The Klipfolio Insider’s Guide
Everything we know about Klipfolio in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Klipfolio
The Insider’s Guide
Custom-built business dashboards from 130+ sources and APIs
Every plan, grade, refund rule and rival among marketing reporting and call tracking tools, read from Klipfolio’s own pages.
Made by Klipfolio Inc. · checked Oct 18, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Klipfolio’s own pages, its app-store listings and our grades. Every fact in it is on Klipfolio’s page too, where it is kept up to date. Checked Oct 18, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.4
GPA, above 6 of the 13 other marketing reporting and call tracking tools we grade
Klipfolio Klips is a reporting dashboard tool for building highly customized dashboards from 130+ services, spreadsheets, databases and REST APIs, using spreadsheet-style formulas. It sells plans for in-house teams and separate plans for agencies reporting to clients, with client accounts and white-labeling. Klipfolio also makes PowerMetrics, a separate metrics-based analytics product.
To get you started, here are 9 things to know about Klipfolio, taken from its own pages and our grades.
Every chart is built with spreadsheet-style formulas, which is great for analysts and a real learning curve for everyone else.
- 1
Best for custom dashboards built with formulas
That control is the point, and the learning curve is the price.
- 2
Paid plans start at $120 a month
As its pricing page puts it: $120 per month for 3 dashboards, billed annually ($140 billed monthly).
- 3
You can try it first
14-day free trial of Klips, no payment details needed
- 4
It runs on Web
Web.
- 5
130+ integrations and REST API
Connectors for Google Analytics 4, Google Ads, HubSpot, Salesforce, Shopify, CallRail and more, plus SQL databases, files, FTP and any REST API.
- 6
Spreadsheet-style formulas
Model and join data and build each chart, or Klip, with formulas, so dashboards can show almost any calculation.
- 7
Published links and scheduled reports
From Grow, share view-only dashboards by public or private password-protected link, and email PDF or image snapshots on a schedule.
- 8
A 2.4 GPA, above 6 of 13
That is against the other marketing reporting and call tracking tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Klipfolio you would be making a spreadsheet engine with its formulas. That is not a weekend's work, with an AI app builder or without one.
Klipfolio at a glance
- Pricing
- Free trial, from $120 per month for 3 dashboards, billed annually ($140 billed monthly)
- Free plan
- No
- Free trial
- 14-day free trial of Klips, no payment details needed
- Runs on
- Web
- Made by
- Klipfolio Inc.
- Category
- Marketing Reports & Call Tracking
- Our grade
- 2.4 GPA, fair
The report card
Best for custom dashboards built with formulas
Klipfolio Klips lets you build almost any dashboard from 130+ services, databases and REST APIs, with spreadsheet-style formulas behind every chart. That control is the point, and the learning curve is the price. Entry plans cap dashboards low, and white-labeling is a $299-a-month add-on outside the dearer agency plans.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | Graded on a small agency reporting on 5 clients: Agency Starter at $160 a month billed annually ($180 monthly) for 5 client dashboards. That's at the dear end for 5 clients, and white-labeling needs Agency Pro at $440 or a $299-a-month add-on. |
| Free plan and trial | C | No free plan. The 14-day trial of Klips needs no payment details. |
| Features | B | 130+ connectors plus SQL databases, files, FTP and any REST API, formulas to model and join data, client accounts for agencies, PDF reports and white-labeling on the top agency plans. It covers the whole job, and almost any calculation can be shown. |
| Ease of use | C | No rating on record. Every chart is built with spreadsheet-style formulas, which is great for analysts and a real learning curve for everyone else. |
| Platforms and integrations | B | Web only, with no desktop or phone app. It connects to GA4, Google Ads, HubSpot, Salesforce, Shopify, CallRail, Sheets and Snowflake, and to any REST API, with view-only links and scheduled email snapshots from Grow. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Klipfolio is for
- Great if you want full control over how each metric is calculated
- Handy when your data sits in databases and APIs as well as marketing tools
- Good for agencies that want branded dashboards on their own domain
Who it is not for
- Skip it if you don't want to learn formulas just to build a chart
- Pricey if you want white-labeling on a small plan, at $299 a month extra
- Tight if you need more than 3 dashboards on Base
Good to know
Good for
- Analysts who want full control over how each metric is calculated
- Teams pulling data from databases and APIs as well as marketing tools
- Agencies that want branded client dashboards on their own domain
Worth knowing
- Dashboard caps are low on the entry plans; extra dashboards are $8 a month each billed annually ($5 on agency plans).
- White-labeling is a $299-a-month add-on outside Agency Pro and Premier; a custom domain alone is $90 and a custom theme $69 a month.
- Published links and scheduled reports start on Grow; SSO is a $63-a-month add-on below Team.
- These prices are for Klips; PowerMetrics, Klipfolio's metrics-based analytics product, is sold separately.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$120
A month to start
Klipfolio is a paid product with a free trial, starting at $120 per month for 3 dashboards, billed annually ($140 billed monthly).
Base
$120
per month for 3 dashboards, billed annually ($140 billed monthly)
Unlimited users, 4-hour data refresh, data modelling and joins, PDF reports, templates and your logo.
Grow
$190
per month for 10 dashboards, billed annually ($220 billed monthly)
1-hour refresh, plus published links for sharing dashboards and scheduled email reports.
Team
$310
per month for 20 dashboards, billed annually ($350 billed monthly)
15-minute refresh, single sign-on and a daily warm-up refresh. Team+ is $600 a month ($690 monthly) for 40 dashboards and up-to-the-minute data.
Agency Starter
$160
per month for 5 clients, billed annually ($180 billed monthly)
For agencies: 5 dashboards for 5 client accounts, unlimited users, 4-hour refresh and PDF reports. Lite is $240 a month for 15 clients.
Agency Pro
$440
per month for 30 clients, billed annually ($490 billed monthly)
30 dashboards and clients, 30-minute refresh, the White-Label Bundle, custom domain, SSO and priority support. Premier is $900 a month for 80.
Trying it first
14-day free trial of Klips, no payment details needed
Read from klipfolio.com on Oct 18, 2026.
Ways to pay less
Annual discount
Lower monthly rate with annual billing
Billed annually, Base is $120 a month instead of $140, Grow $190 instead of $220, and Agency Starter $160 instead of $180.
Stated on klipfolio.com
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Custom-built business dashboards from 130+ sources and APIs. Here is what it does, as its own site describes it, and what it covers: spreadsheets, reports, dashboards.
It covers the whole job, and almost any calculation can be shown.
- 130+ integrations and REST API
- Connectors for Google Analytics 4, Google Ads, HubSpot, Salesforce, Shopify, CallRail and more, plus SQL databases, files, FTP and any REST API.
- Spreadsheet-style formulas
- Model and join data and build each chart, or Klip, with formulas, so dashboards can show almost any calculation.
- Published links and scheduled reports
- From Grow, share view-only dashboards by public or private password-protected link, and email PDF or image snapshots on a schedule.
- Client accounts for agencies
- Agency plans manage separate client accounts from one parent account and move dashboards, Klips and data sources between them.
- White-labeling
- Remove Klipfolio branding, rename terms, apply your CSS and sign in on your own domain. Included on Agency Pro and Premier, otherwise an add-on.
- Faster data refresh tiers
- Data refreshes every 4 hours on Base, hourly on Grow, every 15 minutes on Team and up to the minute on Team+.
Where it runs
- Web
What it works with
- Google Analytics 4
- Google Ads
- HubSpot
- Salesforce
- Shopify
- CallRail
- Google Sheets
- Snowflake
Klipfolio is made by Klipfolio Inc.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
6/13
Other marketing reporting and call tracking tools it is graded above
Klipfolio's GPA of 2.4 is higher than 6 of the 13 other marketing reporting and call tracking tools we grade, and level with 5.
It stands best on features (B, above 5 of 13) and worst on ease of use (C, above 0).
Its paid plans start at $120 a month, against a middle price of $63.50 for the category: 11 of the 13 others that charge start lower.
On features, ease of use and platforms it scores 2.7 out of 4. 1 tool scores higher and costs less.
Each grade against the category
Every bar is all 14 marketing reporting and call tracking tools we grade, cut by the letter each got. Klipfolio’s own letter is outlined.
- CValue for moneyAbove 2 of 13
- CFree plan and trialAbove 3 of 13
- BFeaturesAbove 5 of 13
- CEase of useAbove 0 of 13
- BPlatforms and integrationsAbove 0 of 13
Price against what you get
Each dot is one of 14 marketing reporting and call tracking tools. Further left costs less; higher up scores better on features, ease of use and platforms. Klipfolio is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Klipfolio you would be making a spreadsheet engine with its formulas. That is not a weekend's work, with an AI app builder or without one.
It costs $1,440 a year.
What you could make
- Reports: an app builder makes this well.
What you could not
- A spreadsheet engine with its formulas.
- Connections that pull numbers from dozens of other services.
- It plugs into other products, Google Analytics 4, Google Ads and HubSpot among them.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Klipfolio’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Databox, Geckoboard, Data Studio, DashThis and AgencyAnalytics
The 5 tools Klipfolio is most often weighed against, with where each one differs from it.
- 2.4GPA
Databox
Free plan · from $71/mo
Reporting dashboards with an AI analyst over 130+ connected sources.
- Databox has a free plan. Klipfolio does not, though it has a free trial.
- Klipfolio also covers spreadsheets.
- Databox also covers goals.
- 2.2GPA
Geckoboard
Free trial · from $79/mo
Live KPI dashboards for TV screens, Slack and shared links.
- Klipfolio also covers spreadsheets.
- Geckoboard also covers goals.
- 3.0GPA
Data Studio
Free plan · from $9/mo
Google's free report and dashboard builder, formerly Looker Studio.
- Data Studio has a free plan. Klipfolio does not, though it has a free trial.
- Only Data Studio lists iOS and Android apps.
- Klipfolio also covers spreadsheets.
- 2.2GPA
DashThis
Free trial · from $44/mo
White-labeled marketing report dashboards priced by dashboard.
- Klipfolio also covers spreadsheets.
- 2.6GPA
AgencyAnalytics
Free trial · from $20/mo
White-labeled client reporting dashboards for marketing agencies.
- Klipfolio also covers spreadsheets.
- AgencyAnalytics also covers rank tracking and backlink analysis.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
13
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Klipfolio free?
No, Klipfolio is a paid product, but you can try it first. 14-day free trial of Klips, no payment details needed.
How much does Klipfolio cost?
Klipfolio lists 5 plans. Base: $120 per month for 3 dashboards, billed annually ($140 billed monthly).
What platforms does Klipfolio work on?
Klipfolio is available on Web.
Does Klipfolio offer any discounts?
Klipfolio publicly lists the following: Lower monthly rate with annual billing.
Does Klipfolio have an Android app?
No Android app was listed when its pages were read on Oct 18, 2026. Klipfolio is listed for Web.
Does Klipfolio have an iPhone app?
No iPhone app was listed when its pages were read on Oct 18, 2026. Klipfolio is listed for Web.
Is Klipfolio open source?
Klipfolio is not described as open source on its own site, as read on Oct 18, 2026.
What does Klipfolio integrate with?
Klipfolio's listing names Google Analytics 4, Google Ads, HubSpot, Salesforce, Shopify, CallRail, Google Sheets and Snowflake.
Who makes Klipfolio?
Klipfolio is made by Klipfolio Inc.
What are the alternatives to Klipfolio?
The closest alternatives to Klipfolio in our directory are Databox, Geckoboard, Data Studio, DashThis and AgencyAnalytics.
How does Klipfolio compare with other marketing reporting and call tracking tools?
Klipfolio's GPA of 2.4 is higher than 6 of the 13 other marketing reporting and call tracking tools we grade, and level with 5.
Is Klipfolio good value for money?
ToolGPA grades Klipfolio C for value for money. Its paid plans start at $120 a month, against a middle price of $63.50 for the category: 11 of the 13 others that charge start lower.
Could I make my own version of Klipfolio?
To replace Klipfolio you would be making a spreadsheet engine with its formulas.
Where this guide comes from
The prices, plans, platforms and features were read from Klipfolio’s own pages on Oct 18, 2026, and the grades were given on Oct 18, 2026. Graded from this listing, whose facts were read from Klipfolio's own pages on 18 October 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Klipfolio Inc. Prices change, so check klipfolio.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
2,281
Tools graded, in 73 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
ToolGPA is free to read. It may earn a commission from affiliate links and it works with sponsors, but anything paid for is labelled and no one can pay for a grade. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
2,281
tools graded
73
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Klipfolio, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/klipfolio
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Klipfolio: The Insider's Guide", checked Oct 18, 2026. https://toolgpa.com/tools/klipfolio
Know someone choosing between marketing reporting and call tracking tools?
Send them this guide: toolgpa.com/tools/klipfolio/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded marketing reporting and call tracking tools after Klipfolio, each with an Insider's Guide of its own.
- Marketing Reports & Call Tracking Insider's GuideEvery one of the 14 marketing reporting and call tracking tools we grade, compared
- Data Studio Insider's GuideGoogle's free report and dashboard builder, formerly Looker Studio3.0 GPA
- AgencyAnalytics Insider's GuideWhite-labeled client reporting dashboards for marketing agencies2.6 GPA
- CallRail Insider's GuideCall tracking and attribution that ties phone leads to campaigns2.4 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Klipfolio’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. ToolGPA uses affiliate links and may earn a commission from them, and it works with sponsors; anything paid for is labelled, and no one can pay for a grade. Klipfolio is a trademark of its owner, and this guide is not made, paid for or approved by Klipfolio Inc. Prices and plans change: check klipfolio.com before you buy.