Chartio vs Klipfolio

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Our analysts compared Chartio vs Klipfolio based on data from our 400+ point analysis of Business Intelligence Tools, user reviews and our own crowdsourced data from our free software selection platform.

Chartio Software Tool

Product Basics

Chartio (acquired by Atlassian) was a cloud-based data analytics solution founded with the mission to make data accessible to anyone. It allows users to blend and process data from numerous sources into a single operational database and write queries through a drag-and-drop visual SQL interface. Via self-service analysis, it empowers users to discover actionable insights that provide answers to their questions. Its data visualizations and interactive dashboards help drive data-informed decision making.

It is available on a per-user monthly subscription basis, with three tiers of pricing: Startup, Growth and Premium.
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Klipfolio is an analytics software tool that helps users wield data intelligently and confidently by building dashboards and reports that track KPIs and monitor trends. Users can glean insights from information across the organization collected in one convenient place and deploy interactive data visualizations that they can share with ease.

It is available through an annual or monthly subscription to one of four plans: Publish, Grow, Team and Team+. The number of dashboards and users allowed, as well as the data refresh rate and level of support varies depending on the pricing plan selected.
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$4,800 Quote-Based
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$3,000 Annually, Freemium
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Product Insights

  • Make Data Accessible to All: Unlocks data analysis for everyone in an organization through an intuitive interface, interactive dashboards and a free self-learning library of resources. Reduce reliance on analysts or engineers with do-it-yourself access.
  • Get Connected in Minutes: Connect to unlimited sources within minutes and have the platform visualizing data within hours. 
  • Empower Data Teams: Analysts with technical knowledge can focus their time and efforts on building complex models and writing scripts instead of pulling basic reports for their managers. 
  • Speedy SQL: Write and edit queries faster than by manual input within the visual SQL interface. Set up repeatable workflows to speed up analysis, resulting in accelerated time to insight.
  • Improve Collaboration: Fosters teamwork around data — chat on dashboards, easily embed or send insights that are designed to be shared with others and spark conversations to align teams and clarify goals.
  • Security: Built with security in mind at every step, with SOC 2, HIPAA, Privacy Shield and GDPR certifications. Encrypts all data at rest and in flight, using industry-standard HTTPS to keep data safe and secure. Manage data access through secure login with Google Apps, SAML compatibility and role-based permissions for granular control. 
  • Scalability: Draw, blend and analyze data from wherever it lives and connect to as many sources as needed as the company grows. Scale up or down with a flexible pricing model — pay for exactly what is necessary.
  • Expert Support: Take advantage of an abundance of resources available both on the vendor’s website and through their support team, with extensive documentation and on-demand training sessions.
  • Free Trial: Sign up for a 14-day free trial to try it out for free.
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  • Faster Decisions: Enables faster and better data-driven decision making with a dashboarding tool that shows meaningful KPIs first.
  • Ease of Use: Quickly upload and analyze data with dashboards with a simple architecture on the back-end — no coding required.
  • Simplified Data Sets: Create a range of data visualizations from a single data source, or a single visualization from a range of data sources. Pull raw data directly into the dashboard, removing complicated organization and exploration steps.
  • Integration with BI Tools: Make analytics reporting and visualization easier by integrating with traditional enterprise BI tools like Tableau, Domo, Qlik, Looker and Microsoft Power BI to enhance the data they hold.
  • Holistic BI: Get a more comprehensive view of business metrics across data sources and brand performance on social media, all collected and displayed in one place through data connectivity and data merging.
  • Data Visibility: Gain visibility into business data and understand where the business is at via real-time dashboards and reports.
  • Analytics On-the-Go: Retrieve data from the cloud-based architecture any time, anywhere with an internet connection, unlike on-premise solutions. Access the platform via a native app for both iOS and Android mobile devices as well as via web browsers.
  • Boost Collaboration: Align all stakeholders and employees with organizational goals by collaborating and sharing data with others internally and externally, whether in real time or periodically.
  • Scalability: Pay only for the required level of functionality and upgrade, downgrade or cancel the plan at any time. Add additional dashboards to any plan at a flat rate or consult the support team for a custom solution that can support hundreds to thousands of dashboards at once.
  • Free Trial: Test it firsthand through a free 14-day trial.
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  • Data Connectivity: Integrates directly with most major sources, including Amazon Redshift, Google BigQuery, Google Sheets, MySQL, PostgreSQL, Snowflake, Amazon Athena, Amazon Aurora, Amazon RDS, CSV file uploads, Microsoft Azure, Microsoft SQL Server, Oracle and more. Databases remain secure as the solution maintains read-only access either through direct, encrypted cloud connections or SSH tunneled connections to cloud, hybrid or on-premise environments.
  • Data Blending: Draws data from multiple data sources to a single central database without altering the source data.
  • Visual SQL: Anyone can have the power of an analyst and form SQL queries with an intuitive drag-and-drop interface — no coding necessary. Explore, transform and visualize data. Makes data analysis more accessible for all while making more complex SQL analysis easier for pros, who can toggle to the raw text-based SQL editor at any point.
  • Data Visualizations: Build visually appealing charts and graphics that identify trends, patterns and outliers within datasets. Customize visualizations in any way, with chart options including area charts, bubble maps, bar charts, line charts, maps, pie charts, funnel charts, scatter plots, tables and more. 
  • Auto Chart Wand: Click the wand icon to auto-select the most suitable chart type for the data. 
  • Customizable Dashboards: Design interactive dashboards that provide the perfect portal for all crucial metrics in one place. Customize the layout and details of dashboards, and then save these styles as custom themes for other team members to use — or select from a variety of pre-set options.
  • Intuitive Data Exploration: Hover over charts to explore metrics, click on charts to drill down into filters and scroll around a dashboard to engage with visualizations. Dig deeper with slice and dice filters, sorting options and search capabilities. 
  • Snapshots: Automatically saves a PDF copy of selected dashboards at pre-set daily times. Travel through time to review historical data, track how metrics have changed and save information, maintaining accurate records for audits.
  • Comment on Dashboards: Invite teammates to join dashboards and control their level of editing access. Discuss insights, exchange feedback or request help through inline commenting and mention tagging, without leaving dashboards. Stay informed of new replies and mentions through email notifications and in-app alerts.
  • Sharing Options: Embed a real-time interactive version of a dashboard into other applications or sites with a customizable code snippet. Share dashboards via scheduled email alerts or download them in various file formats like PDF, PNG or SVG for optimal sharing and collaboration. Connect to Slack and share insights directly to team channels or conversations.
  • Alerts: Schedule a query to run at designated intervals and if the value returned meets a specified threshold, designate an email alert to send to any party, licensed or not. Integrate alerts with email, third-party automation software, or slack. 
  • Permissions: Establish teams for each department — for example, sales, marketing, support, etc. — and assign permissions for dashboards and data sources to the entire group. Manage permissions on an even more granular level, down to a per-user basis.
  • Data Connectivity: Integrates directly with most major sources, including Amazon Redshift, Google BigQuery, Google Sheets, MySQL, PostgreSQL, Snowflake, Amazon Athena, Amazon Aurora, Amazon RDS, CSV file uploads, Microsoft Azure, Microsoft SQL Server, Oracle and more. Databases remain secure as the solution maintains read-only access either through direct, encrypted cloud connections or SSH tunneled connections to cloud, hybrid or on-premise environments.
  • Data Blending: Draws data from multiple data sources to a single central database without altering the source data.
  • Visual SQL: Anyone can have the power of an analyst and form SQL queries with an intuitive drag-and-drop interface — no coding necessary. Explore, transform and visualize data. Makes data analysis more accessible for all while making more complex SQL analysis easier for pros, who can toggle to the raw text-based SQL editor at any point.
  • Data Visualizations: Build visually appealing charts and graphics that identify trends, patterns and outliers within datasets. Customize visualizations in any way, with chart options including area charts, bubble maps, bar charts, line charts, maps, pie charts, funnel charts, scatter plots, tables and more. 
  • Auto Chart Wand: Click the wand icon to auto-select the most suitable chart type for the data. 
  • Customizable Dashboards: Design interactive dashboards that provide the perfect portal for all crucial metrics in one place. Customize the layout and details of dashboards, and then save these styles as custom themes for other team members to use — or select from a variety of pre-set options.
  • Intuitive Data Exploration: Hover over charts to explore metrics, click on charts to drill down into filters and scroll around a dashboard to engage with visualizations. Dig deeper with slice and dice filters, sorting options and search capabilities. 
  • Snapshots: Automatically saves a PDF copy of selected dashboards at pre-set daily times. Travel through time to review historical data, track how metrics have changed and save information, maintaining accurate records for audits.
  • Comment on Dashboards: Invite teammates to join dashboards and control their level of editing access. Discuss insights, exchange feedback or request help through inline commenting and mention tagging, without leaving dashboards. Stay informed of new replies and mentions through email notifications and in-app alerts.
  • Sharing Options: Embed a real-time interactive version of a dashboard into other applications or sites with a customizable code snippet. Share dashboards via scheduled email alerts or download them in various file formats like PDF, PNG or SVG for optimal sharing and collaboration. Connect to Slack and share insights directly to team channels or conversations.
  • Alerts: Schedule a query to run at designated intervals and if the value returned meets a specified threshold, designate an email alert to send to any party, licensed or not. Integrate alerts with email, third-party automation software, or slack. 
  • Permissions: Establish teams for each department — for example, sales, marketing, support, etc. — and assign permissions for dashboards and data sources to the entire group. Manage permissions on an even more granular level, down to a per-user basis.
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  • Data Connectivity: Retrieve data from thousands of different data sources with hundreds of built-in data connectors that include many of the most commonly sought-after data points. Connect to even more types of data with custom queries made through open web services. Or, pull data from SQL databases by uploading files the old-fashioned way and establishing FTP server connections.
  • Insight into Social Media: Blend social media data with other proprietary business data to interpret and present brand performance on social platforms such as LinkedIn, Twitter, Facebook and more.
  • Automated Data Retrieval: Automate data retrieval for visualizations from a range of data sources that automatically update on detecting a change in users’ data. Refreshes every 30 minutes by default, but can refresh at a faster rate on certain subscription plans.
  • Data Merging: Mash up information from disparate data sources to create insights that track desired KPIs with a more holistic view of business performance.
  • Data History With PowerMetrics: Leverage PowerMetrics to track and store multi-dimensional data points for metrics and provide continuous insights into current and historical information even for data services that don’t offer history, i.e. social media feeds. Explore historical trends by comparing time periods.
  • Data Visualizations: Maximize a dashboard’s visual impact by choosing from 15 different types of customizable visualizations.
  • Self-Service Interactivity: Deep-dive into dashboards by filtering and segmenting data by specific dimensions or adjusting date ranges. Gain context from insights with automatic trend lines and applied actions like grouping, filtering, aggregating and sorting.
  • Pre-built and Customizable Dashboards: Easily create dashboards by choosing a pre-built dashboard from a range of template options or create an entirely customized one.
  • Targets and Indicators: Keep track when metrics fall below or reach conditional pre-set thresholds with notifications and indicators that alert of both trends and potential issues or successes.
  • Sharing: Share access to dashboards and visualizations with a single click and download them as images or PDFs for sharing across social media or messaging apps. Set up scheduled reports to be distributed to a specific list of members on a regular basis. Embed dashboards into websites or other applications, display on TVs, or make them public for easy visibility with custom generated URLs.
  • Search Function: Search for data points, visualizations or dashboards using natural query language (NQL) search function, similar to how one would search using Google or other search engines.
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Product Ranking

#43

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#19

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User Sentiment Summary

Great User Sentiment 343 reviews
Excellent User Sentiment 578 reviews
89%
of users recommend this product

Chartio has a 'great' User Satisfaction Rating of 89% when considering 343 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Klipfolio has a 'excellent' User Satisfaction Rating of 93% when considering 578 user reviews from 5 recognized software review sites.

5.0 (11)
4.7 (28)
4.5 (246)
4.6 (165)
4.6 (34)
4.73 (169)
n/a
4.7 (164)
4.4 (5)
n/a
3.9 (47)
4.6 (52)

Awards

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Klipfolio stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Data Analysis: All of the users who reviewed this platform for data analysis said that it delivers valuable, accurate insights and a variety of options for digging deeper.
Ease of Use: Of the reviews which mentioned ease of use, more than 88% said that this is an excellent tool for non-technical users, with an intuitive user interface.
Data Visualization: About 80% of users who reviewed this feature said that the solution does a good job of visualizing data and metrics to facilitate easy understanding.
Navigation: It is easy to navigate through different tools and options in the system; as observed by 60% of users who talked about navigation.
Collaboration: Of the reviews which referenced its sharing and collaboration features, more than 91% said it excels in bringing users together and empowering a data-driven culture.
Short Learning Curve: According to 82% of users who reviewed its learning curve, this solution is quick and easy to pick up, especially thanks to the resources provided by the vendor.
Support: Support is both helpful and proactive, and the vendor incorporates feedback into future updates, according to 88% of users who reviewed their support offerings.
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Data Management: Approximately 94% of users who mentioned data preparation said that the platform helps create focused data models to power insightful and dynamic project dashboards.
Data Source Connectivity: Around 81% of users who mentioned its integration capabilities said that the tailored integration options of the platform are complemented by easy-to-use APIs and SQL queries to pull data from disparate data sources.
Functionality: Approximately 79% of users who reviewed its functionality said that the platform has a multitude of features for self-service data analysis to efficiently acquire valuable business insights.
Service and Support: Around 96% of users who reviewed support services said that they were very responsive and helpful, with fast turnaround times.
Cost: The free trial period is a big plus, and the solution gives value for money, approximately 81% of users who reviewed the tool’s cost said.
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Speed: Of the users who mentioned its speed, approximately 83% said that it loads too slowly, with timeouts for especially large queries.
Price: About 63% of users who reviewed its cost said that it’s too expensive, especially when adding the embedding feature to their plan.
No Mobile App: All of the users looking for a mobile app said that there currently is no application for mobile devices available.
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Speed: All users who reviewed its speed say that the platform is slow to load, with noticeable latency in data refresh.
Steep Learning Curve: Approximately 78% of users who reviewed training say that there is a steep learning curve to the platform, especially for formulas and functions.
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Chartio is a SaaS BI tool that rates quite highly with its user base, thanks to a myriad of unique benefits and features that help companies save time and increase productivity. Most significantly, many reviews focused on its ease of use — not only is the platform user-friendly and intuitive, with a clean, drag-and-drop interface, but it’s also designed to help users build SQL queries without coding knowledge. Easy to pick up, it’s also easy to master, with a remarkably short learning curve due to built-in tools and tips, as well as an abundance of vendor-provided documentation, online resources and proactive customer support. Many users reported that this tool increased organization-wide data literacy and reduced reliance on their IT, R&D and analyst departments by providing truly self-service BI. In addition, it facilitates smooth collaboration and painless sharing of insights. Users also praised its data analysis functionality, which gives insight into overarching trends while inviting deeper exploration at a granular level through flexible filters, slice-and-dice tools and drill-down capabilities. This tool’s data visualization and dashboarding features, while lacking in some customization compared to competitors, help users track KPIs and see metrics from all of their data sources in one place. However, some reviews mentioned that this solution suffers from slow loading times and refresh rates, especially with larger data sets. Another con cited by several users is its cost: while some say that it’s affordable, others say that it’s too expensive for what it provides and that the price hike associated with adding embedding to pricing plans is too high. For businesses specifically looking for a mobile app, this tool may not be the right fit, as there is currently no mobile app. Though it lacks some advanced features needed by power users or provided by other alternatives, some reviews said that this is a trade-off for its ease of use with business users. Overall, Chartio is a great fit for businesses seeking to empower all their employees with data-driven decision making and encourage them to discover their own insights, while reducing the burden on their IT department.

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Klipfolio is a business intelligence tool that empowers users to visualize, analyze and share business data to track product trends. With powerful data querying capabilities via SQL and APIs, the solution integrates well with a multitude of applications. Users leverage its rich visualization libraries and strong data modeling capabilities to create impactful data dashboards, though some users said that the platform was sometimes buggy and had a limited scope in managing complex KPIs. With its vast range of features, users create and share reports on data that matters via URLs, PDFs, scheduled emails and snapshots to power decision-making processes. Approximately 96% of users who mentioned the platform’s support services said that the team was helpful and responsive. Most of the users who mentioned pricing said that the solution was affordable for organizations of all sizes and provided value for money. The solution does have some limitations though. All users who reviewed it for speed said that the platform slowed down, especially when applying filters, large file uploads and data refresh. Of users who reviewed its data integration capabilities, some said that the data source limit of 10 MB that comes with certain pricing plans can be limiting, especially when working with larger Excel and CSV files. Of users who mentioned cost, a few said that the additional fee for the periodic data refresh feature was a burden, though the introductory free trial offer could be quite attractive for new users. In summary, Klipfolio is a web and cloud-based BI solution that offers a range of data integration, KPI monitoring and dashboarding capabilities to empower data-driven decision-making across organizations.

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