Customization & Automation

Make every dashboard sing

Enjoy the freedom and flexibility to design, brand, and automate client dashboards your way. From themes and domains to scripting and APIs, Klipfolio helps you deliver tailored reporting experiences.

Klips

Every client is unique — their dashboards should be too. Klipfolio gives you complete control over look and feel and automation. Personalize visual styles, add your branding, manage domain aliases, and use APIs to automate setup, updates, and sharing.

Personalize your dashboards

Clone dashboard templates or start from scratch to create the perfect view for every client. Go beyond colour palettes — adjust layout, fonts, and visual elements with custom CSS and JavaScript for a fully branded experience.

White-labelling

Replace Klipfolio branding with your own. Apply your logo, colours, and product name across dashboards, emails, and the login screen. Change application terminology and create a seamless extension of your brand for every client.

Domain aliasing

Give clients a fully-branded login experience. With a custom domain alias, clients never see app.klipfolio.com. Instead, they sign in directly through your chosen URL.

Automated processes

Save hours on setup and maintenance. With Klipfolio’s REST API, you can automate common tasks like adding users, sharing dashboards, refreshing data sources, and provisioning new client accounts — all through repeatable scripts.

Template-driven efficiency

Start with pre-built dashboards and reuse your best work. Import templates into multiple client accounts, update them centrally from your parent account, and scale without rebuilding from scratch.

Scalable customization

Use company properties to store shared variables — like brand colours, logos, or email domains — and apply them across clients for consistent, automated branding.

Discover how data-driven partners scale smarter with Klipfolio.

Being able to reduce the time spent on manual reporting and focusing on the decision-making really is the key to success. Luckily we have Klipfolio helping with that.

Dimitris Vogiatzis
Analytics Engineer, Growth Digital Agency

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Marketing Agencies

Nakoa Digital

Improved Margins

Your clients deserve the best.

We partner with agencies, consultants, financial advisors, software companies, OEMs, resellers, and integration providers  who share our passion for empowering clients through data. Whether you’re just getting started or scaling up, our team is here to help you every step of the way.

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Strength in numbers. And in stars.

We love what we do. And so do our customers.

Bring your clients’ data
to life with Klipfolio