Klipfolio is a complete dashboard solution designed to automate data retrieval, presentation, and distribution. It targets users familiar with spreadsheets, offering a transition to more powerful dashboarding capabilities.
Key features:
- Automated Data Retrieval: Connects directly to 200+ services, including Excel, Google Sheets, CRMs, and marketing platforms, using SQL, REST, and other query connectors.
- Customizable Dashboards: Offers a range of visualization options, custom theming, and pixel-level control for creating tailored dashboards.
- Team Collaboration: Facilitates team alignment and collaboration with features like Klip comments and centralized data access.
- Data Management Workflow: Automates data refresh, scheduling, and asset management with API support.
Use cases:
- Executive Reporting: Provides leaders with a clear view of business performance.
- Marketing Dashboards: Tracks digital marketing metrics and social media performance.
- Sales Monitoring: Offers real-time insights into monthly sales goals and performance.
- Customer Support Analysis: Monitors customer service metrics and support ticket breakdowns.
