Category
Reporting & BI
Key features
Connectors to hundreds of services and APIs
Spreadsheet style formulas
Automatic data refresh
01 — Overview
What is
Klipfolio
Klipfolio makes Klips, a dashboard tool that pulls data from hundreds of services and APIs and lets you build custom charts and KPI reports with spreadsheet style formulas. Dashboards refresh automatically and can be shared with teams, shown on TVs or published for clients. Sales, marketing and RevOps teams use it to track pipeline, campaign and SaaS metrics in one place, and agencies use it for client reporting.
02 — Who it’s for
Ideal Customer Profile
Used by small and growing businesses and by agencies and consultants who build reporting for clients, with over 25,000 customers per the site.
03 — Capabilities
Key Features
Connectors to hundreds of services and APIs
Spreadsheet style formulas
Automatic data refresh
Client reporting dashboards
Klip gallery templates
PowerMetrics AI analytics
05 — Similar tools
Alternatives

Databox
AI analytics and dashboards for business metrics

Geckoboard
Live KPI dashboards for TVs and Slack

Tableau
Visual analytics and BI with built-in AI

Outreach Magic
Reporting and diagnostics for outbound teams

Whatagraph
Marketing data, reporting and monitoring agents

Equals
AI spreadsheet for GTM and revenue analytics
06 — FAQ
Frequently Asked Questions
What is Klipfolio used for?
Klipfolio is used to build live dashboards and KPI reports from many data sources, using spreadsheet style formulas, and to share them with teams or clients.
Who is Klipfolio for?
It suits data savvy business users, small and growing companies, and agencies or consultants that deliver dashboards to clients.
Who owns Klipfolio?
Klipfolio Inc. describes itself as an independent software company headquartered in Ottawa, Canada, founded in 2001.
What is PowerMetrics?
PowerMetrics is Klipfolio's newer AI powered analytics product for defining and exploring business metrics, offered alongside Klips.
