Klipfolio

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What is Klipfolio?

Klipfolio is a cloud app for building and sharing real-time business dashboards on web browsers, TV monitors and mobile devices.

Klipfolio dashboards enable real-time visibility into the data and insights that matter most to your business, fuelling data-driven decision making and continual optimization.

With Klipfolio you can:

Connect to hundreds of data sources online and on premise, including web apps like Google Analytics, Salesforce and Quickbooks, cloud and on premise databases, FTP servers, files stored on hard drives, and more. Leverage a robust library of pre-built connectors and data visualizations, or build your own, from scratch.

Combine and manipulate data sources in an editor, writing formulas with Excel-like functions, math operations and statistics to build metrics that matter to your business.

Customize the design and configuration of data visualizations and dashboards, and deploy them via public or private links, or as images and pdfs, to share the story behind the numbers, internally or with the public.

Plans start at just $24/month for 5 users, and you can try it for free.



Klipfolio currently scores 92/100 in the Business Intelligence (BI) category. This is based on user satisfaction (92/100), expert reviews (90/100), press buzz (53/100), recent user trends (falling), and other relevant information on Klipfolio gathered from around the web.

The score for this software has improved over the past month. What is this?
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Klipfolio Review

Editors' Review by the Business Intelligence (BI) Software Review Team

Each week we feature an app that has caught the attention of the Crozdesk community. We look for exciting features that make our lives easier, apps that take a radical approach to existing problems or a service that has everyone talking about it. In other words, apps that we think you should know about. This week’s featured app is data visualisation platform Klipfolio – an innovative solution that combines data from multiple sources into visually attractive and accessible dashboards.

High-Performance Data Visualisation

Crozdesk App of the Week: High-Powered Data Visualisation with Klipfolio

High-performance data visualisation platform, Klipfolio

Online dashboards are becoming increasingly popular and with good reason – they offer users the opportunity to view data from multiple sources in real-time. Easy-to-read, constantly updated data visualisations can inform decision making and improving business efficiency. Data visualisation platform, Klipfolio has been specifically designed for creating real-time visual displays using multiple data sources.

Klip Gallery: Connecting Klipfolio to external Applications

Crozdesk App of the Week: High-Powered Data Visualisation with Klipfolio

The Klip Gallery within Klipfolio allows users to connect to data from a range of external applications

Once signed in to Klipfolio, users will need to populate their dashboard with Klips – individual visualisation panes connected to a data source. There are three options when it comes to creating Klips, the first of these involves connecting Klipfolio to a 3rd Party Application. Klipfolio is set up to integrate with well-known data connectors such as Google AdWords; Salesforce; DropBox; Buffer; MailChimp and Campaign Monitor. Having clicked on “Add a Klip” in the main dashboard, users are presented with a list of these connecting applications. Selecting an application will prompt Klipfolio to request access to the account for that application. Once access has been granted, Klipfolio will suggest a number of templates for connecting to data from that application. As an example, LinkedIn templates include Clicks; Clicks and Likes; Comments; Engagement and Followers by Company Size, Location, Industry and Function. Make a selection and Klipfolio will automatically connect to that data.

Klip Builder: Building a Klip from Scratch

Screen Shot 2016-01-07 at 11.49.35

The Klip editor within Klipfolio offers a range of tools for creating and editing Klips

As an alternative to connecting to an external application, it is possible to build a Klip from scratch. Clicking on the “Build New Klip” button within the “Add a Klip” window will bring up a Klip construction platform equipped with a sophisticated range of tools for Klip building and editing. The Klip construction platform comes with a range of components or Klip types, depending on the type of data visualisation required. The 15 available components include Value Pairs, for monitoring two related values; Tables for displaying two-dimensional data; Sparklines for monitoring changes to KPI’s over time and Pie Charts. Having selected an option, Klipfolio will request a data source – whether Excel; CSV; XML; JSON; URL or Google Drive link. Alternatively, it is possible to use data which is already in the Klipfolio library or skip specifying data at this stage and add data once the Klip design process is complete. If a data source is specified at this stage, the data will appear to the bottom left of the Klip Editor window. The main components of the Klip can be changed using the right-hand toolbar, while specific axis settings can be altered to the left of the screen. More than 60 programmed functions are available for editing, selecting and manipulating data.

Telling the Story: Altering the Layout of a Klipfolio Dashboard

Crozdesk App of the Week: High-Powered Data Visualisation with Klipfolio

Layout options and indicators can be used to bring out the story within a data set

Presenting data involves a certain amount of storytelling – picking trends and themes buried in the data and bringing them to life. Klipfolio offers a number of tools designed to do this. The layout of a Klipfolio dashboard can be edited by selecting one of the 17 pre-set layouts or the customizable layout options. Trends in the data can be highlighted using indicators and conditions from within Klip Editor. Thresholds can also be used at this point to indicate changes in a specific data value. If a value drops below a certain threshold, Klipfolio can be set to colour the data differently to show that this threshold has been crossed. Dashboards can also be made interactive by adding input controls such as drop-down menus and text fields, allowing users to filter dashboards according to their needs.

Adding Users and Sharing

Another advantage of using online dashboards is that they are easy to share with stakeholders and team members. Clicking on the main settings icon within a dashboard provides the option to add users; specify their roles and create user groups. Once complete, dashboards can be published publically or a private link can be created for selected users. The reports function within Klipfolio enables users to quickly produce and share summaries or more detailed reports based on a dashboard.

Crozdesk App of the Week: High-Powered Data Visualisation with Klipfolio

The reports function in Klipfolio enables key insights to be shared easily

Conclusion

Klipfolio is extremely well designed and highly customisable, offering an impressive degree of flexibility. A small downside to this customization is that some of the tools within Klipfolio can appear quite complicated for first-time users because they are designed to perform quite advanced functions, particularly when it comes to editing Klips or selecting data sources. However the usefulness of Klipfolio to anyone that works with and relies upon data cannot be underestimated. Regardless of the industry you work in, chances are that if you have to make decisions as part of your job, you will use data to inform these decisions. The beauty of Klipfolio lies in the ease with which you can combine data from multiple sources into one dashboard – this makes the task of monitoring and interpreting complex data far easier.

 

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Klipfolio Product Overview

  • Access to 400+ data sources: Connect to over 400+ data sources with our pre-built connectors or our open Web Accessible Resource connector.

  • Mashups: Ability to combine data from multiple data-sources into a single visualization.

  • Math: Dozens of functions and calculations to use on your data - from simple math to statistical functions.

  • 100+ pre-built visualizations: Get started in minutes by using our gallery of 100+ pre-built visualizations for 30+ cloud applications.

  • Freedom to Customize: Add your own logo; Customize the look, feel and functionality of visualizations and dashboards.

  • Easy Sharing: Share single visualizations or complete dashboards via PDFs, scheduled emails or private dashboard links.

  • Affordable Solution: Klipfolio is an affordable alternative to high priced BI tools. You won’t believe what you can build for just $20/user/month.

  • TV Mode: Rotate one or more dashboards on office TVs to keep your team on the same page.

  • Themes: Switch easily from white to black backgrounds, or create your own custom theme to suit your needs, preferences and brand.


Languages Supported: English

Business Intelligence (BI) Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select Business Intelligence (BI) software for business. Published in March 2024.

Every business gathers some raw data. Business intelligence (BI) is the process of converting that data into information the business can use for decisions making purposes. BI solutions provide you insights into business performance, commonly focused on mea...

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Klipfolio Features

  • 2-Factor Authentication
  • A/B Testing
  • Analytics
  • API
  • Big Data
  • Calendar Management
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Keyword Tracking
  • Link Tracking
  • Multi-Site
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • SEO
  • Supplier Management
  • Database
  • Data Conversion
  • Dashboards
  • Reports
  • Visualization

Klipfolio FAQs

What are some applications Klipfolio is commonly used in tandem with?

You can connect your Klipfolio dashboard to 100s of popular web services including Google Analytics and Adwords, Salesforce, Twitter, Facebook, LinkedIn, Moz, Bitly, New Relic, Optimizely, Swrve, Stripe, Xero, Zoho and many more. See our integrations page for more details: http://klipfolio.com/integrations

What is Klipfolio generally used for?

Building and monitoring business dashboards in real-time.

Does Klipfolio offer an API?

Yes

Does Klipfolio offer multi-user capability (e.g. teams)?

Yes

Does Klipfolio offer guides, tutorials and or customer support?

Yes

Does Klipfolio integrate with any other apps?

You can connect your Klipfolio dashboard to 100s of popular web services including Google Analytics and Adwords, Salesforce, Twitter, Facebook, LinkedIn, Moz, Bitly, New Relic, Optimizely, Swrve, Stripe, Xero, Zoho and many more. See our integrations page for more details: http://klipfolio.com/integrations

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Klipfolio User Reviews

Average User Rating:
4.62/5 based on 212 user ratings.
Your Rating:

Sentiment Scale
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User Sentiment Map

The sentiment map shows a snapshot of how Crozdesk users have rated Klipfolio over time. It shows how existing users see Klipfolio with regards to its usefulness, ease of use, value for money and customer service.

Overall
9.2/10
Arrow Left Recent Older Arrow Left
Usefulness
9.6/10
Ease of use
7.2/10
Value for money
10.0/10
Customer service
10.0/10
User profile picture

"Most flexible dashboard platform, great bang for your buck"


Klipfolio has been a major solution for us as we build out data monitoring and track KPIs for quarterly goals. I spent basically all the 14 day trial learning how to build klips and understand their logic and functions. The learning curve is high, but there is plenty of documentation and their support is stellar. They have dozens of app connections, allowing us to aggregate almost everything into a centralized place for easier viewing and monitoring.

5/5
Usefulness
2/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Excellent Product With Tremendous Support!"


I've only been using Klipfolio for about 6 months, but have been able to pull data together in ways that no other system or tool could. If you have complex data that needs cleaning in any way, or are dealing with multiple data sources and connections, Klipfolio is for you! It has saved me a ton of time by updating automatically, and their visualizations are fantastic.

There is a bit of a steep learning curve (which I am still on) Out of the box for the basics, Klipfolio works great, but to unlock the full power of Klipfolio (Which we have yet to do) does require the commitment to learn. However, I have never seen so many useful resources, step-by-steps, and such an extensive resource portal has videos and instructions on how to do pretty much anything you can think of.

Their customer service has been truly amazing, even when I've sent a chat, and left - I got an email almost instantly answering my question. I've never been so pleased with a customer service team! They really know their stuff & I would recommend them to anyone in need of a self managed dashboard platform.

5/5
Usefulness
4/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Great product, can get complicated"


Klipfolio is a great product and the team there are very good at adding new connectors and data sources all the time with pre-built klips which makes things easier.

The only downside is sometimes you get a great idea but it could get burdened by my lack of techincal skills or api issues from the 3rd-party app (thanks Adwords)

But for the price and functionality and constant improvements, it is awesome.

4/5
Usefulness
3/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Powerful multi-data source dashboarding"


I've been using Klipfolio for years and don't hesitate to advocate for it because it's one of the most powerful dashboarding solution out there. It has a powerful and flexible visualization interface and is one of the very rare platform that allows you to connect to virtually any data source (either with one of their many compatible connectors or through a more raw-data approach)

Pros:
- great looking dashboards that fits very nicely on a big screen (or tablet & phone)
- tons of pre-built kilps for many data sources
- easy to do simple visualizations
- easy to connect to compatible data sources, or extend beyond with raw-data connectors
- plenty of examples, amazing knowledge base, great user community

Cons:
- lack of data transformation at the source (missing something like an ETL equivalent)
- the editing of formulas can become very complex & confusing

5/5
Usefulness
4/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Great dashboard tool"


I've been using this dashboard for a couple of years now to monitor the IT support service for a multinational company.

Good points -
great interface
easily accessible by senior management even when they are out of the office
lots of data connectors to online services (even though I don't use the majority of them)
lots of in-built functions to manipulate your data onto the screen

Bad points -
You need someone to become the dedicated support / dedicated klip writer if you're using any of the more complicated controls, although Klipfolio's support team are really helpful if you have any issues or questions.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
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