---
title: Klipfolio Reviews
meta_title: 'Klipfolio Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 257 reviews by the users' company size, role or industry
  to find out how Klipfolio works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 257
  scale: '5'
date_modified: '2026-08-02'
parent_category:
  name: Analytics Tools & Software
  url: https://www.g2.com/categories/analytics-tools-software
---

# Klipfolio Reviews
**Vendor:** Klipfolio  
**Category:** [Analytics Platforms](https://www.g2.com/categories/analytics-platforms)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 257
## 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 integrations** of Klipfolio, enabling smooth connections with various data sources effortlessly. (2 reviews)
- Users value the **responsive customer support** of Klipfolio, which ensures they never feel stuck with issues. (1 reviews)
- Users praise Klipfolio for its **ease of understanding** , allowing quick setup and smooth integration with data sources. (1 reviews)
- Users find Klipfolio easy to use with **smooth connectivity** to data sources and excellent support when needed. (1 reviews)
- Users find Klipfolio&#39;s **intuitive design** and clean UI greatly enhance their experience and integration capabilities. (1 reviews)
- Speed (1 reviews)
- User Interface (1 reviews)

**What users dislike:**

- Users find the **limited chart functionality** of Klipfolio restricts advanced data analysis compared to other tools. (1 reviews)

## Klipfolio Reviews
  ### 1. 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.

  ### 2. Tableu but cheaper

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2022

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

The ease of integration between Dropbox.

**What do you dislike about Klipfolio?**

If there was a cheat sheet for the coding aspect of how to arrange the data

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

Visualizing the data we have and presenting it in a better fashion rather than just seeing numbers.

  ### 3. An awesome product, very useful in our business

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 09, 2022

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

I like the dollars packed per hour and also the orders out per day.

**What do you dislike about Klipfolio?**

it's not always working, sometimes it is slow

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

It's helping greatly with making sure we never completely run out of stock

  ### 4. Great product. Easy and quick way to display data and insights.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 09, 2022

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

Flexibility in terms of display, integrations, & indicators.

**What do you dislike about Klipfolio?**

I don't have any complaints about Klipfolio.

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

Ability to display live data easily. This has led to increased productivity in operations like picking and packing.

  ### 5. Useful

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 09, 2022

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

Mutability, it is easy to set up and read

**What do you dislike about Klipfolio?**

Nothing so far, but now I know that you are interested in feedback I will provide it

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

Retention views

  ### 6. Kipfolio - The Future

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 10, 2022

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

Being able to show data from multible source to my coworkers on one dashboard

**What do you dislike about Klipfolio?**

Management for multiple users outside the organisation

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

One view on multiple data sources

  ### 7. User friendly

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 09, 2022

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

Summary of our site and entire NXT portfolio.

**What do you dislike about Klipfolio?**

Downloading takes forever, or sometimes it won't even load.

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

I haven't had any issues.

  ### 8. Powerful dashboarding and reporting tool to bring everything into one place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dan W. | Support Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2021

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

Klipfolio comes prebuilt with tons of API connections to aggregate data from all your different data sources.  ITSM, Google ads, and website traffic can all come together in a single dashboard for executives.

**What do you dislike about Klipfolio?**

Learning how to build and troubleshoot the APIs can be difficult if you don't have a technical background.  And dynamic dashboards where you can play with criteria on the fly can be limited in the number of measures you can change.

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

Previously, we had to share all the relevant info for our executives with multiple dashboards and reports or aggregate them in PowerPoint.  Now it's all together, and they can check the status anytime they want with up to date information.

  ### 9. Great app with some glitches

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** August 09, 2022

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

I like seeing my business metrics updated in real time.

**What do you dislike about Klipfolio?**

The data is not always acurate and some times takes 1 + hours to update

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

I don't have to do math to figure out where my business is at daily, weekly, & MTD

  ### 10. Everything is okay. If you could only make the GUI much user friendly please.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 10, 2022

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

Dashboards can easily see and do. Also the functionalities.

**What do you dislike about Klipfolio?**

The complications on how to created dashboards. If you could make it easier

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

Sharing vital information to all offices. It gives us the ability to easily share information.

  ### 11. good

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2022

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

everything is clear and the resolution is good

**What do you dislike about Klipfolio?**

there is nothing I don't like, everything is good

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

I can see the problems and production numbers in the production line instantly.

  ### 12. High Quality if You like High Prices

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** April 26, 2019

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

I really like the functionality it has. Overall, if you know what you're doing with api integrations and coding, you can make this baby beautiful. This is a really good program if you are in a larger corporation that needs to review all of your data from multiple platforms at a glance.

**What do you dislike about Klipfolio?**

I really dislike their training style. It's costly, and you have to pay a lot for a support ninja to help you. If you're a small company, it can run up your bill fast. It is meant for larger organizations, and depending on the level of complexity, a lot of the same integrations could be acquired for free now within the Google Data Studio if you are hoping to utilize this simply for marketing. However, if you need a lot more insights from Salesforce, or Microsoft etc. this can work well.

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

This is excellent to review your key metrics in one reporting place quickly. It can show you all the platform data that you find most important on a dashboard to know where you are headed. I was able to pull customer leads that filled out the form on the website as well with the date and time stamp so a client could easily find out how many customers they were acquiring in real-time. This made key decision-makers very happy.

  ### 13. Thermomix Team performance management

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 09, 2022

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

team performance and activity rate, team organization management

**What do you dislike about Klipfolio?**

sometimes, too slow,  the individual and summary is not consistency

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

management team performances

  ### 14. Great experience with this tool.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Fernando A. | Data analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** February 08, 2021

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

This tool allows me to integrate with other types of services and that is excellent, its alert design capacity, great variety of data and data manipulation, its dashboard with different design options is what I like the most, it is a very useful tool. powerful that we love to have.

**What do you dislike about Klipfolio?**

I think some options are somewhat useless, however I think this tool continues to grow and needs to improve some things, such as its visual representations, its interface, I would like it to be more modern, and some complex options.

**Recommendations to others considering Klipfolio:**

If you are thinking of using Klipfolio, if it is worth it, believe me it is a good tool, I recommend it.

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

It was easy to integrate and use and my user experience has been excellent, it is a very convenient tool, we can see combined data on the dashboard and in one place, the graphic representation is what stands out the most in this tool.

  ### 15. Good dashboarding tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bob S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 01, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

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

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.

  ### 16. Great Data Visualisation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mark G. | Sales Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 01, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

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

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

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.

  ### 17. Klipfolio - easily weave together a ton of metrics to be empowered by data!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason S. | Early-Stage Startup Mentor, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2020

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

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...

**What do you dislike about Klipfolio?**

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.

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

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.

  ### 18. Klipfolio offers us new opportunities in sales!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joel S. | Area Sales Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

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.

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

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.

  ### 19. My daily tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aviv K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

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.

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

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.

  ### 20. Klipfolio Clear and safe attention !!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anita B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 20, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

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.

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

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.

  ### 21. Advanced data visualization tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Katie  T. | Principal Software Engineer, Financial Services, Enterprise (> 1000 emp.)

**Reviewed Date:** October 12, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

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.

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

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.

  ### 22. Nice simple metrics with a few bumps

**Rating:** 4.0/5.0 stars

**Reviewed by:** Charlie M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 04, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

Good simple metrics display for startups.

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

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.

  ### 23. Data manager to understand and improve the efficiency of the work team.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anthony  W. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 05, 2020

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

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.

**What do you dislike about Klipfolio?**

The disadvantage of Kilpfolio based on my experience with the software, like many other tools, is the learning curve.

**Recommendations to others considering Klipfolio:**

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.

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

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.

  ### 24. Klipfolio creates interactive dashboards that empower multiple teams

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 24, 2021

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

Klipfolio allows our company to view interactive dashboards across the entire company from sales to marketing allowing multiple teams to have insight into everything going on.

**What do you dislike about Klipfolio?**

There is nothing that I would say i dislike. I think that display is pretty basic and the aesthetic could be enhanced.

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

WE are solving the biggest issue of all, communication across multiple levels of leadership and across different sectors of the company.

  ### 25. Klipfolio is an economically viable, powerful, feature-enriched BI solution with rare deficits

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarthak G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2020

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

Integration with other services, powermetrics, embedding options

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

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!

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

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.

  ### 26. Great tool, great people!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Peter v. | VP International, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 23, 2020

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

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.

**What do you dislike about Klipfolio?**

Learning curve is a bit steep and it's still a bit of a black box.

**Recommendations to others considering Klipfolio:**

As always, the better your prepare, the easier it is to deliver. Benefit from the the excellent support team!

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

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.

  ### 27. impressive solution & outstanding support service

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 23, 2021

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

I love how to turn excel file into great live dashboard in minutes.  I love the mobile app which quickly gets you access to your dashboard. Finally, I love your quick turnaround support service to help & solve issues in less than 24hs.

**What do you dislike about Klipfolio?**

ability to suggest visual data reporting

**Recommendations to others considering Klipfolio:**

That is the most brilliant Business Intelligence solution when you have different sources of reports & integration difficulties. Well done!

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

Transparency, visual communication &  corporate intelligence

  ### 28. Really great reporting system, tons of intergrations

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 01, 2020

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

The training materials available... learning curve can be a bit high but the training center is great

**What do you dislike about Klipfolio?**

Integrations are abound, but they are a bit difficult to use. Need some understanding of APIs to get reports automated

**Recommendations to others considering Klipfolio:**

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.

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

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.

  ### 29. Great product with great customer service

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 17, 2021

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

It's extremely adaptive and has been able to handle all of my reporting needs. The customer support is extremely helpful with any request I may have.

**What do you dislike about Klipfolio?**

It has a steep learning curve for beginners

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

We are able to easily see an overview of all of our clients campaigns to easily track progress.

  ### 30. The iceberg of data visualisation software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2020

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

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.

**What do you dislike about Klipfolio?**

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.

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

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.

  ### 31. Klipfolio - robust dashboards; sophisticated functionality; stylish results.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andrew B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2020

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

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.

**What do you dislike about Klipfolio?**

Pricing model is over complex, although overall its decent value for money.

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

Creating dashboards for clients wanting to visualise results data relating to social impact of grant giving foundations.

  ### 32. Streamlined, Organized, Accessible Resource

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy S. | Digital Marketing Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2020

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

Klipfolio makes for such a streamlined, organized, and accessible platform for data to be share and seen

**What do you dislike about Klipfolio?**

It takes quite a while to load and sync when filters are applied

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

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

  ### 33. A Complete SNAPSHOT of Analytic Data!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rich B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2020

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

Easy to quickly view where you stand with the necessary data you require

**What do you dislike about Klipfolio?**

I do not dislike anything at this point.

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

Realizing within a single page snapshot of my data on where I need to work more.

  ### 34. Great to keep a company connected

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 01, 2020

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

How many things you can put on the dashboard list.

**What do you dislike about Klipfolio?**

There isn't too much that I dislike so far.

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

Being in the know of who is going to be out for the day.

  ### 35. great dashboard builder and visual representation

**Rating:** 5.0/5.0 stars

**Reviewed by:** jatinder s. | Advertising and Digital Operations Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 12, 2020

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

supports multiple software. Linking other data analytics software is easy

**What do you dislike about Klipfolio?**

for some Visual Representations, coding is required, which can be difficult for new /beginners.

**Recommendations to others considering Klipfolio:**

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.

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

Creating multiple dashboards to represent short and long term company goals and growth.

  ### 36. Does a lot for our compasny

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeremy L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 01, 2020

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

Highly scalable, web-based, easy to SQL.

**What do you dislike about Klipfolio?**

Sometimes is slow; Klip syntax is tough.

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

Able to surface insights to the entire company very easily.  Klip has democratized access to data at our company.

  ### 37. Software Specialist and Program Manager for BT Dashboards

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 26, 2020

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

great tool to for showing LIVE data. 
Our sales representative is STELLAR

**What do you dislike about Klipfolio?**

When you email Support, they just pass on FAQs. Sometimes don't really help solve the problem.

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

We have built standard klips and dashboards to help our clients see their LIVE data. It helps them to manage their businesses better. Built great re-pour with our early adopters. I believe the KLIPS will just get better over time.

  ### 38. Klipfolio is quite useful!

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 31, 2020

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

I like the availability of the visual line graphs

**What do you dislike about Klipfolio?**

Userbility could be a little bit cleaner/ easier to use

**Recommendations to others considering Klipfolio:**

A place where you can see all of your stats as well as being able to customise exactly what you want to see.

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

We're realising where are content is going and where it's reaching, but we don't really know who or what time.

  ### 39. Klipfolio has boosted our sales numbers 10 fold! Our clients love seeing all their information also.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas M. | CEO and Marine Biologist for ARC Reef, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2019

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

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.

**What do you dislike about Klipfolio?**

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.

**Recommendations to others considering Klipfolio:**

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

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

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.

  ### 40. Open Source Platform with Fully Customizable Reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brian D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2020

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

Love connecting our data sources to the platform in order to speed up the reporting automation.

**What do you dislike about Klipfolio?**

Since the platform is internet based, building out custom Klips (reports) can be slow.

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

We are utilizing the platform in order to consolidate multiple data sources to see a single dashboard for our management team.

  ### 41. Klipfolio is great for getting data in one place if you understand how the source of that data works

**Rating:** 3.5/5.0 stars

**Reviewed by:** Logan M. | Marketing Manager, Campaign Strategist, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 13, 2019

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

I like the customization of klips. I really also like how I can track certain statistics through power metrics. The ability to create multiple dashboards is really nice, and I like how we can customize the appearance as well. I'm personally a huge fan of the dark mode, I think it make the numbers pop out more. Overall, the way that manipulating data works when building klips is very robust. I have some issues that I'll address in the dislike system, but those aren't super important. There are a ton of excel-like functions that let you pull data from sets/tables and then use that data for further analysis. In addition, there is a large library of prebuilt klips if you're looking for a quick way to get started. You click "Add Klip" and then just connect your data source, and you're good to go.

**What do you dislike about Klipfolio?**

My biggest dislike, which isn't necessarily the fault of Klipfolio, is how different each data source is. I get that it has to rely on APIs from other services, and those aren't going to be built the same, but it makes it hard to combine data from different sources. While it's not the fault of Klipfolio, it's still an issue I run into while working with the software.

**Recommendations to others considering Klipfolio:**

I would just say that you need to, at some level, understand how working with data and APIs works. Not an expert level, but you need a beginner understanding of those concepts to take full advantage of Klipfolio.

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

We are creating executive dashboards with Klipfolio, and it's a great way to look at some key metrics all in one place without having to pull up several different dashboards across services. Because everything is in one place, decision-making has gotten a little easier as well.

  ### 42. Best dashboard tool out there

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomaz F. | Global Manager, Creative & Digital Marketing, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** November 15, 2019

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

It is powerful and yet totally within reach. Strikes a perfect balance between flexibility, pre-built modules and advanced features. You can choose if you want to go light and use pre-built modules or build entirely custom 'klips' from the ground up and with very advanced features.

**What do you dislike about Klipfolio?**

The initial learning curve is a bit steep, but not too high, though. Spend a couple of hours exploring and you'll be good to go with more advanced functionality. Also, I feel some of the automation/updating functions could be a bit easier to achieve.

**Recommendations to others considering Klipfolio:**

Make use of their amazing support staff to get exactly what you need. They are amazing!

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

We're producing our monthly marketing dashboard with it. We managed to achieve a nice workflow that has data coming in from multiple sources and people and converging to a set of dashboards that make up the final report.

  ### 43. Great Support Staff!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie S. | Marketing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2019

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

I loved the help I was able to receive from the support staff.  I'm new to doing this kind of stuff and it was intimidating.  The staff, especially Michael and Yvonne, have been great to help me learn more about how to do things.  So much appreciated!

**What do you dislike about Klipfolio?**

I was a bit mislead in the beginning with the plans and what I was going to be able to do.  I will have to change plans now which my boss isn't thrilled about.  It isn't as easy as they made it seem.  Thank goodness for the great support staff!

**Recommendations to others considering Klipfolio:**

I overall like it very much.  I was just mislead on the abilities of each level of package.  It sting=ks to have to go back to your boss and tell him after you have completed a lot of work that we now have to buy a different - more expensive package.  Also it really isn't as easy as I was lead to believe.  It wouldn't have happened if the support staff wasn't as good as they are!

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

It has been a great tool to visualize the stats that were done manually before.  It is a great tool to be able to show the staff what is going on in the company and for the doctors to see their production and goals in an easy to read a t a glance format.

  ### 44. Presentation is great. Lots of bugs that my team needs to reach out to support for.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2020

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

Presentation is great and viewers love it.

**What do you dislike about Klipfolio?**

There are huge learning curves that make it very difficult to transition work streams. As a business trying to scale, it is hard for us to be convinced that we can have multiple team members across various locations learn to set up and monitor Klipfolio.

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

Integrating multiple data sources in order to present key information to management.

  ### 45. Easy to use providing a plenty of usefull features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Achilleas T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2020

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

I like best the provided examples to each feature.

**What do you dislike about Klipfolio?**

UI lags a lot when data come from remote database

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

Visualizing beautifully a big amount of data.

  ### 46. Nice way to visualize those complex figures.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 01, 2020

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

very easy to use, loads of native connections.

**What do you dislike about Klipfolio?**

Finding the dashboards or Klips you are looking for can be somewhat "not intuitive".

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

Good way to give management an overview across different reports that otherwise might be very complex. Relevant data on one page.

  ### 47. Excellent tool for dashboards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 15, 2019

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

The Klip Editor is very easy for non-technical people to begin using, yet is not over-simplified. It is full-featured enough to allow more advanced usage and has excellent documentation if you get stuck.  Is able to connect to various data sources (google sheets, sql server, rest api, google analytics) making it perfect for low-cost-of-entry but highly functionality dashboarding solution.  Power Metrics are a relatively recent addition that are very helpful at trending data that may not already be in time series format.

**What do you dislike about Klipfolio?**

Currently there are only two themes available: light, and dark. I do wish there were more color schemes or themes available.

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

We use Klipfolio in full screen mode on large screen tvs as departmental dashboards, displaying relevant kpis and metrics to teams on their performance and goals and trends.  Daily email reports are also a great way to distribute periodic reports.

  ### 48. Oberland Dashbord

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 26, 2020

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

I like the ability to use multiple datasets on a card.

**What do you dislike about Klipfolio?**

I wish it was easier to create interactions within and between cards.

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

I’m able to see performance across channels easily.

  ### 49. Easy to use

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 01, 2020

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

It is a platform that offers a variety of choices amongst APIs

**What do you dislike about Klipfolio?**

Some complex functions in Klipfolio are not working well

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

Visualizing my company's data easily and fast

  ### 50. Great tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 08, 2019

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

I like that Klipfolio is connected with some applications, that gives the opportunity for the Klips to be auto-updated. It's easy to select different components for the needed data.
The important part of using Klipfolio is that the support team is very helpful, easy to reach and quick in their actions. Today Ivan has helped me with the issue of adding UIC component in the Klip. 

**What do you dislike about Klipfolio?**

It's not a dislike, but a wish for the company to work further on connecting tools with external applications like Bamboo. It saves a lot of time. 


**Recommendations to others considering Klipfolio:**

Develop further, add more applications that can be connected, for example, Zoho People and Recruiterbox.

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

As usual, I solve the problems of complex formulas in the Klip. As I said above, Support helps me a lot here. 
Klipfolio is great in the visualization of the information, to make conclusions and further decisions. 


## 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-02+06%3A46%3A31+-0500&secure%5Bsession_id%5D=db19538c-d6d8-405e-8090-ab993ef25feb&secure%5Btoken%5D=8941ab1e696776600339b2b2d0e7ab16dfa18c868bf92060decbd2bd315a1928&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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  - [Grow.com](https://www.g2.com/products/grow-com/reviews) - 4.3/5.0 (274 reviews)
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