Custom dashboards for data-driven clients

Use formulas, functions, and data modeling to create custom dashboards and reports for your clients.

Customize and automate your client reports

Build custom dashboards and reports for your clients to measure, track, and share their data. Choose from a sample dashboard in the Klip gallery or flex your technical chops to incorporate your client’s brand and custom themes to leave a lasting impression.

Customize the dashboard theme with CSS

Add a pre-built data visualization from the Klip Gallery

Choose a visualization type

Apply Filters

Find the right solution for your client's needs

Every client has different needs. Customize the dashboards and reports to fit the needs of your clients or create a template that you can reuse each time. Whichever you choose, you can automate the output so your clients always have a single source of truth to make better business decisions.

Continue reading about Klips

Connect data in the way that works for you

Upload an Excel file, import data with our SQL connector, use pre-built REST/URL connectors, or update via email for automatic data input. Whichever method you use to connect your data, rest assured it’s safe and secure with us.

Unrivaled reporting for real-time decision making

Trust that your client reports have the most up-to-date data when they log in. Share Klips reports via view-only links, PDFs, scheduled emails, or Slack messages or display Klips dashboards on TV screens throughout the office to encourage a data-driven culture.

Visualize complex client data

Klips allows you to explore the art and science of data visualization. Use the data modeler to transform complex file formats in accessible tabular data. Use the versatile Klips Editor to create beautiful data visualizations that bring the numbers and formulas to life.

Custom dashboards, affordable pricing

Everything you need to succeed with data.

Monthly

Annual

Agency Starter

$49$54

SAVE $60 / YEAR

10 Dashboards
Up to 10 Clients
10 Users
1hr Data Refresh
300+ Data Integrations
Add your logo
Full Reporting Automation

Agency Lite

20 Dashboards
Up to 20 Clients
Unlimited Users
1hr Data Refresh
300+ Data Integrations
Add your logo
Full Reporting Automation
1:1 Onboarding*

Agency Pro

40 Dashboards
Up to 40 Clients
Unlimited Users
30 mins Data Refresh
300+ Data Integrations
Add your logo
Full Reporting Automation
1:1 Onboarding*
Custom Domain
Remove Klipfolio Branding
Single Sign On
Priority Support
Warm-Up Refresh
Boost

Agency Premier

70 Dashboards
Up to 70 Clients
Unlimited Users
15 mins Data Refresh
300+ Data Integrations
Add your logo
Full Reporting Automation
1:1 Onboarding*
Custom Domain
Remove Klipfolio Branding
Single Sign On
Priority Support
Warm-Up Refresh
Boost
Custom Theming

Prices in US Dollars. No hidden onboarding fees. All plans billed annually or monthly in advance, as applicable.

Frequently Asked Questions

Does Klipfolio integrate with 3rd party apps?

Klipfolio supports direct connections to over 100s of cloud applications like Google Analytics, Facebook, Twitter, Salesforce, Marketo, Hubspot, Xero, Google Adwords, SQL Databases, Excel/Google Sheets and so many more. Click here for a complete up to date list.

Don’t see your service on the list? No Problem! In fact, we’re aware of over 400 services that our customers have connected to themselves. You can learn more about all the data source integrations we support here.

How does the free trial of Klipfolio’s BI Reporting platform work?

Our free trial provides you with almost unlimited access to Klipfolio for 14 days. You get the full experience of the depth and breadth of the Klipfolio software so you know exactly what you get when you become a happy customer.

Do I need to enter my credit card info to sign up?

No. You can sign up and use Klipfolio for 14 days without entering your credit card details. At the end of your trial, or when you decide to launch your BI reporting platform, you will need to pick a plan and then enter your credit card details or pay via Paypal.

What happens after my free trial?

During the 14-day trial, you can upgrade to any paid plan, or after the 14 days, the trial will simply expire. It will not automatically convert to a paid plan. If you need to extend your trial, you'll have the option to Tweet for an extension directly in the application.

Can I upgrade or downgrade anytime?

Absolutely. Klipfolio’s flexible payment plans allow you to upgrade, downgrade, or cancel at any time as per your contract. Your contract is either monthly or annually. For annual plans, the cancellation takes effect at the end of the current billing period.

Are there any setup or onboarding fees?

There are no setup or hidden onboarding fees with any of our plans. Order your first month or annual plan and get started right away. If you need or want help, then please check out our services page.

What payment methods does Klipfolio accept?

You can set up a subscription using Visa, Mastercard, American Express, or PayPal. There is no required commitment term beyond one month. Applicable sales taxes will be added to your invoice. We can also set up invoicing for larger payments; just contact our Success Team.

Are your prices in American currency?

Yes, all prices are listed in USD.

How does Klipfolio define a user?

A user is a named individual who can log into Klipfolio using a unique email address. A user can be granted access to your dashboard. You can assign different roles to users such as View-Only, Editor and Admin. You can also assign users to custom roles to ensure they only have access to the specific dashboards they require, and the specific features and functionality they need.

What if I need to add more dashboards or users?

No problem. You can add 1 dashboard for $8/month or add 5 dashboards for $25/month. To add users you will simply need to upgrade your plan.

What if I exceed my plan’s limits?

No problem. Klipfolio will automatically notify you within the app when you run into a limit for your plan. Common limits that you get notified for are the number of users, number of dashboards, data size limits, and certain sharing features that are not included in the entry-level Plan.

Can I share a dashboard with a large number of users?

You can share your dashboards with others by publishing links that provide view-only access. Publishing a link to your dashboard makes your dashboard accessible to people outside your account while maintaining access to all interactive functionality through the rich web client.

When publishing a link to your dashboard, you choose from the following options:

Make it public and available via search
Make it available to anyone with the link
Make it available to anyone with the link and a password

Learn more about Published Links.

Can you tell me more about your Client Reporting?

Our Client Reporting is ideal for Agencies, Technology Integrators, Consultants and other types of organizations looking to help their Clients become more data-driven and stay on top of what is happening in their business. With our Program, partners have the ability to create and manage distinct dashboards for your Clients. You can create and manage these dashboards from within your own Account, easily transfer content between Accounts, and work with as few, or as many Clients as you require. Optional add-ons to your subscription include:

White Label to suppress Klipfolio branding.
Implement Domain Aliasing to have your users log in through a domain that you specify.
Use CSS to overhaul the look and theme of Klipfolio to align with your own brand.

Want to learn more? Visit our partner page, or reach out to success@klipfolio.com for a chat.

What is the white label add-on?

As an add-on to your subscription, our white label options give Customers and Partners the ability to customize everything from the product name and links to logos and favicons. It’s all up to you. White Labeling allows you to completely hide our name and brand from the application, and replace it with your own. It also allows you to have your users log in through a domain that you specify (like dashboard.yourcompany.com), and apply custom theming through CSS. If you do not need to completely White Label the platform, Domain Aliasing and Custom Theming can also be applied as separate add-ons to your account.

What support resources are available to me?

World-class support is included in all pricing plans! All customers and users in trial have full access to:

Create a ticket with our Support Team, or via the Help Centre.
Product knowledge base.
Community Forums.
Webinars, both live and recorded.
YouTube Channel.

Do you offer priority support?

Yes. Priority Support for faster response times via email is available for $49/month. For those who need a bit of extra help, our Data Hero Services provides a bank of 1:1 consulting time every month and priority ticket handling. Data Hero Services start at $199/month, available monthly with no minimum commitment, or annually with an annual discount.

Are Professional Services available?

Absolutely! There are a number of options available depending on your specific requirements. Our Klipfolio experts can take on certain projects, whereas in other cases, working with a skilled Klipfolio Partner may make more sense. Let us know a few details on your project and we’ll do our best to help!

Who are Klipfolio’s customers?

Klipfolio is trusted by tens of thousands of data-driven leaders in over 50 countries from small SMB’s to the largest Fortune 500 companies. Due to the breadth and depth of our solution we can support almost any use case. Learn more here.

Is my data safe?

We take data security very seriously at Klipfolio. Amazon is our hosting partner, and our servers are hosted in a world class data center. Find more detailed information publicly accessible on our website here.

How is Klipfolio committed to GDPR compliance?

Please see our Klipfolio Data Processing Addendum.

Does Klipfolio have a discount rate for Not-for-Profit organizations?

Yes, we do. We’re both proud, and humbled by the many Not-for-Profit organizations around the world who work with Klipfolio, and we want to make our platform as accessible as possible. Get in touch with our team to learn more.

Have more questions?

Of course, you do! We are here to help you at every step of your journey to become more data driven. Contact us here at any time and we’ll do our best to help. Happy Dashboarding!