business performance daily weekly and yearly! It is the perfect dashboard for companies. I will suggest klipfolio for companies. All the features are perfect.

**What do you dislike about Klipfolio?**

As a company, we are tracking sales and other information regarding our performance and there is nothing to dislike in this software. We will keep using klipfolio till our business is active

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio is helping us to achieve our sales and also is helping us for planing future company goals! Also, we are be able to track stocks, market, RMA devices etc

  ### 26. Fantastic Dashboard and Analytics Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Sporting Goods | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2022

**What do you like best about Klipfolio?**

So many things. 
The number of direct integrations and flexibility to connect up other data sources through custom-built data source connectors is hugely beneficial.
There are a great number of pre-built klips and metrics, but the fun part comes in the form of building custom dashboards and widgets. 
We use Klipfolio for all areas of the business, and it helps to drive key business decisions.
The support team is very knowledgeable and approachable.

**What do you dislike about Klipfolio?**

Very little. We have only come across one integration limitation.

**What problems is Klipfolio solving and how is that benefiting you?**

Business dashboards. Data Analysis. Cross Channel data analysis.

  ### 27. Highly Recommend!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mandy B. | Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

Klipfolio has been a great dashboard where we can see different analytics for our company all at a glance - highly recommend it!

**What do you dislike about Klipfolio?**

I haven't had any issues using Klipfolio so I have no dislikes.

**What problems is Klipfolio solving and how is that benefiting you?**

We needed a platform to view all our analytics and Klipfolio has worked well with this.

  ### 28. Klipfolio is the best tool to track in a smart way all your KPI's

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adrian Alejandro P. | Marketing Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

What i like the most about Klipfolio is how easy to read are all the data

**What do you dislike about Klipfolio?**

Probable something i could improve is the long loading time

**What problems is Klipfolio solving and how is that benefiting you?**

When we have a new client, it's difficult to know where we can start, but with Klipfolio it makes all that path  easier

  ### 29. Gets the job done

**Rating:** 4.0/5.0 stars

**Reviewed by:** Clara S. | F, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

Simplicity of the platform and easy to build klips once you have the correct information linked to it.

**What do you dislike about Klipfolio?**

Not robust list of apps to connect, some connections are complicated, limited number of graphs/options.

**What problems is Klipfolio solving and how is that benefiting you?**

Affordable solution to keep an eye on data that is important for the company

  ### 30. Best Real time and Easy to use Tool

**Rating:** 3.5/5.0 stars

**Reviewed by:** Saroj G. | Data Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

The best thing is the real-time, with multiple connection options and an interactive easy-to-use tool.

**What do you dislike about Klipfolio?**

It should include more graphs and a little bit of more flexibility to the user to built those.

**What problems is Klipfolio solving and how is that benefiting you?**

It's our company's go-to tool and everyone is using the real-time dashboard.

  ### 31. Data-driven decissions are easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** David  H. | Business analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

Every data displayed in an Excel sheet can be shown in a friendly graph.

**What do you dislike about Klipfolio?**

Tool is very user-friendly. From my POV, no relevant dislikes :)

**What problems is Klipfolio solving and how is that benefiting you?**

Monitor call center activity via mobile phone, TVs and laptop 24x7x365.

  ### 32. Pleased with possibilities and functionalities but Performance in more complex Klips could be better

**Rating:** 4.5/5.0 stars

**Reviewed by:** Elke R. | Senior Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

Fast connection
Easy to create new Klips

**What do you dislike about Klipfolio?**

Limitation Datasource 10 MB
If there are some formulas in a klip - the performance is sometimes really slow

**What problems is Klipfolio solving and how is that benefiting you?**

See changes in our Startup nearly real time

  ### 33. it is a nice tool to build dashboard from different data source

**Rating:** 4.5/5.0 stars

**Reviewed by:** Bert K. | CRM Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

the email dashboard in PDF function. no other tool has similiar function

**What do you dislike about Klipfolio?**

sometimes it takes some time to load information

**What problems is Klipfolio solving and how is that benefiting you?**

they try to help me simplify data modeling. there is a good guiding system

  ### 34. Very helpful tool to monitor business performance and steering toward right direction.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Zeeshan S. | Financial Planning & Analysis Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

Convenient to integrate with ERP/SAP system.

**What do you dislike about Klipfolio?**

Need further development on graphics, bars etc.

**What problems is Klipfolio solving and how is that benefiting you?**

It helps us to monitor business performance on a daily basis and management can see it even on their mobile phones.

  ### 35. It's a very special tool and helps us a lot!! Sincerely, my team is very excited using this tool.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Davi F. | System Analitic, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

Many ways to connect data. Documentation is complete too.

**What do you dislike about Klipfolio?**

I didn't find the Portuguese version. We have clients in Brazil.

**What problems is Klipfolio solving and how is that benefiting you?**

Now we can look for all business jobs and new opportunities are coming.

  ### 36. It would be really nice to have future figures as well

**Rating:** 3.5/5.0 stars

**Reviewed by:** Dominic P. | Revenue Manager - Lux South ARI , Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

To see future data as well additionally to  history

**What do you dislike about Klipfolio?**

NO future data is available and takes more time for report in month end closing

**What problems is Klipfolio solving and how is that benefiting you?**

50% because only history data is available

  ### 37. Affordable Digital Analytics Solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Building Materials | Enterprise (> 1000 emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

I like the automated integrations best with the most commonly used digital assets. Along with the cost, it is incredibly affordable for small businesses.

**What do you dislike about Klipfolio?**

When there are not integrations, it is pretty cumbersome to build them and often needs the support of a "ninja" which is an additional cost.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio offers our company a one-stop location to view our monthly and yearly digital analytics to build actionable insights.

  ### 38. There is a general view of all the necessary information you need about how the business is growing!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2022

**What do you like best about Klipfolio?**

The numbers presented and the basic information provided. The information is displayed in a way that you see numbers and below the narratives to explain them. It is easy to see.

**What do you dislike about Klipfolio?**

Too many graphics and numbers are shown in various tables. This looks like too much information if the information could be summarized. Improvement can be made by reducing the graphics and having some lines or just a few tables explaining

**What problems is Klipfolio solving and how is that benefiting you?**

Benefit is that it helps in giving a comparison on how things are moving in relation to the target and it helps avoids assumptions on numbers that have been attained.

  ### 39. Great dashboard visualization option, flexible with a lot of data source options.

**Rating:** 4.5/5.0 stars

**Reviewed by:** William B. | VP MFG, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

# of dashboards, available knowledge base and formulas, you can do a lot with time and learning.

**What do you dislike about Klipfolio?**

requires good internet connection for speed, could have more options for calculation macros things to happen to improve performance.  More examples to leverage for creating content / klips.

**What problems is Klipfolio solving and how is that benefiting you?**

ability to display information in the way we want, to variety of levels in organization and groups with different interests and KPI

  ### 40. Great Dashboard software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julia A. | Social Media & Digital Advertising Expert, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

Great for creating reports and dashboards

**What do you dislike about Klipfolio?**

lack of date picker to choose from xx to xx date

**What problems is Klipfolio solving and how is that benefiting you?**

Creating reports for customers with multiple social media & advertising channels

  ### 41. Best metric company

**Rating:** 5.0/5.0 stars

**Reviewed by:** James A. | Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

I like how easy it is to operate and make changes

**What do you dislike about Klipfolio?**

Long waits sometimes with information loading

**What problems is Klipfolio solving and how is that benefiting you?**

Easy quick way to put the information to the sales people

  ### 42. Endless customizable dashboards

**Rating:** 3.0/5.0 stars

**Reviewed by:** Megan L. | Digital Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

You can customize your data to display exactly how you need it.

**What do you dislike about Klipfolio?**

Must know JSON and code to use the platform to it's full potential.

**What problems is Klipfolio solving and how is that benefiting you?**

Tracking campaign performance.

  ### 43. is a perfect ferrament

**Rating:** 5.0/5.0 stars

**Reviewed by:** gabriel a. | Analista de suporte N1, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

because is simple and perfect solve all my problems

**What do you dislike about Klipfolio?**

the price is a problem for me and my company

**What problems is Klipfolio solving and how is that benefiting you?**

to solve the problem to share the numbers

  ### 44. great tool for the budget, but has a lot of limitations

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

- ability to create models using different data sources
- different visualization options
- separation between the klips and dashboards
- wide range of options for data sources

**What do you dislike about Klipfolio?**

- 10mb limit on how much data can be loaded
- dashboard refresh issues
- data source crashes are silent
- time limit of 200 seconds on queries
- learning a new language to code
- lack of regex extractions

**What problems is Klipfolio solving and how is that benefiting you?**

- helping the different teams make data-driven decisions
- provide data access to non-technical teams
- save time creating and running queries every now and then

  ### 45. Easy Client Dashboards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jane D. | VP of Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2022

**What do you like best about Klipfolio?**

Flexible displays and multiple datasource

**What do you dislike about Klipfolio?**

Slow date selection speed without button

**What problems is Klipfolio solving and how is that benefiting you?**

Marketing stats to our clients

  ### 46. Great tool for quick prototyping

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

A large number of data sources to connect and pull data along with near real-time refresh. Easy to get going with dashboards and good customer support.

**What do you dislike about Klipfolio?**

Lacks lots of common features needed for a commercial dashboard such as visuals, multi-selects etc.

**What problems is Klipfolio solving and how is that benefiting you?**

Klipfolio helps with doing quick dashboards and sharing them across different stakeholders.

  ### 47. It does an excellent job at keeping track of our performance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

Set up is very organized and easy to use

**What do you dislike about Klipfolio?**

I just use it to keep track of my performance and don't know what else it can be used for.

**What problems is Klipfolio solving and how is that benefiting you?**

By keeping track of my performance I can always look back to see if I'm meeting the company goals.

  ### 48. Judy's Opinion

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2022

**What do you like best about Klipfolio?**

I like the snapshots of each warehouse's activity

**What do you dislike about Klipfolio?**

if there are too many line items in a field its squashes up to small to read

**What problems is Klipfolio solving and how is that benefiting you?**

I like to keep a close watch on my order progress.  I need it to send reports at the EOD

  ### 49. Best User Experience, Interface and Visual appeal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tanmoy B. | Co-Founder & COO, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2019

**What do you like best about Klipfolio?**

The UI/UX is just world class! Every Leader loves the Dashboards built on Klipfolio. Very few products can match  the visual appeal that Klipfolio provides. The components are well laid out. The ability to design dashboards with multiple layout options available is a boon. 
The Power Metrics are awesome!!!

**What do you dislike about Klipfolio?**

The ability to change chart elements is restricted. Workspace for the analyst for building the Klips is quite less and can be a little cumbersome. Data source limit of 10mb acts as a limitation for a lot of clients working on Excel/CSV files. Connectors for SAP Hana would be much appreciated

**Recommendations to others considering Klipfolio:**

If you need dashboards that look visually appealing and want to go live quickly, Klipfolio should be one of the top choices.

**What problems is Klipfolio solving and how is that benefiting you?**

We provide dashboard solutions to a lot small and medium businesses. The main problem for them is to view  data at one place. The ability to see data mashed up from different systems and viewed on a single dashboard is what they love.

  ### 50. Awesome cross channel analytics tool for SaaS companies

**Rating:** 4.5/5.0 stars

**Reviewed by:** Denis M. | Marketing Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about Klipfolio?**

There are several things I like about Klipfolio - the richness of features, huge list of data sources, easy understand user interface, friendly support.

**What do you dislike about Klipfolio?**

The way how they built in their permissions and roles are not really intuitive. I had to reach out to support several times to figure out how to set up user roles and permissions.

**Recommendations to others considering Klipfolio:**

In order to build really sophisticated dashboards, you would most likely need to hire a backend developer proficient with SQL of some sort.

**What problems is Klipfolio solving and how is that benefiting you?**

Since we are SaaS company we've connected various data sources like Google Analytics, different social media channels, email marketing etc. We've built several custom dashboards, klips and also used Klipfolio's prebuilt dashboards to see how our product is performing. Now thanks to Klipfolio we can see all important KPIs like MRR, ARR, Churn etc at one place.


## Klipfolio Discussions
  - [Is there a mobile device view for Klipfolio?](https://www.g2.com/discussions/31199-is-there-a-mobile-device-view-for-klipfolio) - 2 comments, 1 upvote
  - [My data sources fail to refresh when the number of rows is large, how do I prevent this from happening if the data is already aggregated to the maximum extent that I need for my use case?](https://www.g2.com/discussions/31101-my-data-sources-fail-to-refresh-when-the-number-of-rows-is-large-how-do-i-prevent-this-from-happening-if-the-data-is-already-aggregated-to-the-maximum-extent-that-i-need-for-my-use-case) - 1 comment, 1 upvote

- [View Klipfolio pricing details and edition comparison](https://www.g2.com/products/klipfolio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-10+14%3A17%3A29+-0500&secure%5Bsession_id%5D=12344641-d3e7-4a22-a433-2cb7ec9ff1e5&secure%5Btoken%5D=3101a0394e460272618efa603969032a9b423a8949da22197db8f81cfd35fbe7&format=llm_user)

## Klipfolio Features
**Reports**
- Reports Interface
- Steps to Answer
- Graphs and Charts
- Score Cards
- Dashboards

**Data Preparation**
- Connectors
- Data Governance

**Data Modeling and Blending**
- Data Querying
- Data Filtering
- Data Blending

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Analytics Platforms**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Self Service **
- Calculated Fields
- Data Column Filtering
- Data Discovery
- Collaboration / Workflow
- Automodeling

**Deployment & Integration - Analytics Platforms**
- No-code Dashboard Builder
- Report Scheduling and Automation
- Embedded Analytics and White-labeling
- Data Source Connectivity

**Advanced Analytics**
- Predictive Analytics
- Data Visualization
- Big Data Services

**Performance & Scalability - Analytics Platforms**
- Large data handling and Query Speed
- Concurrent User Support

**Advanced Analytics & Modeling - Analytics Platforms**
- Data Modeling and Governance
- Notebook and Script Integration
- Built-in Predictive and Statistical Models

**Agentic AI Capabilities - Analytics Platforms**
- Auto-generated Insights and Narratives
- Natural Language Queries
- Proactive KPI Monitoring and Alerts
- AI Agents for Analytical Follow-ups

**Personalized Intelligence - Analytics Platforms**
- Behavioral Learning for Contextual Query Refinement
- Role-based Insight Personalization
- Conversational and Prompt-based Analytics

**Building Reports**
- Data Transformation
- Data Modeling
- WYSIWYG Report Design
- Integration APIs

## Top Klipfolio Alternatives
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