Klipfolio reviews

Offer your clients the industry’s highest rated agency reporting solution

By partnering with Klipfolio, you can now give your customers access to the leading dashboard software without breaking the bank.

Klipfolio means smarter decisions worldwide

Join a community of data-driven leaders who are changing the game for their clients

Improve your business with a partnership that works

Klipfolio’s Partner program is designed to help you help your customers. Gain access to key data insights and exclusive partner resources. Our channel account managers will provide you with the business consulting and support you need to be successful and generate revenue.

Make more money

Receive compensation for building dashboards for your customers, or, loop that fee into your existing pricing plan.

Over

40

Countries

Making data a priority all around the world.

Over

1200

Partners

Achieving more together.

Over

5000

Clients

Partners helping their customers make better decisions.

Klipfolio Partners by Industry

Marketing Agencies

Save time by automating your client reporting. Easily aggregate PPC, SEO, and social metrics all in one dashboard, track them in real time, and share updates on-the fly.

Consultants and Advisors

Helping analytics firms and system integrators share powerful reports with their clients.

Financial Services

Become your clients' trusted advisor for world class financial insights.

Software Developers and OEMs

Become a Klipfolio Partner and leverage dashboards as your next big offering to your clients.

Why partner with Klipfolio?

Money really does grow on trees

Klipfolio fits into your business model. Present Klipfolio dashboards as your own, build services revenue around them, or have Klipfolio bill your clients. Let’s find a way to work together.

Elevate client relationships

Position yourself as a trusted advisor. By keeping your clients in the loop on their performance, you can help them make smarter, real-time decisions that drive revenue.

Monitor client performance

With automated reporting and interactive dashboards, you can store and display your clients’ data in one place. Take advantage of the fastest growing API and connectivity ecosystem. Choose from hundreds of pre-built visualizations, or create your own.

Works with everything

Build and display the metrics you need by combining data from multiple sources into a single visualization. Take your dashboarding to the next level by connecting your existing applications, meaning all of your data in one place.

We've got your back

We get that dashboarding can feel complicated. Which is why we offer free training resources. Still having trouble? Consider Data Hero Services - our team will provide you with the one-on-one assistance you need to ensure you are headed down the right path.

Make it your own

How you choose to use Klipfolio to drive success is up to you; the possibilities are endless. Start with one of Klipfolio’s base plans before selecting from awesome add-ons like white labelling, custom data storage, and your own domain alias.

Meet some of our partners

Cervino Marketing logo
Live Data logo
Flinder | Consulting logo
i-Spark logo
Our partnership with Klipfolio means our customers can visualize their most important performance data in real time. We've deepened our relationship with Klipfolio because we found this amazing group of fun, problem-solvers to grow with.

Aaron Vidas

Founder, StrategyBox

Klips for Client Reporting and Management

Custom dashboards, affordable pricing

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
Contact Us
  • 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
Contact Us
  • 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
Contact Us
  • 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.
*One hour of personalized onboarding within the first month. Included in annual plans only.

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:

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.

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!

Your clients deserve the best

Start automating your client reporting today