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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like how much you can customize the look and feel of your dashboard. The options are limitless and every element looks really cute. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.