Home/Business Intelligence Software/Klipfolio Dashboard vs InsightSquaredUpdated on: April 18, 2024

Compare Klipfolio Dashboard vs InsightSquared

95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

A cloud-based business intelligence software that gives you a detailed insight into your business with its customizable dashboards. With Klipfolio, you can connect your dashboard with any database or application and attach any file or data that’s necessary. You can build your own data visualizations or can also edit a number of pre-build data visualizations and dashboards available to make it look the way it best suits your business. Adding users to your account is also very easy, and you can add more than a thousand users to your account. Klipfolio Dashboard also lets you share your dashboards by publishing links that allows a view-only access to it. ..show more

A software that helps your business with its sales intelligence tools and turns your CRM data into well detailed reports to help you make better decisions. Its Tiles and Slate features answer you ad-hoc revenue questions within minutes and provide you with everything you need to have a better understanding of how to forecast and optimize your sales in one place. With InsightSquared’s Attribution reporting feature, you can analyse your marketing performance and view its direct impact on your revenue growth. Its integration with Linkedin Sales Navigator allows you to view LinkedIn Sales Navigator information alongside sales analytics within your existing InsightSquared reports. ..show more

Features

Ad hoc Analysis A statistical model, analytical report or any other type of data summary particularly designed to answer a single, specific business question.

Ad hoc Query Helps in answering a query as and when it arises

Ad hoc Reports Creates impromptu reports as and when the occasion requires

Benchmarking Setting up standards and targets for your team and team members, so that they are performing at their best

Dashboard A digital insight of reports and other workings on a single screen

Data Analysis Helps in analyzing stored raw data and converting them into useful reports

Key Performance Indicators Evaluating and measuring the performance of the business which will help you make informed decisions and correcting past mistakes

Profitability Analysis Forecasting the profitability of any particular proposal or optimizing the profitability of an existing project

Strategic Planning Defining future strategy or direction based on well-detailed reports and forecasts.

Trend Indicators Helps you in understanding the present situation and where your business is heading so that you can make decisions accordingly.

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Ottawa, Canada

Boston, Massachusetts

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Starter
$29 /Month

Features

  • Data Connectors - 300+
  • Users - 2
  • Custom Dashboards - 3
  • Data Refresh Rate - 4 Hours
  • Klip Editor
  • REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History
  • Self-service Data Analysis
Publish
$49 /Month

Features

  • Data Connectors - 300+
  • Users - 5
  • Custom Dashboards - 5
  • Data Refresh Rate - 1 Hour
  • Klip Editor
  • REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History (New!)
  • Self-service Data Analysis (New!)
  • Scheduled Emails
  • PDF Reports
  • Published Links - Public
Grow
$99 /Month

Features

  • Data Connectors - 300+
  • Users - Unlimited
  • Custom Dashboards - 15
  • Data Refresh Rate - 1 Hour
  • Klip Editor
  • REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History (New!)
  • Self-service Data Analysis (New!)
  • Scheduled Emails
  • PDF Reports
  • Published Links - Password Protected
  • Add Your Logo
Team
$199 /Month

Features

  • Data Connectors - 300+
  • Users - Unlimited
  • Custom Dashboards - 30
  • Data Refresh Rate - 15 Minutes
  • Klip Editor
  • REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History
  • Self-service Data Analysis
  • Scheduled Emails
  • PDF Reports
  • Published Links - Password protected
  • Add Your Logo
  • Single Sign On
  • Priority Support
  • Scheduled Data Warm Up
Team+
$399 /Month

Features

  • Data Connectors - 300+
  • Users - Unlimited
  • Custom Dashboards - 60
  • Data Refresh Rate - 1 Minute
  • Klip Editor
  • REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History (New!)
  • Self-service Data Analysis (New!)
  • Scheduled Emails
  • PDF Reports
  • Published Links
  • Add Your Logo
  • Single Sign On
  • Priority Support
  • Scheduled Data Warm Up
  • Performance Boost Package
  • Ninja Services - 3 months Ninja included
Partner Publish
$49 /Month

Features

  • Client Management
  • Data Connectors - 300+
  • Users - 5
  • Custom Dashboards - 5
  • Dashboard Top-Ups - Add 5 for $25
  • Data Refresh Rate - 1 hour
  • Klip Editor
  • Klipfolio REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History (New!)
  • Scheduled Emails
  • PDF Reports
  • Published Links - Public
Partner Grow
$99 /Month

Features

  • Client Management
  • Data Connectors - 300+
  • Users - Unlimited
  • Custom Dashboards - 15
  • Dashboard Top-Ups - Add 5 for $25
  • Data Refresh Rate - 1 hour
  • Klip Editor
  • Klipfolio REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History (New!)
  • Scheduled Emails
  • PDF Reports
  • Published Links - Password protected
  • Add Your Logo
Agency Lite
$249 /Month

Features

  • Client Management
  • Data Connectors - 300+
  • Users - Unlimited
  • Custom Dashboards - 15
  • Dashboard Top-Ups - Add 5 for $25
  • Data Refresh Rate - 15 Minutes
  • Klip Editor
  • Klipfolio REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History (New!)
  • Scheduled Emails
  • PDF Reports
  • Published Links - Password protected
  • Add Your Logo
  • Remove Klipfolio branding
  • Single Sign On
  • Priority Support
  • Scheduled Data Warm Up
Agency Pro
$549 /Month

Features

  • Client Management
  • Data Connectors - 300+
  • Users - Unlimited
  • Custom Dashboards - 30
  • Dashboard Top-Ups - Add 5 for $25
  • Data Refresh Rate - 15 Minutes
  • Klip Editor
  • Klipfolio REST API
  • 100+ Data Manipulation Functions
  • Data Merging
  • PowerMetric Data History (New!)
  • Scheduled Emails
  • PDF Reports
  • Published Links - Password protected
  • Add Your Logo
  • Remove Klipfolio branding
  • Single Sign On
  • Priority Support
  • Scheduled Data Warm Up
View Price Page
Insight Squared
Custom

Features

  • AI Sales Forecasting
  • Revenue Analytics Dashboards
  • Interactive Pipeline Management
  • Activity Capture
  • Conversation Intelligence and Call Recording
  • Guided Selling and Sales Coaching
View Price Page

SCREENSHOTS

Klipfolio Dashboard Screenshots
View 12 screenshot(s)
InsightSquared Screenshots
View 1 screenshot(s)

INTEGRATIONS

    NA
  • Adobe Marketo Engage

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