ClicData Business Intelligence Review

Scottsdale, AZ
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ClicData At A Glance

Good: Free account with the option to upgrade to scalable pricing plans, automatic dashboard refresh when data sources are updated, various options to share dashboards.
Bad: Predictive analytics feature isn't offered yet.
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 six-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.
  5. Users monitor metrics and indicators with automatic data refreshes and alerts.
  6. Users set access privileges controlling who can view or comment on dashboards.

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 free account. 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. Expert Services is available for clients on the Teams and Enterprise plans.

Customer Service & Support

ClicData has multiple support options that are included in each pricing tier. Premium and Teams plan users receive email support. They can also submit tickets and view webinars. Along with these features, Enterprise and Dedicated users receive in-app chat support, screen sharing and access to Expert Services.

Users can also access ClicData’s documentation and FAQs on its website, as well as view tutorials and video presentations on its YouTube channel.

In addition to tech support, ClicData’s specialists can resolve billing issues and receive product feedback.


ClicData has four pricing tiers that include various features and unlimited dashboards. All plans have the ability to share live, dynamic dashboards with an unlimited audience, and can be used any way the administrator chooses (i.e., as a Named Viewer, an Editor or an Administrator). Additional named users can be added to any plan as needed.

Premium – The Premium plan costs $71 per month (paid annually) and includes:

  • Licenses for up to 10 users
  • 5 GB data storage (can store up to 10 GB for an additional cost)
  • 5,000 data refreshes a month
  • Ability to convert 1,000 addresses to map locations
  • Ability to connect data from files, cloud storage accounts, social media networks, web feeds, web ads and business applications
  • All widgets except for Gantt and 3D Scatter
  • Data views, data merge, data fusion, data history and data export
  • 10 transformations per data set
  • 5,000 API calls monthly
  • Ability to schedule and email dashboard publications and refreshes
  • Export data/dashboards as an image or PDF
  • Support by email and ticket (in-app chat and phone screen share are optional)
  • Email and Slack alerts when certain data events are triggered

Team – The Team plan costs $238 per month (paid annually). It includes all features of the Premium plan, plus:

  • Licenses for up to 25 users
  • 10 GB data storage (can store up to 15 GB for an additional cost)
  • 15,000 data refreshes a month
  • All widgets
  • 25 transformations per data set
  • Activity log
  • Dashboard parameters
  • Email, Slack, Webhooks and Zapier alerts when certain data events are triggered
  • Data Insight feature
  • Custom branding
  • White-labeling
  • Advanced security features
  • Ability to export dashboards to PDF, image and PowerPoint
  • Public, password-protected and named user link security settings
  • Ability to convert 5,000 addresses to map locations
  • Ability to connect data from databases
  • 15,000 API calls monthly
  • Support by email and ticket

Enterprise – The Enterprise plan is priced at $450 per month (billed annually) and includes all features of the other two plans. It also includes:

  • Licenses for up to 50 users
  • 20 GB data storage (can store up to 25 GB for an additional cost)
  • 30,000 data refreshes a month
  • Ability to connect data with enterprise business applications and cloud databases
  • 50 transformations per data set
  • Converting 10,000 addresses to map locations
  • 30,000 API calls monthly
  • Data flow
  • Support by in-app chat and phone screen share

Dedicated – The Dedicated plan is only available as a custom quote. It includes all of the features of the other plans plus:

  • Licenses for up to 100 users
  • 100 GB data storage (can store up to 8 TB for an additional cost)
  • Unlimited data refreshes
  • 100,000 API calls monthly


ClicData doesn’t offer predictive or forecasting analytics. However, this feature is in the vendor’s roadmap for implementation at a later date. In the meantime, ClicData can connect with machine learning platforms, such as and

Other features in the roadmap include a multi-page report designer, intelligent search, ready-to-use mini data sources and visualizations, and narratives for dashboards.


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 Scottsdale, AZ. It has other office locations in Canada, India, South America and Australia.

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