Klipfolio Klips Review

Klipfolio Klips is a cloud-based dashboard and reporting platform designed to turn scattered business data into live, visual dashboards. It positions itself as a bridge between the flexibility of spreadsheets and the clarity of purpose-built dashboards, emphasizing formula-driven customization and granular control. The product is part of the broader Klipfolio ecosystem, which also includes PowerMetrics, a metric-centric analytics platform aimed at SMBs.

On the homepage, Klips is described as a "complete dashboard solution" that automates data retrieval and offers "limitless dashboard presentation and distribution options." The platform connects directly to over 130+ data integrations, including CRMs, ad platforms, databases, and spreadsheets like Excel and Google Sheets. Klips is used by more than 25,000 customers across 82 countries, with over 100k daily active users, highlighting its maturity and adoption in the market.

Klipfolio is a Canadian company, with the product "Made in Canada" and headquartered in Ottawa, serving customers from startups to larger enterprises and agencies. The company emphasizes strong support, a curated template library, and professional services to help teams get from raw data to production dashboards. While Klips is powerful, it is best suited to teams willing to invest some time in configuration, rather than those seeking a one-click, AI-only solution.

The core promise of Klipfolio Klips is to give you the power and familiarity of spreadsheets while eliminating the manual grunt work of reporting. Instead of copying and pasting numbers into Excel every week, Klips automates data retrieval from spreadsheets, databases, and cloud apps, then keeps dashboards refreshed on a schedule. This makes it particularly attractive to spreadsheet power users who want more reliable, always-on reporting.

Klipfolio highlights three simple steps to "dashboard bliss": Connect, Build, Share. You connect to data sources, build visual dashboards using a rich set of components, and then share them via published links, PDF reports, or embedded views. The platform is designed to work with or without a data warehouse, and it supports SQL, REST, and other query connectors so you can pull data from almost anywhere.

Where Klips stands out is in its flexibility and depth. You can create highly customized dashboards, apply pixel-level control, and even work with visualization source code for advanced scenarios. This flexibility, however, comes with a learning curve, especially for non-technical users who are not comfortable with formulas or data modeling concepts.

Klipfolio Klips offers a broad feature set that covers data connectivity, modeling, visualization, sharing, and administration. On the connectivity side, Klips can pull live data from Excel and Google Sheets, connect directly to 130+ cloud services, and integrate with SQL databases and REST APIs. This allows teams to centralize CRM, marketing, finance, HR, and product data into a single dashboarding environment without heavy ETL infrastructure.

For dashboard creation, Klips provides 30+ best-practice visualizations, including charts, tables, gauges, and more advanced components. Users can apply custom theming and white-label options, configure infinite dashboard layouts, and leverage pixel-level control to fine-tune the look and feel. Features like drill-down, custom colors and indicators, and logo upload help create executive-ready dashboards and client-facing reports.

On the operational side, Klips supports automatic data refresh, refresh scheduling, and dynamic data sources that adapt to changing parameters. There are tools for asset management, an API, debugging utilities, and a viz source code view for advanced users. Collaboration features include Klip comments for context, centralized data access, and tailored dashboards that empower non-technical users once the initial setup is complete.

Klipfolio also backs Klips with a legendary support team, extensive help center resources, onboarding and training options, video guides, and in-app tips. Agencies and partners can take advantage of client dashboard templates, white-label bundles, and a strong partner network to deliver dashboards at scale. This combination of features makes Klips particularly appealing for agencies, analytics consultants, and internal BI teams that need both flexibility and repeatable templates.

Klipfolio positions Klips as "custom dashboards, affordable pricing", with plans for both businesses and agencies. Pricing is shown in USD per month, based on an annual subscription billed annually, and there are options to toggle between monthly and annual views. The site also offers a 14-day free trial of Klips with almost full feature access, without requiring a credit card upfront.

There are four main Klips plans: Base, Grow, Team, and Team+. The Base plan starts at $120/month billed annually and includes 3 dashboards, unlimited users, 4-hour data refresh, and access to 130+ integrations. Grow increases dashboards to 10 and improves refresh to 1 hour, while Team and Team+ expand dashboards, refresh frequency, and add features like Single Sign-On (SSO), Warm Up Refresh, Custom Onboarding, and Priority Support.

Beyond core plans, Klipfolio offers a range of add-ons and top-ups. These include extra dashboards, near-real-time refresh queues, larger data source limits, warm-up refresh, custom domains, custom themes, and a White-Label Bundle tailored for agencies and OEMs. Additional services such as onboarding and training, implementation services, dedicated data heroes, priority support, and dedicated servers help organizations scale their deployment and performance.

All prices are listed in USD, and Klipfolio accepts Visa, Mastercard, American Express, and PayPal. The FAQ clarifies that there are no hidden setup or onboarding fees in the standard plans, and customers can upgrade, downgrade, or cancel at any time. For organizations with unique needs, Klipfolio encourages contacting their team to discuss custom plans and enterprise-level configurations.

Klipfolio prominently showcases customer success stories and testimonials to reinforce Klips as a trusted dashboard solution. The homepage notes that over 25,000 customers have delivered dashboards with Klips, and that the platform processes 6.7 TB of data every 24 hours across 82 countries. These numbers, combined with 100k active users every day, signal a mature, battle-tested product used in diverse industries.

Customer quotes emphasize Klips as a powerful tool for client reporting, real-time monitoring, and team motivation. Agencies highlight its ability to build KPI dashboards that are used daily and drive progress on business goals. Internal teams mention how Klips connects disparate systems, such as HRIS, ATS, and survey tools, into unified dashboards that reveal insights not easily visible in siloed systems.

The overall sentiment from featured customers is that Klips is flexible and robust, but requires some initial setup and learning to unlock its full potential. Once configured, dashboards become central to decision-making, helping teams monitor revenue, performance, and engagement in real time. This aligns with Klipfolio’s positioning as a serious BI tool rather than a lightweight reporting gadget.

From a reviewer’s perspective, Klipfolio Klips is a strong choice for teams that value control and are comfortable with spreadsheet-like logic. Its ability to connect to 130+ services, handle SQL and REST queries, and support complex visualizations makes it suitable for serious BI and client reporting. The platform’s emphasis on automation, scheduled refresh, and published links means dashboards can become a reliable, always-on reporting layer for the business.

However, this power comes with trade-offs. New users who are not familiar with formulas, joins, or data modeling may find the initial setup challenging, especially compared to simpler tools or AI-first products. Some of the most attractive capabilities, such as near-real-time refresh, white-labeling, and advanced theming, require higher-tier plans or paid add-ons, which can increase total cost for agencies or larger teams.

In practice, Klips shines when used by analysts, agencies, and data-savvy teams who can invest time in building reusable dashboards and templates. Once configured, it delivers impressive, polished dashboards that can be shared widely without exposing raw data sources. For organizations that primarily need quick narratives or social-ready content, a complementary tool like PostFlow may be more efficient for turning insights into words, while Klips remains the underlying data engine.

Klipfolio Klips is a feature-rich, mature dashboard platform that delivers on its promise of spreadsheet power with dashboard clarity. It is particularly well-suited for agencies, consultants, and internal BI teams that need to automate reporting, support many stakeholders, and maintain fine-grained control over data and presentation. The combination of strong integrations, flexible visualizations, and white-label options makes it a compelling choice in the mid-market BI space.

That said, Klips is not the lightest tool on the market. Non-technical users may need guidance to get started, and some advanced capabilities are locked behind higher tiers and add-ons. If your primary need is to quickly turn metrics into narratives, posts, or client updates, pairing Klips with an AI content tool like PostFlow can provide a more balanced workflow.

Overall, Klipfolio Klips earns a 4.3 out of 5 in this review. It offers excellent value for teams that will fully use its capabilities, especially at the Base and Grow tiers. For organizations seeking a pure self-service, AI-first experience with minimal setup, it may feel heavier than necessary, but as a robust dashboard engine, it remains a strong contender.