If you’re handling weekly reports for five different clients, you need something fast.
You want to pull data from all your platforms, drop it into clean dashboards, and send it off without digging through settings or building every chart from scratch.
That’s where Klipfolio can start to slow you down. It gives you flexibility, but it also expects you to set up everything yourself.
The platform works more like a powerful business intelligence platform than a marketing dashboard. And if you’re not technical, that gets frustrating fast.
In this article, you will learn which Klipfolio alternative tools are easier to use, better for marketing agencies, and built to help you move faster.
Automate your reports, track results faster, and focus on strategy. Book a TapClicks demo today!
What Is Klipfolio?
Image Source: klipfolio.com
Klipfolio gives you a way to build unlimited dashboards from scratch. You can connect your own data, choose how you want to visualize it, and customize each metric.
But the setup takes time. You’re responsible for building everything manually, from pulling multiple data sources to designing each widget on the screen.
Even if you’re using Klipfolio PowerMetrics, each dashboard needs to be set up one at a time. Each chart or table has to be linked to the right source.
You don’t get a lot of ready-to-go report templates, so you end up recreating the same structure over and over for each client.
That’s because Klipfolio is closer to a business intelligence tool than a marketing platform. It gives you control but expects you to know what you’re doing.
If you’re not tech-savvy, it’s easy to get stuck. You have to spend more time figuring out how to make it work and less time actually reviewing the numbers.
Why Look for a Klipfolio Alternative?
If you’re creating reports on a regular basis, you don’t want a tool that slows you down. You want something fast, simple, and built for how marketers actually work.
Klipfolio can get in the way of that, especially when your team is handling multiple data sources and tight deadlines.
Some of the reasons why many marketing agencies start looking for a Klipfolio alternative include:
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Steep learning curve - Klipfolio gives you full control, but it expects you to know how to use formulas, connect data, and build everything from scratch. If your team doesn’t have coding skills, just setting up a dashboard can take longer than it should.
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Time-consuming setup - Each dashboard starts blank. You have to build every widget, link it to a data source, and design how the data gets displayed. That might be fine for one client, but it adds up fast when you’re managing 10 or 20.
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Slower performance with large datasets - If you’re pulling in data from multiple sources or working with detailed campaign-level information, Klipfolio can lag. Slow dashboards make it harder to get answers when you need them.
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Limited support - If you run into an issue, you might be stuck waiting. Some users report delays when contacting the support team or not getting the help they expected.
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Higher cost for advanced features - Features like custom themes, single sign-on, and white label options are locked behind higher-tier plans. That can drive up the cost fast if you need to use Klipfolio across all your clients.
6 Best Klipfolio Alternatives for Marketing Agencies
These six Klipfolio alternatives give marketing agencies the features they need without the time-consuming setup.
1. TapClicks
After testing Klipfolio’s demo and reviewing feedback from G2 and TrustRadius, we found two major differences between Klipfolio and TapClicks:
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How much usable data you can pull from each integration
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How each platform handles client onboarding
In the sections below, we break down both points so you can decide which platform better fits your team.
We’ll also show how agencies use TapClicks to bring all their data into one dashboard and simplify reporting from start to finish.
Klipfolio PowerMetrics vs. TapClicks: How Much Data You Can Actually Use
Both TapClicks and Klipfolio connect to a large number of platforms. But the real difference is what each tool lets you do with that data once it’s connected.
TapClicks offers over 250+ Instant On connectors, covering platforms like Facebook Ads, Google Analytics, Salesforce, and more.
You don’t need API knowledge or tech support to get started. Log in to your TapClicks account, go to Data Sources, pick the platform, and connect it with a few clicks.
Let’s say you want to bring in email data from MailChimp. You click the MailChimp connector, log in, and authorize the sync. That’s it. TapClicks starts pulling the data without any setup on your end.
And if we don’t have a built-in connector for a tool you use, we still have options for pulling that data into the platform.
Why Data Depth Matters
What sets TapClicks apart isn’t just the number of integrations. It’s how deep the data goes.
Take Facebook Ads. A basic integration might give you top-level campaign data, like clicks and conversions. But that’s not enough if you want to see which demographics respond best to your ads.
When you run a campaign on Facebook, you’re working with layers: campaigns, ad sets, targeting options, and creatives.
TapClicks gives you access to all of that. You can break down performance by age, gender, region, and creative. You can track results at the exact level at which you planned your campaign.
Klipfolio PowerMetrics does not go that deep. You get surface-level metrics, but you miss the full picture. Without that detail, your team cannot make strong decisions.
Klipfolio PowerMetrics vs. TapClicks: Setting Up Clients Without the Extra Work
Setting up a new client in Klipfolio takes time. Even with PowerMetrics, you still have to build a dashboard for each client or campaign from scratch.
TapClicks removes that extra work. Instead of starting over each time, you create one dashboard template. You can filter it by client, campaign, or data view, which makes onboarding fast and repeatable.
To add a new client, go to the Admin section, click Clients, and select Add New Clients. Enter their name and upload their logo, and TapClicks applies that branding to all reports.
Next, assign data sources. Click the green plug icon next to a platform, choose the right account and client, and save it. TapClicks connects the data automatically.
From there, you can build the dashboard. Go to reports, click dashboards, and create a new one.
You can use templates designed for social media, email, Facebook Ads, Mailchimp, and more. These templates come preloaded with metrics that matter to marketers.
If any data connection is missing, TapClicks highlights it and guides you through fixing it. Once the dashboard is ready, you can adjust the timeframe, select your metrics, and export the final report.
You can send it as a PDF or Excel file or give clients real-time dashboard access.
Creating Widgets
Klipfolio’s widget builder slows teams down. Reviews mention a steep learning curve and confusing setup.
You have to choose the right data fields manually, and if you create a bad combination, the system won’t alert you until the end. It won’t tell you what went wrong, either. Without data expertise, you’re stuck guessing.
TapClicks makes the process easier. You click to create your first widget and land on a clean setup screen.
From there, you name your widget, choose the platform, select the data view, and pick the performance metrics and dimensions.
You can group Facebook Ads data by campaign, region, device, or creative, then display it as a graph or table.
Once you save the widget, you can reuse it across other clients or dashboards. You won’t waste time rebuilding the same setup again and again.
That means your team can focus on performance instead of formatting.
2. AgencyAnalytics
Image Source: agencyanalytics.com
AgencyAnalytics gives marketing agencies a faster way to build and send reports. It connects with over 80 platforms, including Google Ads, Facebook Ads, and Google Analytics, so you can pull data without using a third-party connector.
It also comes with a full set of ready-made report templates, which makes setup faster, especially if you’re working with many clients.
The platform includes white-labeling, SEO tracking tools, and built-in AI insights that help your team understand performance without digging through raw data.
You can also manage both staff and client access in one place, making it easier to organize accounts as your agency grows.
Pros:
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A large collection of templates helps speed up report creation
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Pricing is more affordable than other tools with similar features
Cons:
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You can’t push data to BI platforms or connect to data warehouses
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Limited data transformation options, which may not work for larger agencies
3. Whatagraph
Image Source: whatagraph.com
Whatagraph for marketing teams that want to turn complex data into clean, easy-to-read reports.
It connects to over 55 out-of-the-box platforms, and if you need more, you can set up custom data integrations through Google Sheets, BigQuery, or their API.
You can build reports using drag-and-drop widgets, create custom metrics and dimensions, and even blend data across platforms.
The platform includes templates for dashboards and reports, so you don’t need to start from scratch each time.
You can also automate report delivery by email, export to Excel or CSV, and give clients access to live dashboards.
For agencies that use SQL databases like BigQuery or Looker Studio, Whatagraph supports direct no-code transfers so that it is easier to handle large datasets.
If you plan to continue data analysis in another business intelligence tool like Power BI, you can export your Whatagraph data as Excel or CSV files.
Branding is also fully customizable with white-label features.
Pros:
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Pre-made templates make it easier to turn raw data into clear visual reports
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Built-in data visualization tools help teams spot trends and performance gaps quickly
Cons:
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No free plan is available
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Can get expensive for small businesses or solo users
4. Tableau
Image Source: tableau.com
Tableau works well for large enterprises that have the resources to manage data pipelines, prepare datasets in advance, and build fully customized dashboards.
The platform includes a drag-and-drop interface, which helps speed up the process of visualizing complex data.
However, it still assumes you’re working with a team that knows how to prepare data before analysis.
It includes tools like Tableau Prep, which lets you clean and combine data before bringing it into the dashboard.
Meanwhile, Tableau Data Management helps organize data flows and keep track of where the information is coming from.
Tableau Catalog gives a full view of your data assets, making it easier to trace sources and identify data quality issues.
For larger operations, Tableau Prep Conductor and Advanced Management features help scale and manage analytics across teams.
Pros:
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Supports real-time data analysis across large and diverse datasets
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Built-in collaboration tools allow teams to work together on dashboards
Cons:
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Can be slow when handling large datasets
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Doesn’t support in-platform data cleaning
5. NinjaCat
Image Source: ninjacat.io
NinjaCat is built for agencies that focus heavily on paid media and SEO reporting.
It supports detailed PPC and SEO performance tracking, which gives your team the ability to monitor ad spending and campaign performance from a central place.
You can also customize dashboards with your own branding and use white-label options to send client-ready reports.
The platform includes “white-glove” initial setup and onboarding, which means NinjaCat’s dedicated product specialist helps you get up and running.
You can further send reports to different destinations and build fully branded dashboards without using third-party tools or custom code.
Pros:
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Supports delivery to different platforms or formats
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Lets you fully brand your reports for a clean, client-facing experience
Cons:
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Dashboards are separated by workspace, which can make it harder to get a full view across campaigns
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Doesn’t save changes automatically, so you risk losing work if the system crashes
6. Improvado
Image Source: improvado.io
Improvado is an analytics platform that supports large-scale reporting needs by helping marketing teams collect, organize, and transfer data across platforms without constant manual work.
It offers over 500 pre-built connectors and gives you access to all of them, no matter which plan you choose.
You can link multiple accounts per data source, and if you need a custom connector or metric, Improvado will build it on request within a few weeks.
The platform also automates data transformation through both pre-configured pipelines and a self-service engine.
These workflows save teams hours every week by eliminating the need to clean and restructure data manually. You can store your data using a range of supported options.
For campaign monitoring, Improvado includes marketing governance tools that track brand-level metrics, flag anomalies, and help with ROAS optimization.
Pros:
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Lets you export data to major BI and visualization tools
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Covers a wide range of native integrations
Cons:
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May lack some built-in features that come standard in other reporting tools
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Doesn’t connect with as many external tools as some competitors
Questions to Ask Before Switching From Klipfolio
Before you make the switch to another platform, take a moment to map out what your team actually needs. Not every tool will solve the same problems, and not every feature is worth paying for.
These questions will help you figure out which Klipfolio alternative fits your workflow:
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Reporting channels - What platforms do you need to pull data from? Make sure the tool supports everything you use, from Google Ads to Facebook, LinkedIn, and beyond.
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White-label reporting - Do you need to send branded reports to clients? Look for tools that offer full white-label options so you can apply your logo and styling.
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Technical skills - How comfortable is your team with data setup? If your team doesn’t use SQL or manage complex data models, avoid tools that require heavy manual configuration.
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Budget - How much are you willing to spend? Some tools charge per user, while others offer unlimited users or pricing based on the number of clients.
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Live dashboards vs. scheduled reports - Do your clients need real-time performance tracking, or will weekly or monthly reports work? Choose a tool that fits the rhythm of your reporting process.
Move From Klipfolio to an All-In-One Marketing Solution With TapClicks
When using Klipfolio, you have to spend more time setting up dashboards, managing data connections, and troubleshooting issues.
Even PowerMetrics, which is marketed as the simpler option, often feels too technical for busy marketing teams.
TapClicks takes a different approach. It pulls detailed data from your integrations, not just surface-level metrics.
You can track performance by campaign, ad set, creative, region, or device without setting up complex queries.
Dashboard creation is also faster. You can apply templates, set filters, and scale across clients without repeating the setup. Each report is easy to adjust and ready to share.
But TapClicks goes beyond report automation. You can manage workflows, track tasks, and connect reporting to campaign execution.
Everything runs on the same platform. You don’t need to switch between tools or export data to build summaries manually.
TapClicks helps agencies and in-house teams work faster by combining data, reporting, and operations in one place.
If you want a platform that simplifies reporting without cutting corners on the insights, this is the better option.
FAQs About Klipfolio Alternative
Who are the competitors of Klipfolio?
Klipfolio competes with reporting and dashboard tools like TapClicks, Whatagraph, AgencyAnalytics, Tableau, NinjaCat, and Improvado.
These platforms also help marketers and analysts track data from different sources and present it in client-ready dashboards.
What is Klipfolio used for?
Marketing agencies use Klipfolio to create custom dashboards and visual reports by pulling data from various platforms.
It allows users to build data visualizations, track KPIs, and monitor performance metrics across marketing, sales, and business operations.
What is a free alternative to Geckoboard?
A free alternative to Geckoboard is Google Data Studio. It offers dashboard creation, data visualization, and native integrations at no cost, though it requires more setup and technical knowledge.
What is the meaning of Klipfolio?
The name Klipfolio combines the words “Klip,” referring to its data visualization widgets called Klips, and “folio,” suggesting a portfolio or collection.
It reflects the platform’s purpose of helping users organize and present data through customized dashboards.