Klips for Client Reporting and Management
Custom dashboards, affordable pricing
- 10 Dashboards
- Up to 10 Clients
- 10 Users
- 1hr Data Refresh
- 300+ Data Integrations
- Add your logo
- Full Reporting Automation
- 20 Dashboards
- Up to 20 Clients
- Unlimited Users
- 1hr Data Refresh
- 300+ Data Integrations
- Add your logo
- Full Reporting Automation
- 1:1 Onboarding*
- 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
- 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
Frequently Asked Questions
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.
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.
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.
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.
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.
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.
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.
Yes, all prices are listed in USD.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
Please see our Klipfolio Data Processing Addendum.
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.
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!
