ClicData Business Intelligence Review

Austin, TX
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ClicData At A Glance

Good: Scalable pricing plans, automatic dashboard refresh when data sources are updated, various options to share dashboards.
Bad: Some users have experienced a steep learning curve.
Bottom Line: BI platform that allows users to connect data from multiple sources and build intuitive dashboards more efficiently.

Product Overview

ClicData is a cloud-based business intelligence platform that connects data from various sources and allows users to create customized dashboards within minutes.

For many businesses, data is stored and shared in multiple systems. With ClicData, users can merge all data into a single data warehouse, create custom dashboards via a drag-and-drop interface, and then share them.

There’s a four-step process for building, sharing and monitoring dashboards with ClicData:

  1. Data is consolidated from multiple sources, regardless of format, into a single data warehouse.
  2. Data is cleaned and transformed via the Extract Transfer Load (ETL) platform.
  3. Users create dashboards and reports from multiple sources via a drag-and-drop interface.
  4. Users publish and share dashboards. Dashboards can be sent via email or published on a company’s intranet, website or social networks.

ClicData is accessible for everyone, regardless of job role or technical expertise. Since it’s housed in the cloud, users can access it from any device. ClicData has native mobile applications for Android and Apple iOS/iPhone so users can view dashboards from their phones or tablets.


ClicData connects to many different applications, such as spreadsheets, databases, customer relationship management (CRM) systems (such as Salesforce or HubSpot), cloud storage (e.g., Box, Dropbox, Google Drive) and social platforms (e.g., Twitter, Facebook, Google Analytics). It also integrates with relational databases (such as Oracle, MongoDB, MySQL and SQL Server) and big data connectors. Additionally, ClicData’s Web Services, Open API and ODBC JSON connections allow users to connect to over 1,000 business applications.

ClicData cleans and transforms data to make it consistent. The Normalize and Standardize features check for correct dates and extra spaces. The solution also makes sure data values that share the same naming convention are standardized (for example, state abbreviations).

In addition, there’s a Data Merge feature that combines data from separate systems into a single table. Data merges don’t have to be performed each time new data is included. Users can just refresh the data source, and the merge automatically updates itself.

The dashboard designer is a drag-and-drop interface with a variety of visualization tools referred to as widgets. Some examples of these tools are charts, tables, images, audio, videos and infographics. The dashboards are automatically refreshed when there’s a change in the data. Dashboards can also be customized to match a company’s branding.

Users can share dashboards with individual colleagues or teams by adding them to a dashboard security list or by email. Dashboards can be exported as PDFs or images, or via Live Link (a link to the dashboard that can be public or password-protected), and settings allow them to be published automatically.

Here are a few other key features of ClicData:

  • Access to historical data so users can go back and compare data after each refresh
  • Ability to set parameters and access to data/dashboards by individual users or teams
  • Alerts on key metrics (e.g., if performance exceeds or falls short of expectations)
  • Ability to send data in real time or trigger data refreshes via REST application programming interface (API)
  • White-label embedded visualizations in client’s internal portal, website or other platforms
  • In-app native language for English, French, German, Spanish and Portuguese.

Target Market

ClicData is targeted to all company sizes in most industry sectors, such as healthcare, media, finance, consulting, digital marketing and retail. It also offers solutions for specific job roles, including marketing, finance and project management.

We’ve listed 10 of its clients below:

  • BRM Consulting Services
  • FDS Consultants
  • Lexmark
  • McDonalds
  • Oncovet
  • OnSharp
  • Planned Property Management
  • Siemens
  • Vjsio Media
  • Wildfire PR

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ClicData offers users a 15-day free trial. Sign-up takes only minutes. It also provides consultation and implementation services, such as:

  • Helping clients figure out their business requirements and goals for using BI software
  • Helping clients learn how to structure data and build key performance indicators (KPIs)
  • Optimizing ClicData visualization widgets, and automating data and dashboards
  • One-on-one training about ClicData’s advanced features

Additionally, ClicData offers its Expert Services feature for clients that need help cleaning data or building complex dashboards. Expert Services staff can connect and transform data, combine data sources, create visualizations and automate dashboard publications.

Customer Service & Support

ClicData offers contextual help, where users can navigate to a help documentation for a specific feature with a single click. It also has a built-in support ticketing system with a typical response of one business day. Users on specific pricing plans can contact support via an in-app chat.

The vendor also provides an online help center (with documentation, FAQs and video tutorials), a library of ebooks and whitepapers, product webinars and dashboard templates.


ClicData provides three subscription pricing plans that’s geared towards a company’s specific needs. They are:


The Business subscription plan starts at $500 per month (annually). It includes many features, such as:

  • Licenses for up to 25 users (up to 250 users at additional costs)
  • 10 GB data storage (up to 100 GB for an additional cost)
  • A shared database
  • Unlimited alerts, tables, data flows and dashboards
  • Embedded analytics
  • Data connectors: files and storage, social and marketing, web services, API, cloud applications
  • 10,000 data refreshes per month (up to 200,000 per month for an additional cost)
  • Standard in-app chat support
  • Optional enterprise application, database and cloud database connectors
  • Optional Data Stream, Live Docs and Reports modules
  • Optional security and auditing features
  • Optional support sessions
  • Optional whitelabeling
  • Optional onboarding packages


The Enterprise subscription plan starts at $3,000 per month (billed annually). In addition to the features of the Business plan, it has:

  • Licenses for up to 300 users (up to 5,000 users at additional costs)
  • 100 GB data storage (can store up to 1 TB for an additional cost)
  • Unlimited reports
  • All data connectors
  • A dedicated standard database with two cores (up to 16 more cores at an additional cost)
  • 500,000 data refreshes per month (up to 1 million per month for an additional cost)
  • Data Stream, Live Docs and Reports modules
  • Security and auditing features
  • Priority support
  • Whitelabeling
  • Optional custom connectors
  • Optional onboarding packages


The Platinum subscription plan starts at $6,000 per month (billed annually). In addition to the features of the Enterprise plan, it has:

  • Licenses for up to 500 users (up to 10,000 users at additional costs)
  • 250 GB data storage (can store up to more than 4 TB for an additional cost)
  • All data connectors, plus custom connectors
  • A dedicated performance database with two cores (up to 16 more cores at an additional cost)
  • 1,000,000 data refreshes per month
  • Dedicated support
  • Optional onboarding packages


Because ClicData is robust, some users have experienced a steep learning curve.

In addition, ClicData provides a features roadmap based on user feedback. Some of the features that may be included in a future upgrade are additional data connectors and API capabilities, a more modern dashboard that supports animation, a data flow Python engine, additional customization features and intelligent assistance.


ClicData Screenshot 1
ClicData Screenshot 2
ClicData Screenshot 3


ClicData has a simple vision: that every company should be able to build and share intuitive dashboards more efficiently, regardless of the data’s size or source. It aspires to be a major player in the cloud-based BI market by providing a simpler analytical tool than its competitors.

The platform was built from three prototypes between 2008 and 2013 based on years of research. Its latest iteration, ClicData i4, debuted in 2015.

ClicData’s world headquarters is in France, while its U.S. headquarters is in Austin, TX. It has other office locations in Canada, the Middle East, South America and Australia.

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