Last Updated

Overview

Klipfolio helps businesses track KPIs, monitor performance, and create customizable dashboards. Some users find the Klip editor especially its formula section crowded and difficult to navigate. However, its real-time reporting, strong integrations, and flexible visualizations justify the time investment, improve data visibility, and support smarter business decisions.

Klipfolio Specifications

  • Business Intelligence Software
  • Data Visualization Software
  • Analytics Software
  • KPI Tracking Software

Klipfolio Features

Dashboard And Report Creation

Klipfolio helps businesses create customized dashboards and reports tailored to their reporting requirements. The platform supports KPI tracking, metric visualization, and interactive reporting to help teams share insights and monitor business performance effectively.

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Client Management

The platform includes client management tools that help businesses organize customer data, monitor account performance, and manage reporting access efficiently. Teams can centralize client information and deliver personalized analytics experiences through customized dashboards and shared reports.

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Customization And Automation

Klipfolio features customization and automation capabilities that allow businesses to tailor dashboards, automate reporting workflows, and configure data updates based on operational needs. This helps reduce manual tasks while improving reporting accuracy and efficiency across teams.

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Sharing And Publishing

The software provides sharing and publishing features that enable users to distribute dashboards and reports across teams, stakeholders, and external clients. Businesses can improve collaboration by securely sharing real-time analytics through links, embedded dashboards, and scheduled reports.

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Pros And Cons of Klipfolio

Pros

  • Offers intuitive setup and easy third-party integrations

  • Simplifies low-code dashboard creation for business reporting

  • Real-time reporting tools make analytics workflows more efficient

  • Scalable and secure cloud-based business intelligence operations

  • Improves KPI tracking and performance visibility through real-time dashboards

Cons

  • Additional dashboard themes would improve design customization flexibility

  • Help documentation lacks detail for writing advanced API queries

  • Formula syntax sometimes differs from Excel and Google Sheets, requiring adjustment time initially

Klipfolio Pricing

Base

Grow

Team

Team+

Priority Support

Lite

Pro

Premier

  • 4 hour Data Refresh Rate

  • 130+ Data Integrations

  • Data Modelling + Join

  • Template Gallery

  • Add Your Logo

  • PDF Reports

  • All Base features, plus:

  • 1 hour Data Refresh Rate

  • Scheduled Reports

  • Published Links

  • All Grow features, plus:

  • 15 min Data Refresh Rate

  • Single Sign-On (SSO)

  • Warm Up Refresh

  • All Team features, plus:

  • Up-to-the-minute Data Refresh Rate

  • Custom Onboarding

  • Priority Support

  • Dashboards 5

  • Clients 5

  • 4 hour Data Refresh Rate

  • Data Integration 130+

  • Data Modelling + Join

  • Add Your Logo

  • PDF Reports

  • All Starter features, plus:

  • Dashboards 15

  • Clients 15

  • 1 hour Data Refresh Rate

  • Published Links

  • All Lite features, plus:

  • Dashboards 30

  • Clients 30

  • 30 min Data Refresh Rate

  • Priority Support

  • White-Label Bundle

  • Custom Domain

  • All Pro features, plus:

  • Dashboards 80

  • Clients 80

  • 30 min Data Refresh Rate

  • Custom Onboarding

Disclaimer: The pricing details were last updated on Sep 02, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Klipfolio Reviews

Total 18 reviews

4.7

All reviews are from verified customers

Rating Distribution

5

Stars

83%

4

Stars

6%

3

Stars

6%

2

Stars

6%

1

Stars

0%

Share your experience

RC

Ryan C.

Real Estate, 51-100 employees

More than a year

2.0
November 2025

“Unfortunately not user-friendly”

Pros

It's been a while since I last used it but back then it didn't work that well for us which is why we ended up moving to Tableau instead.

Cons

The biggest issue was usability. Needing to write code just to build widgets and visualizations made it feel far from user-friendly.

Rating Distribution

Ease of use

3

Value for money

3

Customer Support

4

Functionality

3

DF

Dexter F.

Construction, 51-100 employees

More than a year

4.0
February 2025

“Custom layout with clear live data”

Pros

Building dashboards is really easy and they display near-real-time data very clearly with customizable fonts, sizes and design options.

Cons

Importing data can be a bit tricky and I wish there were easier ways to store and manage the data.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

9

Functionality

8

JL

Janne L.

Leisure, Travel & Tourism, 500+ employees

Less than a year

5.0
November 2024

“Insightful dashboard for better decisions”

Pros

Having Klipfolio puts all the real data in one place which makes it much easier to make important decisions based on what's actually there. It supports stronger analysis and helps me make better choices overall. Another thing I like is how easy it is to understand and work with and it's been really helpful for keeping my work more organized with the information I need.

Cons

It has matched our needs very well and throughout the time I have used it, I haven't run into any problems, failures or inconveniences.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Who are the typical users of Klipfolio software?

Typical Klipfolio users include accounting firms, restaurants, travel agencies, apparel brands, SaaS companies, hospitals, IT consultancies, software companies, management consultants, marketing agencies, and medical device manufacturers.

Does Klipfolio offer an API?

Yes, Klipfolio offers API access.

Does Klipfolio software have a mobile app?

Yes, Klipfolio offers mobile apps for both iOS and Android devices.

What language does Klipfolio support?

Klipfolio primarily supports the English language.

What level of support does Klipfolio offer?

Klipfolio offers multiple support options, including onboarding, customer support, a help center, and a knowledge base.

How much does Klipfolio software cost?

Klipfolio price starts at $140/month for Businesses. It includes Grow ($220/month), Team ($350/month), Team+ ($690/month), Starter ($180/month), Lite ($270/month), Pro ($490/month), and Premier ($1,025/month) plans. Klipfolio PowerMetrics plans include Launch ($20/month), Professional ($30/month), and a Custom plan at flexible pricing. Get a detailed Klipfolio cost breakdown today!

What other apps does Klipfolio integrate with?

Klipfolio integrates with cloud applications like Google Analytics, Facebook, Salesforce, HubSpot, Xero, and Google Ads for centralized data tracking and reporting.