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 Basic subscription plan starts at $275 per month (annually). It includes many features, such as:

  • Licenses for up to five users
  • 5 GB data storage
  • A shared database
  • Unlimited alerts, tables, data flows, dashboards and reports
  • Data connectors: files and storage, social and marketing
  • 5,000 data refreshes per month
  • Dashboard live links
  • Ask AI
  • Mobile and Excel plug-in
  • Optional onboarding packages


The Team subscription plan starts at $488 per month (billed annually). In addition to the features of the Basic plan, it has:

  • Licenses for up to 25 users
  • 15 GB data storage
  • Data connectors: files and storage, social and marketing, web services, cloud apps
  • 15,000 data refreshes per month
  • Data streams
  • 5,000 API calls per month
  • 1,000 geocoding conversions per month


The Enterprise subscription plan starts at $724 per month (billed annually). In addition to the features of the Team plan, it has:

  • Licenses for up to 50 users
  • 25 GB data storage
  • Data connectors: files and storage, social and marketing, web services, cloud apps, databases, cloud databases, enterprise apps
  • 25,000 data refreshes per month
  • In-app chat and support sessions
  • 10,000 API calls per month


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
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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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