Tool profile
Klipfolio: cost, fit and limits
Klipfolio is a dashboard and analytics product made by Klipfolio Inc. that connects spreadsheets, databases, web services and marketing platforms to build live KPI dashboards, with PowerMetrics positioned as AI-powered analytics, for marketing teams and agencies.
What to know first
Klipfolio sells four tiers by dashboard count and refresh speed: Base $120 a month billed annually for 3 dashboards, Grow $190 for 10, Team $310 for 20 and Team+ $600 for 40. All include unlimited users. A 14-day trial needs no card and does not convert automatically into a paid plan. No free plan is listed on the pricing page.
Klipfolio at a glance
| Maker | Klipfolio Inc., Canada |
|---|---|
| Free plan | Free trial only |
| Entry price | $120 per month billed annually for Base ($140 monthly) |
| API access | No |
| Category | Best AI Marketing Reporting Software in 2026, rank 11 of 13 |
| Website | klipfolio.com |
Who Klipfolio is best for
Analysts building custom KPIs
Data modelling and join, thirty chart types and connections to SQL, REST, Excel and Google Sheets suit people who want to define their own metrics.
Teams that need fast refresh
Refresh steps from 4 hours on Base to 1 hour on Grow, 15 minutes on Team and up-to-the-minute on Team+, which matters for live operational boards.
Companies with a security checklist
The security page covers AWS hosting across multiple availability zones, daily and weekly backups, role-based access and a SOC badge.
Klipfolio plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Base | $120 USD per month billed annually ($140 monthly) | 3 dashboards, 4-hour data refresh, unlimited users, 130-plus integrations, data modelling and join, PDF reports, template gallery and your own logo. |
| Grow | $190 USD per month billed annually ($220 monthly) | 10 dashboards and 1-hour refresh, with published links and scheduled reports added to the Base feature set. |
| Team | $310 USD per month billed annually ($350 monthly) | 20 dashboards, 15-minute refresh, single sign-on and warm up refresh on top of everything in Grow, for teams with identity requirements. |
| Team+ | $600 USD per month billed annually ($690 monthly) | 40 dashboards, up-to-the-minute refresh, six hours of custom onboarding within three months and priority support. |
Checked November 2026.
What Klipfolio does
- Direct service connections
- The product connects to more than 200 services, including a CRM, Google Ads and social platforms, so marketing and sales numbers can sit in one board.
- Thirty chart types
- Dashboards are assembled from thirty chart types without developers, which gives analysts more layout control than template-first reporting tools usually offer on lower tiers or custom code.
- PowerMetrics
- The vendor describes PowerMetrics as next-generation analytics powered by AI, though the pages opened do not list its individual functions, limits or plan availability for a given buyer.
- Scheduled inbox reports
- Reports can be delivered to inboxes on a schedule, starting at the Grow tier, and role-based access controls decide which colleagues or clients can open each dashboard.
- Live spreadsheet data
- Excel and Google Sheets data is pulled live, so a team that keeps targets or budgets in a sheet can show them next to platform numbers.
How Klipfolio handles your data
The security page says Klipfolio is hosted on AWS across multiple availability zones without naming a region, that data is backed up daily and weekly, and a SOC badge from the AICPA SOC for Service Organizations program is shown in the footer. ISO 27001 is not named for Klipfolio. The pages opened state no retention period and do not say whether customer data trains AI models, so the vendor's policy was not checked for this. The page says Made in Canada.
Where Klipfolio falls short in practice
- Steep dashboard tiers. Dashboard counts stop at 3, 10, 20 and 40, so an agency with a dashboard per client faces a jump to the next tier each time it passes a limit.
- Features gated by tier. Published links and scheduled reports start at Grow and single sign-on starts at Team, so the Base tier lacks features that client reporting normally needs.
- Slow refresh on Base. Base refreshes every 4 hours, which is adequate for monthly reports but not for live boards, and each faster interval costs a step up to a higher tier.
Works with
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Klipfolio: common questions
How much does Klipfolio cost?
Base is $120 USD per month billed annually or $140 monthly, Grow $190 annually or $220 monthly, Team $310 or $350, and Team+ $600 or $690. All plans include unlimited users. A 14-day trial needs no credit card and does not convert automatically.
What does PowerMetrics do in Klipfolio?
The vendor describes PowerMetrics as next-generation analytics powered by AI. The pages we opened do not list its individual features or limits, so test it in the trial before treating it as an AI reporting assistant. Ask which plans include it and how it is metered.
Does Klipfolio have a free plan?
No free plan is listed. A 14-day trial is offered without a credit card, and it does not convert automatically into a paid plan. After the trial the lowest option is Base at $120 per month billed annually, limited to 3 dashboards with a 4-hour refresh.
Which Klipfolio plan includes scheduled reports?
Scheduled Reports and Published Links start at Grow, at $190 per month billed annually. Base includes PDF Reports but not scheduled sending. Single sign-on starts at Team. Check the tier list against your delivery needs, since reporting to clients usually needs scheduled delivery.
Where does Klipfolio host its data?
The security page says Klipfolio is hosted on AWS across multiple availability zones and backs up daily and weekly. It does not name a region. Ask the vendor for the region and its subprocessor list if your clients require EU-only storage.