How Klipfolio Turns Spreadsheet Data into Dashboards

Updated

Klipfolio (branded as Klips on its site) turns spreadsheet data into dashboards through a three-step workflow: Connect, Build, and Share. You connect a source such as Excel, Google Sheets, a CRM, Google Ads, or one of 200+ supported services; build a dashboard using chart types and layouts without developers; then share it as a live dashboard, scheduled report, or embedded view. This suits teams that already work in spreadsheets but need reporting that updates automatically instead of being rebuilt by hand.

Step 1: Connect your data sources

Klipfolio pulls live data from Excel or Google Sheets, so you stop chasing yesterday's numbers. It also connects directly to 200+ services, including CRMs, Google Ads, and social platforms, and the site states that connected data stays reliable.

If your data lives somewhere less standard, Klipfolio supports SQL, REST, and other query connectors to reach almost any source. You can also keep or skip a data warehouse — the site says Klips works with or without one.

What to expect: the connection is the input; the automated data retrieval is the action; the result is a live data feed that no longer needs manual copy-paste updates.

Step 2: Build the dashboard

The build step is where spreadsheet familiarity helps but spreadsheet limits disappear. According to the site, you get:

  • 30 chart types
  • Thousands of styling combinations
  • Infinite custom layouts
  • No developers required

The pitch is direct: spreadsheets aren't made for dashboards, but the formula, filter, and pivot-table skills you already have carry over. The difference is that Klips automates the "grunt work" of gathering data and presenting it, rather than making you assemble charts by hand each cycle.

Step 3: Share and distribute

Klipfolio offers several distribution paths, which you can mix depending on your audience:

Method Best for
Live dashboards Teams or clients who check metrics regularly
Scheduled inbox reports Stakeholders who prefer email updates
Role-based access control Limiting what different viewers can see
Export or embed Putting dashboards into other tools or sites

Who this workflow fits

The site reports over 25,000 customers using Klips for dashboards. Customer comments describe two common uses: agencies building KPI reports for clients across industries, and teams uploading daily business data to monitor metrics like revenue in real time.

If your reporting currently means exporting spreadsheets, rebuilding charts, and emailing files on a schedule, this three-step model replaces that loop with a connected, automated one. If you only need a one-off chart from a static file, the connection and sharing layers add little.

Pricing is listed on Klipfolio's pricing page, including a separate agency pricing path; check those pages for current plan details before deciding.