Klipfolio Reviews & Product Details

Klipfolio Overview

What is Klipfolio?

Klipfolio is a cloud-based BI solution that enables users to connect to any data source, create beautiful data visualizations and easily share them when and where needed. Whether you need dashboards, snapshot emails, PDF reports, TV data boards or mobile monitoring, thousands of customers rely on Klipfolio every day to help drive data-informed decisions. Klipfolio recently added a new way to get started and visualize your data with PowerMetrics, which offer single click visualizations, data exploration and data history. Now you can deliver self-service BI and completely customized reporting from a single, affordable solution. Always powerful and flexible, Klipfolio is the industry-leading BI alternative that you can use without IT or data warehousing experience. A robust library of pre-built content, live support and free courses help users get up and running quickly.

Klipfolio Details
Website
Languages Supported
English
Product Description

Real-time business dashboard

How do you position yourself against your competitors?

Value: it's powerful, flexible and affordable. No similar offering enables users to create highly customized data visualizations and dashboards at our price point. Pricing starts at $29/mos.

Works with everything: Use out-of-the-box, hassle-free connectors for hundreds of data sources, including spreadsheets, files, databases, and web services applications.

Never hit a wall: Start with pre-built content or customize to your heart’s content. Plus, automate the delivery of dashboards, set up a pdf email schedule or use published links. Scale with ease by deploying dashboards and reports to multiple clients or across different departments.

Expert Support: No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none.


Seller Details
Seller
Klipfolio
Company Website
Year Founded
2001
HQ Location
Ottawa, ON
Twitter
@klipfolio
5,117 Twitter followers
LinkedIn® Page
www.linkedin.com
57 employees on LinkedIn®
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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It was easy to get started with Klipfolio - they have a lot of great examples and documentation available and the connectors that exist are numerous. The fact that licensing is not user-based is exactly what we needed to start our company getting excited about viewing and using data. Review collected by and hosted on G2.com.

What do you dislike?

Chart creation, especially timeline based charts are a chore and require quasi programming knowledge. I really wish reference lines, trend lines, and simple narrative or annotation points were allowed within bar and line charts. I've figured out trend line creation but it requires 4-5 lines of pretty complicated function use. The last thing is discoverability of data and datasources - I know it's not a data catalog but you can easily get yourself into a rabbit hole with dozens of dashboards and hundreds of sources. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We're trying to get users within the company used to viewing and using data to discover business problems, trends, and patterns. The tool has been really successful at doing this - people are excited to consume and use data. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Easy to set up dashboards, easy to share with the team to show data. There are lots of options and ways to integrate with the different pieces of software you use. I like that you can customise your views. I have used dashboards within specific pieces of software but this really has lots of options to take your data visualisation to a complete new level. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the graphs can be a little ugly, but with trial and error you can get them working. However the rest of the software is easy to use and for all the team to access when they want. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you need an amazing set of dashboards to to keep you and your team up to date with your data and KPIs then this is a tool to try Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping the team up to date and focus on the KPIs. It's important the the different teams know where they are against their targets. This helps keep everybody focused on what they need to do and help them achieve or overachieve on their and the company goals. It really helps to show on projects where we are getting to and if there are any shortfalls we need to address and jump on straight away. You can literally visualise anything you want that is important for your team. Review collected by and hosted on G2.com.

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Early-Stage Startup Mentor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I've not only implemented several dashboarding tools over the years, I've had my engineering teams build them from the ground up. Klipfolio is the best-of-breed dashboarding solution I've used. Its large number of SaaS data connectors makes weaving together metrics from a several disparate systems a breeze. There hasn't been a dataset that I've not been able to inject into Klipfolio thru the use of their ETL and querying capacity. This includes my own company (Cobomba.com) databases in addition to typical SaaS products like Google AdWords and Analytics, eCommerce tools, etc... Review collected by and hosted on G2.com.

What do you dislike?

I would prefer that the metrics data refresh automatically each day without having to pay an additional fee for that feature. It does refresh quickly once I enter the platform, however, it will take a few moments to see the latest/greatest data. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Problem: the SaaS world gives us access to a ton of 'point solutions' that contribute to our products and help our company grow. Klipfolio ingests and displays the data from as many of these data sources as we need to give our team proper visibility into our tactical and strategic worlds. Review collected by and hosted on G2.com.

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Area Sales Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

We position the organization at a more feasible point in the market, creating new opportunities for commercial activities, creating and sharing business dashboards in real time in web browsers, television monitors and mobile devices through its main functions, to reach more buyers potentials. Provides a large number of data sources both online and offline, this without counting the various applications that complement this specific service; In addition to the databases, we now have various spreadsheets and computer servers or files available. It should be noted that all these facilitating tools can be pre-built or there is the opportunity for the entire team to generate them from scratch in the powerful editor. Review collected by and hosted on G2.com.

What do you dislike?

Some technical knowledge is needed to handle functions such as the backend of the board, since if someone is not very familiar with the coding and the data sets that this process deserves, they cannot do it comfortably. However, after configuring it to your work style, you can work with agility, therefore it deserves some learning before starting to work. In the company, we are constantly studying tutorials and other learning tools to learn and be more skilled every day. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a software that has infinite capabilities; Its interface and UI / UX are highly customizable and truly intuitive, offering the possibility of configuring dynamic variables in real time. It has various data sources based on the web and in applications, which allow it to be continuously updating its database, thus being able to obtain accurate information from different remote sources. The support team is very professional and open, they are always available when details arise in any klip configuration. Or behavior, trying to collaborate with the experience of the working groups. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Many potential customers and prospects to be them may be constantly observing our company through this platform, having the opportunity to investigate the metrics and marketing panels that we implement. Apart from this we managed to add common data sources such as ATS, CRM and Google Analytics in an easy and simple way, making use of the data visualizations that we use, they are attractive and of little understanding complexity for staff and consumers. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Affordable & flexible tool. Can make complex work so easy.

Very easy to connect with your daily business tools as Saleforce, Hubspot, Zapier, Mailchimp, Google Drive, and such. Review collected by and hosted on G2.com.

What do you dislike?

Lack of features like multi picklist.

The Klips area hasn't been updated in a while.

I wish they add more features to more advanced users. lately, they have been expanding mainly the PowerMetrics Area. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Easy to use and a great price.

They have 14 days trial (with an option to extended), just try it.

The minute I made the first Klip I was hooked. Never success before to combine Leads, Sales & Payments data in one place without a lot of manual work and cheap workarounds. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking business data and make decisions.

we can control our expenses and sales more closely.

we are using custom dashboards to communicate with other companies and departments. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It is easy to use and install, its interface is very clean. The customer service support they offer is excellent and very helpful, they are attentive and know how to listen to customer needs. They have multiple graphics available. The visualization editor is simple but very useful. With the multiple updates they improve every day. KPI indicators are of very good quality and work very well. Integrations with other online data sources are helpful. We find the quality and display of the panels very attractive and organized. Review collected by and hosted on G2.com.

What do you dislike?

We have never had any kind of inconvenience but if something negative must be highlighted, it could be its price, it is a bit high, especially for those companies that are starting; but we still consider that it is worth paying for it. Apart from this, we have nothing more to argue. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The truth is that everything related to Klipfolio is extraordinary, from its easy handling of the interface, the constant updates that improve its quality, to the wonderful customer service they offer, are among the things that make us see this platform as the main pillar for the growth of our company. It is an investment that every company should make if it wants to increase its productivity, income and sales, we definitely recommend it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Klipfolio has been our support in regards to BI tool for sales and marketing, it is of great help to keep our team and potential clients informed. With the help of this platform we were able to create panels and display them on the televisions in our offices, everyone was impressed, with what we have advanced. The marketing team in particular is grateful for the acquisition of this software, it has helped them to keep an exhaustive control and improve their strategies and instruments. Review collected by and hosted on G2.com.

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Senior Software Engineer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I am very much satisfied by the quality serves of Klipfolio, which is simple to use and equipped with the most intuitive interface. I like the graphical representation of the data that it provides, by which it becomes easy for me to analyze the work progress even at a glance. This tool has influenced the entire working of my sales and marketing department and helped me in easy initiation of the new plan because they are based on the data that klipfolio represents. It is integrated with many tools and work as a central Hub for the entire data collaboration. Review collected by and hosted on G2.com.

What do you dislike?

The data filtering options are not widely available due to which it becomes very clingy to filter the data in to CRM source. Further the mobile application is not so effective in its speed of working, as the loading takes time. In addition it do not work well for some file sizes. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I am satisfied customer of Klipfolio and I will definitely recommend it to all the sales and marketing related agencies. It will help you in customize the data and even you can embed it on your websites. It will help you to generate the detail reports and will give you a direction to work. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This tool is very easy to customize and it always empowers me to provide the right information to my customer, based on its analytical reports. Klipfolios also updates me about the new innovation, its power metrics and metrics HQ are helping me to analyze every step of the sales process. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It's really simple to get set up in Klipfolio and have your first set of graphs up and ready for your team. The examples are helpful and most of the UX controls are pretty clear. Review collected by and hosted on G2.com.

What do you dislike?

I have a large number of graphs that all go to the same database, but I need to recreate (or copy) all my connection settings for almost every graph. It would be really nice if there were "Datasource Connections" that can be shared across Data Sources. This way if my DB credentials change I just need to change it one place rather than 25. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Good simple metrics display for startups. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Cost-effective, simple metrics presentations that shareable with others in my company. It's generally worked well and compared to the competition it's very inexpensive. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Since its implementation, Kilpfolio has been an application that has worked very well through tools and integrations with other programs for our team. It is a powerful tool for the storage, use and visualization of data. This solution is quite easy to use and is very intuitive as well. We have liked being able to count on this resource. Review collected by and hosted on G2.com.

What do you dislike?

The disadvantage of Kilpfolio based on my experience with the software, like many other tools, is the learning curve. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Kilpfolio is a good program to represent the performance managers of any organization and to follow up on their performance, cooperating with the growth of the organization. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Kilpfolio has helped us through the control panels to enjoy quite clear visualizations of our data flow, allowing us through reports to be up to date and understand the efficiency of our team, as well as, monitor the growth of our company and compare important information of our organization. It has assisted us with decision making to improve our performance. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Integration with other services, powermetrics, embedding options Review collected by and hosted on G2.com.

What do you dislike?

Complexity of using dashboard-wide filters and user input controls. Also, the fact that the whole data-source needs to be fetched no matter which powermetric filters are active is a problem which causes data source refresh crashes, it would be better if the data could be fetched according to the filters. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Do not think twice about implementing Klipfolio as a small to mid-sized corporation as it can take care of almost all your BI requirements once you learn how to use it to its full potential! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We track all kinds of metrics on Klipfolio, from key business metrics to ML monitoring and customer support. Klipfolio is indeed a viable solution for primary reporting. Review collected by and hosted on G2.com.

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VP International
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Very flexible! A lot of connectors to common data sources already exist. All the required building blocks for great dashboards are included. Value for money is excellent. Support is tremendous. Review collected by and hosted on G2.com.

What do you dislike?

Learning curve is a bit steep and it's still a bit of a black box. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

As always, the better your prepare, the easier it is to deliver. Benefit from the the excellent support team! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Creating dashboards with data from multiple sources for a demanding, international, audience. Once created, this is running almost on auto-pilot. The dashboards look great and the portal is easy to use.

The whole process (from start to finish) took roughly six weeks. Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The training materials available... learning curve can be a bit high but the training center is great Review collected by and hosted on G2.com.

What do you dislike?

Integrations are abound, but they are a bit difficult to use. Need some understanding of APIs to get reports automated Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are doing it in-house, plan on spending a good amount of time up-front for training and implementation purposes. I manage Klipfolio for my entire company and, while I like the features that it has, I've spent a good amount of time training myself on the language that Klipfolio uses to generate its reports. I mainly use the Google Drive integration, and have to update data through spreadsheets in order to show the results in Klipfolio. This has been fine for the time being, though I would like to use more of the API features to better automate this process. Having someone on your team that can use APIs would be super beneficial, otherwise plan on doing a lot of manual updating and training yourself. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using Klipfolio to combine multiple sources of data together for reporting purposes: customer info from Hubspot, payment and subscription info from Recurly, production info from our SaaS system. Through Klipfolio we have better explored how different systems related together to the customer experience. Our leadership is able to better understand how not only customers are using our products, but also how well each department is doing, and where we are struggling as a company. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

When your data is modelled correctly Klipfolio can be super simple to use, but there is so much to depth to its functions. While modelled data makes things easier, something you don't have that luxury. Klipfolio allows you to work with data, regardless of the structure which enables you to use almost anything as a datasource which can be truly invaluable. Review collected by and hosted on G2.com.

What do you dislike?

At first, it was daunting to see all the things you can do. It has a moderate learning curve which makes it hard to convince colleagues to use it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

My company's data is all over the place and there is no structured data. Klipfolio has helped me model this data so that we can compare all the business data in one simple dashboard. It is especially useful for understanding efficiencies of teams and positions. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Open to processing data from a very wide variety of date sources. Easy to create dashboards and to customise them to client needs. This is a real dashboarding tool designed to create on screen dashboards with user interaction - not just a reporting package. Review collected by and hosted on G2.com.

What do you dislike?

Pricing model is over complex, although overall its decent value for money. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Creating dashboards for clients wanting to visualise results data relating to social impact of grant giving foundations. Review collected by and hosted on G2.com.

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Digital Marketing Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Klipfolio makes for such a streamlined, organized, and accessible platform for data to be share and seen Review collected by and hosted on G2.com.

What do you dislike?

It takes quite a while to load and sync when filters are applied Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Klipfolio eliminates the need for spreadsheet sharing and document overload, it allows you to update as much or as little as you want and keeps everything in one place Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Easy to quickly view where you stand with the necessary data you require Review collected by and hosted on G2.com.

What do you dislike?

I do not dislike anything at this point. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Realizing within a single page snapshot of my data on where I need to work more. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

How many things you can put on the dashboard list. Review collected by and hosted on G2.com.

What do you dislike?

There isn't too much that I dislike so far. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Being in the know of who is going to be out for the day. Review collected by and hosted on G2.com.

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Advertising and Digital Operations Lead
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

supports multiple software. Linking other data analytics software is easy Review collected by and hosted on G2.com.

What do you dislike?

for some Visual Representations, coding is required, which can be difficult for new /beginners. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Very nice tool to represent company goals and KPI's. Keeping a track on our performance and breaking complex data into easily understandable formats for internal and external stakeholders. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Creating multiple dashboards to represent short and long term company goals and growth. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Highly scalable, web-based, easy to SQL. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes is slow; Klip syntax is tough. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Able to surface insights to the entire company very easily. Klip has democratized access to data at our company. Review collected by and hosted on G2.com.

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Co-Founder & COO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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!!! Review collected by and hosted on G2.com.

What do you dislike?

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 Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you need dashboards that look visually appealing and want to go live quickly, Klipfolio should be one of the top choices. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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UO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like the availability of the visual line graphs Review collected by and hosted on G2.com.

What do you dislike?

Userbility could be a little bit cleaner/ easier to use Review collected by and hosted on G2.com.

Recommendations to others considering the product:

A place where you can see all of your stats as well as being able to customise exactly what you want to see. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We're realising where are content is going and where it's reaching, but we don't really know who or what time. Review collected by and hosted on G2.com.

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CEO and Marine Biologist for ARC Reef
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Shows all our most vital metrics in 1 visual screen. No need to log into multiple sources. Integration is possible with nearly every company or source that we use. We use this with our sales teams to compete and our sales have nearly doubled. We use this on monitors spread around our office to show data from google analytics, AdWords, AHrefs, SEMrush, facebook, Instagram, Shipstation, client emails, our sales data, We have one in our lobby and our clients can see our logo, social media interactions, product information and literally so so much more. Outstanding product that allows us to continue scaling our business and making it fun along the way. Review collected by and hosted on G2.com.

What do you dislike?

Absolutely nothing at all can be disliked. The learning curve was fairly easy, you don't need to know anything about coding, I have just a basic understanding of APIs and KPIs. If you get stuck they will provide as much help as needed, they have a Ninja service which is like having a professional coder in your back pocket and they also do a free onboarding as well to show you just how powerful their software service can be. There's really nothing to dislike at all about them, the quality of their product or their excellent customer service. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Highly recommend their service, We tried both Klipfolio and Geckoboards for their trial and Klipfolio was by far the winner, they integrate with way more 3rd parties and they have more templates available so you can have many API integrations with great visuals up and running in an hour of time. If you are on the fence I would recommend just opening up a trial with them, we our glad that we went with them over any of the other options Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We see all our vital data right there on our screens at all times, our teams work more cohesively together now, our sales are up, office morale is now more like a game between our sales teams to get their numbers up higher than the others, we can better forecast issues by seeing visually what's going on between many different platforms without the need to log into any of them. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Love connecting our data sources to the platform in order to speed up the reporting automation. Review collected by and hosted on G2.com.

What do you dislike?

Since the platform is internet based, building out custom Klips (reports) can be slow. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are utilizing the platform in order to consolidate multiple data sources to see a single dashboard for our management team. Review collected by and hosted on G2.com.

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