Klipfolio is a dashboard and reporting platform designed to help teams and clients visualize, monitor, and share business data. It addresses the challenges of bringing together data from various sources, including spreadsheets and over 200 services and APIs, to create customizable dashboards that support decision-making and performance tracking. The tool emphasizes automation, enabling users to automate data retrieval and management workflows, reducing manual effort and minimizing errors commonly encountered with traditional spreadsheet-based reporting.
Klipfolio offers features such as live dashboards, real-time visualizations, and automatic data refresh with scheduling options. Users can build dashboards using over 30 types of visualizations, apply custom theming, white-label branding, and pixel-level layout control. The platform supports integration with Excel, Google Sheets, CRM systems, Google Ads, social media platforms, and more, using direct connectors as well as SQL and REST query options. Dashboards can be tailored for different roles and industries, with examples including executive reporting, marketing metrics, cash flow monitoring, and sales tracking. Collaboration is facilitated through centralized data access, team alignment features, and the ability to add comments for context.
Klipfolio is suitable for both technical and non-technical users, offering onboarding, training, in-app tips, and a help center with video guides and tutorials. Professional services and a partner network are available for customized solutions and support. The platform provides asset management, debugging tools, dynamic data sources, client dashboard templates, and a curated template library to streamline dashboard creation. Users can upload logos, set custom colors and indicators, and utilize built-in dark mode.
The service is web-based, with no evidence of desktop or mobile applications. Klipfolio positions itself as a complete dashboard solution for businesses seeking to automate and enhance their reporting and analytics processes, leveraging the familiarity of spreadsheets while offering advanced data integration and visualization capabilities.
Klipfolio is a Business & Operations product. It focuses on automating data collection and visualization for business analytics and reporting. It is built as a B2B product for business analysts and teams needing real-time dashboards. A free plan is available. It runs on the web.
Klipfolio builds and maintains Klipfolio. Key capabilities include custom dashboards, API integrations, and automated data retrieval. It exposes integrations via a public API.
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