Where to Get Started with Klipfolio and View Pricing

Start on the Klipfolio homepage (klipfolio.com) and use the Get Started link to begin with Klips, or go straight to klipfolio.com/pricing to review plan information. If you are an agency or partner, Klipfolio lists separate pricing paths at klipfolio.com/pricing?product=klips&type=agency and klipfolio.com/partners/pricing. The homepage also links to detail pages for the three core steps — Connect, Build, and Share — so you can read about each before signing up.

Getting started: the three-step path

Klipfolio frames onboarding around three steps, each with a "Learn more" link from the homepage:

1. Connect — Connect directly to 200+ services, including CRM tools, Google Ads, and social platforms. You can also pull live data from Excel or Google Sheets, or use SQL, REST, and other query connectors to reach almost any source. A data warehouse is optional: Klips works with or without one.
2. Build — Assemble dashboards using thirty chart types, thousands of styling combinations, and custom layouts. Klipfolio states no developers are required.
3. Share — Present live dashboards, schedule reports to inboxes, control access with roles, and export or embed dashboards elsewhere.

Expected result: after connecting a source and building a dashboard, you have a live view that refreshes from your data rather than a static spreadsheet export.

Common sticking point: the homepage does not publish step-by-step setup instructions or menu locations. Use the "Learn more" links on each step for the actual walkthrough, and check whether your data source appears among the 200+ supported services before committing.

Viewing pricing

The homepage has a View Pricing button and a Pricing link in the navigation, both leading to klipfolio.com/pricing. Two additional pricing pages exist for specific audiences:

The available site material does not list plan names, prices, or whether a free tier or login is required, so confirm those details on the pricing pages themselves before deciding.

What Klipfolio is, in one line

Klipfolio describes Klips as a complete dashboard solution that automates data retrieval and offers flexible dashboard presentation and distribution, built on the familiarity of spreadsheets. The company reports over 25,000 customers using Klips for dashboards.

Is it worth a closer look?

Klipfolio's own positioning is aimed at spreadsheet power users: people comfortable with formulas, filters, and pivot tables who have outgrown using Excel or Sheets as the backbone of reporting. If your data is scattered across tools and you want automated, shareable dashboards without developer involvement, the Connect → Build → Share path maps directly to that need. If you mainly need static reports or have very few data sources, the value of a dedicated dashboard tool is less obvious — review the pricing page first to weigh cost against that gap.