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About Klipfolio
What is Klipfolio?
Klipfolio (now Klips) is a dashboard and reporting tool that automates data retrieval from spreadsheets (Excel, Google Sheets), databases, and 200+ services like CRM, Google Ads, and social media. It solves the problem of manually updating reports and scattered data by pulling live data into customizable dashboards.
Who is it for?
It's built for spreadsheet-savvy professionals, marketing teams, sales leaders, and agencies that need to build KPI dashboards for internal use or clients. It's not for those who need deep data warehousing or a full BI suite—but it works with or without a data warehouse.
Use cases
Automate weekly performance reports, track revenue in real-time, combine HR data from multiple systems, or build white-labeled client dashboards. With features like automatic refresh, scheduling, and white-labeling, it's a go-to for agencies and data-driven teams.
Key features
- Automated data refresh — Schedule refreshes from 4 hours to up-to-the-minute, so dashboards are always current.
- 200+ data integrations — Connect directly to CRM, Google Ads, socials, and more without a data warehouse.
- Spreadsheet connectors — Pull live data straight from Excel or Google Sheets to avoid manual copying.
- Beautiful visualizations — 30+ best-practice chart types with custom theming and white-label options.
- Data modelling and joins — Combine and shape data without writing code.
- White-label and custom domain — Remove Klipfolio branding, use your own domain, and apply custom CSS (add-on).
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
Klipfolio Pricing
Klipfolio pricing: from $120/mo (annual).
Base – $120/mo (billed annually)
3 dashboards, unlimited users, 4-hour data refresh, 130+ data integrations, data modelling + join, published links, PDF reports, scheduled reports, template gallery.
Grow – $190/mo (billed annually)
10 dashboards, unlimited users, 1-hour data refresh, 130+ integrations, data modelling + join, published links, PDF reports, scheduled reports, template gallery.
Team – $310/mo (billed annually)
20 dashboards, unlimited users, 15-minute data refresh, 130+ integrations, data modelling + join, published links, PDF reports, scheduled reports, template gallery, SSO, warm-up refresh.
Team+ – $600/mo (billed annually)
40 dashboards, unlimited users, up-to-the-minute refresh, 130+ integrations, data modelling + join, published links, PDF reports, scheduled reports, template gallery, SSO, warm-up refresh, custom onboarding, priority support.
Add-ons: Extra Dashboards $8/mo, Custom Domain $90/mo, Custom Theme $69/mo, White-Label Bundle $299/mo (all billed annually). Free trial available on signup.
Frequently asked questions
How much does Klipfolio cost?
Klipfolio plans start at $120/mo (Base, billed annually) and go up to $600/mo (Team+). Add-ons like extra dashboards and white-labeling cost extra.
Is Klipfolio free?
Klipfolio offers a free trial, but no permanent free plan. All paid plans start at $120/mo.
Who is Klipfolio best for?
It's best for spreadsheet-savvy professionals, marketing/sales teams, and agencies that need automated dashboards from multiple data sources. It's not for those who need a full data warehouse or advanced BI.
What are the top alternatives to Klipfolio?
Common alternatives include Google Data Studio (Looker Studio), Databox, Tableau, and Power BI. Klipfolio is often preferred for its spreadsheet compatibility and white-labeling options.
Can Klipfolio connect to Excel and Google Sheets?
Yes, Klipfolio can pull live data directly from Excel and Google Sheets, along with 200+ other services.
Does Klipfolio offer a free trial?
Yes, Klipfolio offers a free trial on all plans so you can test the dashboarding features before committing to a paid subscription.
