Klipfolio Software

Pros

Easy to connect data sources and great support team that can help you if you get stuck. Perfect for online marketing dashboards

Cons

It can get a bit hard to combine stuff if you don't want to make one of the basic dashboards (if you want very complicated dashboard perhaps it's better to use an programming language). For online marketing klipfolio is perfect though.

Pros

"On the beginning of my business career, I asked myself how the success may be reached. By having a good product and team are not enough for a stable result, trends on the world market are in movement all the time, so in order to be in real time connection with people desires, you should grouping, filtering, aggregating and sorting information that essential for your goal. And according to my experience, Klipfolio is unbelievable software for agile and single-minded companies. This program empowers you to build your own dashboards. This software is API machine with 100s of connections to the web services you may use to grow your business. What also convenient is the application Klip Editor where you are able «to create your story». There you will find a palette of possible visualizations that enhance your flexibility in the creation process. Moreover, if you want to go deeper with your data, they provide the tools you need to execute the complex formulas to solve challenging data problems. Additionally, Klipfolio helps you to share data with your team and clients through multiple channels. In my mind, it’s a great way for executives to nurture a culture of data transparency and the team to see their performance at a glance.
"

Cons

I have not observed any minuses in this software yet, so, in my humble opinion, if you have a desire to use Klipfolio, It will be the smart decision.

Pros

The price is great compared to alternatives, and the graphs look really clean and show tons of information.

Cons

You have to be a techie to get the graphs you want. This is probably super simple for a team with a bunch of developers, but I'm a one man show when it comes to dashboards.

Built custom dashboard for our largest client whose CEO loved!

Pros

The help chat box is amazing and always just a click away. 95% people they have working there have been super helpful and friendly, and really walk you through any coding help you need. The software itself is very powerful and versatile and is able to use a lot of different types of data sources. The pricing is also really hard to beat.

Cons

Sometimes you get someone who isn't particularly helpful, but it's been very rare. There are some limitations to out-of-the-box functionality, but much less than the competitors I've scoped out.

Pros

Klipfolio provides a powerful infrastructure in order to create beautiful visualizations. It is the toolkit we need in order to have all the data about our business performance a click away.

Cons

The learning curve of the software can be a little harsh. If you don't have a technical background it might be a little bit overwhelming at the beginning.

By turning data into a visual dashboard, Rooted Elm is able to support our clients in making smarter decisions about their email marketing program, identify gaps and enhance overall subscriber engagement.

Pros

My trust for Klipfolio started on day one when I was researching which dashboard solution to invest in. CEO, was the person who introduced me to the system then trained me on how to use it. Klipfolio has grown leaps and bounds since then, and the software is more sophisticated and flexible, but I still receive exceptional support when I need it.

Klipfolio Ninja Services has assisted me in advancing the dashboards I create for our clients to an entirely new level. Most often I have the vision and know how I want to parse the data -- but sometimes the right formula or a better, more straightforward way of bringing the data to life happens with one of our Klipfolio Ninja!

Recently Klipfolio has made improvements to their interface and functionality allowing it easier for a non-formula minded marketer (like myself) to use. Being the visual person that I am, I find the video library as well as the knowledge base with examples helpful and reference them often to build the visual component I need.

Cons

At times I have been challenged with file size limitations with .csv files and third-party integrations. In both instances, a workaround resolved the issue for each and I was able to upload the data into Klipfolio to build the klips and dashboards.

Easily organize and beatifully display your KPIs. Excellent to keep your team motivated to achieve the goals.

Pros

Create beatifully customizable dashboards and easily share and display it in your office, with your colleagues and take it with you in the mobile apps. There is a lot of different graphs, tables and other views to display your KPIs and It is a great tool to share with your team and keep them motivated to achieve the goals, I had a wonderful experience with that. You can very quickly integrate with your information in several different kinds of databases or softwares, including MySQL databases, Google Sheets, Asknicely, Pipedrive and etc.

Cons

If you need to calculate something or making a complex formula to get to the right information to display can be very difficult, It is not so clear how each formula works, the articles don't explain everything you need. The support agents can help with in customer support chat but sometimes even them looks to have some trouble to find the correct answers and how to make what you want.

Trying to bring together the results of different aspects of our business. Now, our development team and the business side can see each other's results at a glance, and have a quantifiable, and real-time goal to work towards.

Pros

We use so many important information to manage the sales process and inform our team in a Screen panel where they can perform better. This is crucial for our success.

Cons

Setup was a bit challenging, but once we got the dashboards setup how we wanted... we let it do it's thing.

Pros

Most integrations have useful klips already built in! It makes for a great starting point even when it hasn't covered all bases for YOUR business it's easy to pick up from some starting point with accurate data.

Cons

As a new learner I have never worked with data on this advanced of a level. The resources and customer service has been extremely helpful. My advice is do not be discouraged you will get good help from klipfolio but if you are new to API integration it gets difficult. ;-)

Pros

We have a big monitor in our office and each department has a dashboard displayed that rotates through the reports. I love how easy it is to create customized data to help the other departments understand all the activities we complete on a weekly basis.

Cons

It can be difficult to learn. Also we had some issues with formatting to fit different sized screens, but we were able to figure it out. So other than the learning curve, this is a really cool tool to help with your reporting.

Pros

My team uses highly-customized instance of Salesforce as an internal project management system. We also have several other services, such as SharePoint, Google Docs, and others, where data is stored. We found Klipfolio in our search for a dashboarding tool that would allow us to integrate all of these services into a single view for our users across the department. The visualization components are pretty flexible and can be bent to fit your needs. The support team is incredibly patient and are never slow in responding to inquiries.

Cons

The learning curve can seem a bit steep at first. While some data formulas can be easy to understand if you're familiar with some of Excel's more advanced features, there are others that are somewhat unique to Klipfolio. The documentation covers most of what you would need, and if you get stuck, the support team is very quick to respond and walk you through the solution.

Pros

Lot of different metrics you can set for different dashboards, can build custom clips and once they are set will pull from api's

Cons

The way to setup your dashboards and custom clips are confusing and the software doesn't tell you wants wrong with the klip.

Pros

Klipfolio has been exactly what I needed to make in-depth and visually appealing reports to report on marketing performance. The support for this software has been outstanding, they've been super helpful getting me set up for success.

Cons

As a marketing user, some of the functions and formulas can be quite advanced when I'm trying to build more complicated Klips. Luckily I've been able to accomplish everything I needed with the help of the community and support team.

Pros

I love the customer support. It can be very taxing to get data from a variety of sources (CRM/ERP/Digital Marketing) into one chart so you can see correlations and patterns to improve on. Klipfolio customer support is the best customer support I have received from any software, not just a data visualization tool. They are all fully capable and happy to help. I got all my org's data into an executive dashboard in under a day, and it is now used several times a day by the senior management of the company.

Cons

I think that they could do a better job of on boarding. Their documentation is great, and they are there to help every step of the way, but you have to reach out to them for that.

Pros

Klipfolio is always adding new integrations to their library which makes it easy to connect to the common business software. If there's no integration pre-built then you can easily create whatever you need through writing API queries. The help documentation is really well written

Cons

There's no easy way to share multiple dashboards privately unless you sign up for the more expensive plans

Pros

Customer support is wonderful. They are helpful, knowledgeable, friendly, good-natured, and very engaged. I get immediate answers and an easy back and forth to assist in any problems I may be having with my charts and dashboards. I have never had such a good customer service experience when it comes to software. Clearly it is a priority to them, unlike so many other companies.

Cons

There is a learning curve but that's all software. I wish I could copy dashboards and not just klips.

Takes complex data and presents it in easy to understand Dashboards and Scorecards for our team.

Pros

It works! Good format and nice charts. Takes complex data and presents it in easy to understand charts and graphs. The service and help are great too.

Cons

There is a learning curve (with this and all Dashboards) to getting the data source hooked up, and to advanced charting. Serious endeavors will require some programming knowledge or outside help.

Pros

We often advise this service to our partners, besides that, we use Klipfolio ourselves as well. The biggest advantage is the ability to combine a lot of different sources and possibility to build your own custom dashboards with all the data you want to see at one place. At this time, the service is very secure, you have several options for improving security. The support team is very responsive to help you through those times when something doesn't quite work as intended.

Cons

If you worked with Excel tables, you will very quickly climb into this service. If you are a beginner, you need a little time to figure it out. Go for a trial version, build and add Klips and I'm quite sure you will get satisfied.

Pros

Once a dashboard is made, it looks great. The UI is really pleasing, and there is a wide range of visualizations to choose from making it easy to convey data in just the right way.

Cons

Getting data into the system can be a pain, and manipulating the data is a challenge. It often makes more sense to pre-process the data somewhere else which adds another step in the complexity.

Easy access to KPI's

Pros

The ease of linking Data Sources to an Email. The best chat help I have ever had!

Cons

Nothing so far, just wish I had more time to watch the helpful training videos. The support site is pretty helpful too.