August 9, 2013

Klipfolio – Make Smarter Business Decisions

Klipfolio is a web-application that provides its users with real-time business insights based on key metrics and other performance indicators. The platform can be used by companies in the healthcare, financial, retail, manufacturing, and marketing industries.

Set up a Klipfolio dashboard for your company, and within minutes you’ll be able to assemble, monitor, and share performance metrics on any device in real-time. Get your data into Klipfolio by connecting the platform to any one of the hundreds of supported applications, including Salesforce, Dropbox, and Google Analytics. You also have the option to upload your data as an Excel file or use the REST protocol. Set up your own KPIs in Klipfolio’s WYSIWYG workspace, and transform spreadsheet data into meaningful metrics in just a few simple clicks. Klipfolio lets you drill down into your data to get the answers you need, and encourages you to set indicators for key metrics to provide context for the values on your dashboard.

Once you’ve gotten set up, you’ll be able to sit back and let Klipfolio do the work. Arrange the KPIs on your dashboard in a way that makes sense to you, and use annotations as a way to share your insight or expertise with other staffers. In addition to its in-house features, Klipfolio also offers solutions that companies can use when sharing insights with clients.

Practical Uses:

  • Base business decisions on real-time performance metrics
  • Use data visualizations to better understand your company’s current standing
  • See how all the moving parts of your business work together for the greater good
  • Access KPIs for your company from any device

Insider Tips:

  • Consolidate multiple data sources into Klipfolio
  • Use the Klip Editor to build KPIs
  • Share dashboard data with groups of connected users
  • Klipfolio works with hundreds of APIs

What we liked:

  • KPIs are updated on the dashboard in real-time
  • Klipfolio’s charts offer plenty of detail, without being overly complicated
  • Agencies can use Klipfolio to create branded dashboards for their clients
  • Klipfolio works on web browsers, iPads, iPhones, Androids, and TVs

What we didn’t like:

  • Nothing


Company Info:

  • Launched: 2001
  • Privately Held
  • Headquarters: Ottawa, Ontario
  • Founded by: Allan Wille and Peter Matthews
  • Web site:


  • $20 per user, per month (web & mobile version)

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