Klipfolio

What it does

What Klipfolio does and who uses it Klipfolio is a cloud dashboard tool for teams that need to pull data from multiple services, prepare it for analysis, and present real-time or scheduled visual summaries. Typical users include marketing, sales, finance and operations teams building executive KPIs, client-facing embeds, or operational screens. Real-time dashboards and Klips Build and arrange visual components called Klips-charts, scorecards and composite visualizations-into dashboards that update on a schedule or when data refreshes. Dashboards can be used for executive reporting, live operations screens, or client-facing views that surface key metrics at a glance. Data connectors and sources Connectors include prebuilt integrations for many cloud apps and data sources plus a REST/URL connector for custom APIs and spreadsheets. The connector gallery and templates simplify bringing together analytics, CRM, ad platforms, databases and spreadsheet data into a single dashboard. Data modelling and transformations Transform, merge and format data inside Klipfolio so metrics can be computed without exporting to a separate ETL. The platform supports combining multiple sources, calculated fields, and programmatic management of data sources via its API. Sharing, embedding and automation Dashboards and Klips can be embedded in external apps or published as links, scheduled email reports, or PDF snapshots. Role-based permissions control access and the API can trigger refreshes or manage scheduled deliveries. Refresh behaviour and practical limits Data refreshes are queued and subject to connector and API limits; minimum refresh intervals vary by connector and some external APIs impose longer minimums (for example, commonly 15 minutes). Refreshes also depend on account activity or published link views, which can affect expectations of continuous live updates.