DashThis vs. Klipfolio Klips

It's great if you have to provide reports (either internally or for clients) on a regular basis. It takes a little time to set up your structure (surely comparable to the time you'd spend in another tool and definitely faster than doing it manually), but then it saves so much time on an ongoing basis. It's also really important when you want your reports to look good -- which is pretty much all the time! No more Word documents here and Excel spreadsheet there with mismatched formatting all over the place. Now you can have one streamlined look, which allows you to view the data more easily and not get tripped up on the report itself. Honestly, I think it's appropriate in pretty much any situation! I guess maybe if you were just pulling one report one time, then it might not be worth the time it takes to set up, but even then it depends -- you still have the benefit of one clear, streamlined look for all your data. And it's less error-prone.

Incentivized

It's
a piece of software that's capable of almost anything. Dynamic variables can be
changed in real-time via the interface's UI/UX and UI/UX customizations. As a
result, it can always keep its database up-to-date and obtain the most current
information from a variety of sources. The Klip customer service team is
extremely friendly and helpful. Every time a problem with the Klip setup
arises, they're there to help. As a result of their activities, they try to
work with the group's experience.

Incentivized

• Simple drag and drop interface. No complex programming or integrations needed.
• Custom options for advanced users. The baseline graphs and charts are very helpful, but depending on what point you're trying to get across it's easy to create your own for maximum understanding
• Easily accessible. Save time, trees, and money. Every month we simple forward a dashboard link to our clients. No complex reports necessary.

Incentivized

• Dashboard design. Super simple and easy to set up, move and size components, and display.
• Klip creation. This is report/chart creation. Klipfolio straddles the line well between ease-of-use and robust capability for data crunching and visualization.
• Data sync. I have had very few data sync issues. The sync just works and it is very light-weight on API calls.
• Multiple data source formats. You can make data sources in JSON, Summarized View, and Detailed View.
• Modeled data sources. You can create modeled versions of any data source, which allows you to lock in data formats, add columns (including formula columns), and more.
• Team permissions. I have been able to set team permission sets and use that to display the given dashboards around the office. With this, I can control who has access to which data.
• Chart options. There is a great selection of chart types to choose from.
• Great support. Their support staff has always been very responsive—almost always immediate. I have always been able to resolve my issues with them.

Incentivized

• Currently it's missing Amazon Ads integrations, which I have submitted a request for.
• There should be options to transfer dashboards to other accounts, as needed. For example, when a client engagement ends, being able to transfer the dashboard to the client account would be cool. I'm sure the capability exists.
• Offline-reporting capabilities or sending PDFs through email of the dashboard may be very valuable to people reviewing data that don't currently have internet access.

Incentivized

• Onboarding. The process of setting up a new client for a dashboard can be a little tedious.
• File size upload and third-party integrations. I have been limited to the size of the .csv file we were uploading but we were able to find a workaround.

My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.

Incentivized

I always get a same day response to my questions and they reach out enough that I feel like I can ask questions but not too much that I get annoyed.

Incentivized

It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.

Incentivized

None at all; just be sure of what information you will need for working.

Either the reporting was too complex or too basic. I didn't want to spend months and months learning how to integrate new dashboards with all different platforms. Additionally, the other dashboard companies don't allow for enterprise reporting. I have some clients with 50 Google Ads accounts, and you cannot pull all that data into 1 dashboard.

Incentivized

It was clear that Klipfolio had the edge in terms of the number of third-party connectors and templates available, allowing us to quickly be up and running with various API integrations and visually stunning designs in only an hour. It was a no-brainer for us, and we're glad we went with them instead of the other options.

Incentivized

• DashThis has reduced the time I spend on reporting by about 50%
• Visualizations are simple and easy to understand -- Clients like them very much
• Reduced dependency on files as archive of all dashboards/reports are available online

Incentivized

• Klipfolio not only delivers great-looking dashboards, but it makes our agency look awesome to our clients!
• Klipfolio is one of the few platforms that we have implemented where the minimal investment has consistently provided maximum results in the return on our investment.
• Not only had Klipfolio proven to be a fiscally smart - money-saving - move, but has also proven to be a great time saver as well.
• Thanks to Klipfolio we spend less time having to pull data and have more time to analyze and strategize for our reporting and recommendations to our clients.

Incentivized