Build an Insightly dashboard with Klipfolio
With Klipfolio, you can build a custom Insightly dashboard to keep track of your leads, proposals, opportunities, and projects. Use a real-time CRM dashboard to manage your lead lifecycle and campaign performance.
How to build an Insightly dashboard
There are two ways to build CRM dashboards in Klipfolio:
- Klip Gallery - Use pre-built Insightly metrics
- Connector Gallery - Use the Connector Gallery to create a custom Insightly dashboard
Use pre-built Insightly metrics
Assemble an Insightly dashboard by selecting pre-built metrics from the Klip Gallery.
Monitor the total value of wins over the past 30 days, and compare it to the total from the previous 30 days.
Use the Connector Gallery to create a custom Insightly dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Insightly account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out custom visualizations in Klipfolio. You can also combine your Insightly data with other relevant data (i.e. Google Analytics) to get a deeper understanding of how you’re converting users.
Learn more about working with the Insightly API and how you can start building your own Insightly queries in Klipfolio.