How it works

You are a problem solver, specializing in analyzing, designing, and deploying complex IT applications. Analytics Firms and System Integrators love Klipfolio because it frees up the time you spend on reporting so you can focus on the things you do best. Klipfolio takes the frustration out of report building. Take control of your reporting process and start delivering data that makes sense in real-time.

Here's how you can do it

  • Connect your data to 100+ services

    Pull your data together using out-of-the-box, hassle-free connectors for hundreds of data sources, including spreadsheets, files, databases, and web services applications.

  • Get client insights at a glance

    Visually explore your metric to see trends and compare results. Change visualizations with a single click, add a filter or segment your data. Change the time period or add a trend line or comparison to a previous period. Empower everyone to answer their own questions.

  • Snap metrics together to create dashboards

    Create dashboards and reports in a snap by literally snapping multiple metric views together on a Metric Board. Configure the board to use common date ranges and filters across all metric views, or update only some of the metric views using common controls.

  • Share

    Share your dashboards with your clients through multiple channels. Send report Klips or entire dashboards via Slack, setup manual or recurring email snapshots, and share links to your live analytical insights.

  • Build a performance culture

    Imagine what you could achieve if everyone was on the same page! Engage your whole team around their targets, share insights and fuel data driven discussions. Build a performance driven culture.

What you get

Integrations made easy

Create dashboards using data from hundreds of the apps, databases and files Klipfolio supports. Build custom assets or choose from our pre-built klips and dashboards.

Get help every step of the way with world class support

We get that dashboarding can sometimes feel complicated. Which is why we offer free training resources through our support team, online training, and certification programs.

Still having trouble? Consider adding Ninja Services to your plan. Our team of pro dashboard builders will provide you with the one-on-one assistance you need to ensure you are headed down the right path.

Save time and money

With next-level reporting, dynamic data calls, and interactive dashboard reports, you can not only store and display all of your clients’ data in one place, but you can also save time and money by improving client communications and automating your reporting.

Being a part of Klipfolio’s growing Partner Community

Share and accelerate through existing best practices by joining Klipfolio’s Partner network. Your unique capabilities will be discovered by a larger market through our Partner Directory.

Browse for yourself or join our exclusive Partner Slack Community, The Data Hive, to gain insights on how other partners have added value to their business with Klipfolio.

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.

Your clients deserve the best

Start automating your client reporting today