What do you like best?
Overall, I like the flexibility and quality support of this solution the best. You can connect to any major data source, and Klipfolio is always there via chat, email or phone to help walk through difficult formulas or connect to a complex data source. They have powerful, (and easy to use) visualizations and most importantly, listen to and care about their customers. They are constantly improving their product, and actively encourage feedback and new feature requests. I also love how I can use their pre-built Klips and templates for quick (and visually appealing) reports.
What do you dislike?
Initially, there was quite a steep learning curve (however I started my Klipfolio journey over a year ago which they have since, improved their product to eliminate many of my early frustrations). Although they make many normally complex tasks and make them easy , there are a few tasks that are normally easy that I find are unnecessarily complex but given the alternative (which for me was excel/google sheets) it was nothing. I do think you need to make a commitment to continually learn to get the most value from Klipfolio as a solution. Although it is easy to get started, it does require a commitment to maintain the data and the dashboards if you are going to use them (which I hope you are) to make smarter decisions.
Recommendations to others considering the product
Definitely worth the trial! Make sure you have the time to commit to learning it and making use of the trial. Don't hesitate to reach out to Klipfolio for help, they have countless (well documented, and helpful!) resources.
What business problems are you solving with the product? What benefits have you realized?
For us, it was more of a compatibility issue at first. I built dashboards in excel (not live, but ones I manually updated for him each week - with limited automation) , however, everyone was on Macs, and my dashboards were hard for the exec team to even read. Although Google sheets was a temporary solution for us, the visualizations were hard, inflexible, and time-consuming and coming from excel, the dashboard took a huge hit from a visual stand-point. Even though I was still reporting on the same numbers, no one could look at the dashboard anymore, it was ugly, and no one knew where to look and the story it was telling. We then went out looking for solutions. The next consideration was cost and Klipfolio won hands down in that department. It solved our visualization problems, and it solved the problem of accessibility (now everyone can not only view but also create their own dashboards!) Now although we are still very much in the early stages of our dashboard journey, we have everyone looking at their data , setting goals, asking questions, and making decisions, all with data that was always there, but never displayed in a meaningful enough way to act on.