Klipfolio

Klipfolio is a cloud-based business intelligence and dashboard platform designed to help organizations monitor, analyze, and share real-time data. It connects to a wide range of data sources, including spreadsheets, databases, cloud applications, web services, and custom APIs, allowing users to centralize metrics in one place. Using a spreadsheet-like formula editor, users can transform, combine, and model data without needing extensive coding skills. The platform supports the creation of interactive dashboards through a drag-and-drop interface, enabling teams to build custom visualizations such as charts, tables, gauges, and scorecards tailored to specific KPIs.

Key capabilities include scheduled and live data refresh, role-based access control, and flexible sharing options via browser, mobile devices, email reports, and embeddable dashboards. Klipfolio also offers pre-built templates and connectors for common tools like Google Analytics, Salesforce, HubSpot, and SQL databases, helping users quickly set up performance dashboards. Typical use cases include tracking marketing campaign performance, monitoring sales pipelines, visualizing financial metrics, and overseeing operational performance in real time. By consolidating diverse data sources into clear, interactive dashboards, Klipfolio supports faster, data-driven decision-making across teams and departments.