Klipfolio Klips

Klipfolio Klips is a cloud-based dashboard and business intelligence platform designed to automate data retrieval and streamline reporting workflows. It serves as a visual analytics layer that consolidates performance metrics from cloud applications, databases, and spreadsheets into customizable dashboards.

The platform is designed for businesses, marketing agencies, and data teams seeking to replace manual spreadsheet reporting. Users can connect to live data sources using built-in service connectors, SQL queries, or REST APIs, allowing teams to monitor daily operations without manually updating spreadsheets.

Dashboards can be customized using pre-built chart components, layout controls, and custom styling options. Information is distributed across organizations using automated email schedules, direct file exports, embedded views, or shareable web links with optional password protection.

Key features

• Data connectors: Connects to over 130 cloud services, SQL databases, and spreadsheets like Excel and Google Sheets via pre-built connectors or REST APIs.
• Automated data refresh: Updates dashboard metrics automatically at scheduled intervals ranging from four hours down to minute-by-minute updates.
• Custom layout design: Provides layout controls, custom CSS themes, and white-label branding options for agencies and teams.
• Scheduled reporting: Generates and emails automated PDF and image snapshots of dashboards to internal teams or external clients.
• Data modeling and formulas: Offers formula tools and data joining capabilities similar to spreadsheet environments for custom metric calculations.
• Role-based permissions: Controls account access and dashboard viewing permissions across team members and client sub-accounts.