Klipfolio review

Klipfolio is a dashboard builder first and an agency reporting tool second, with separate plan tabs for businesses and agencies. Base is $120 per month billed annually ($140 monthly) for 3 dashboards, unlimited users, a 4-hour data refresh and 130+ data integrations. Grow at $190 raises that to 10 dashboards with a 1-hour refresh and adds published links and scheduled sharing as PDF or image. Team at $310 adds a 15-minute refresh and single sign-on, and Team+ at $600 covers 40 dashboards with up-to-the-minute data. Data modelling and joins let you combine sources before building, and a REST/URL connector reaches tools without a native integration. For agencies, the strength is flexibility for unusual client data. The trade-off is effort: dashboards take longer to build than template-based tools, and the dashboard caps make it costly for an agency with many clients each needing its own report.

Who it is for

Agencies with technical staff that want custom dashboards and data modeling rather than template reports.

Price

Base from $120 per month billed annually, or $140 monthly; 14-day free trial.

Base For getting started with dashboards $120 USD per month, billed annually
Quoted from the vendor pricing page on November 10, 2026.

Key features

• Data modelling and joins across sources
• PDF reports shared once or on a schedule
• Published links for sharing dashboards
• 130+ data integrations plus a REST/URL connector
• Template gallery and custom logo

Strengths and weaknesses

• Strength: Unlimited users on every plan
• Strength: Faster data refresh on higher tiers, up to the minute
• Strength: Single sign-on on the Team plan
• Weakness: The Base plan includes only 3 dashboards
• Weakness: Base refreshes data every 4 hours
• Weakness: Building custom dashboards takes more skill than template tools

Key facts

• Plans: Base, Grow, Team, Team+
• Integrations: 130+
• Free trial: 14 days

Where it ranks

Klipfolio is No. 9 in our Best Reporting Tools for Agencies verdict.