Build a FreshBooks dashboard with Klipfolio
With Klipfolio, you can build a custom FreshBooks dashboard that lets you manage your company’s income and expenses. Use a real-time dashboard to stay on top of your key accounting metrics. Learn how to connect to FreshBooks with Klipfolio.
How to build a FreshBooks dashboard
There are two ways to build finance dashboards in Klipfolio:
- Klip Gallery - Use pre-built FreshBooks metrics
- Connector Gallery - Use the Connector Gallery to create a custom FreshBooks dashboard
Use pre-built FreshBooks metrics
Assemble a FreshBooks dashboard by selecting pre-built metrics from the Klip Gallery.
Monitor your business expenses for the time period of your choice and see if you spent as much during the previous period.
Bring your key accounting puzzle pieces - Income, Expenses, and Profit - together to help you make actionable decisions. Choose the time period of your choice from the drop-down menu, and compare to the previous period.
Maintain the financial health of your business with this simple, real-time report on revenue for the time period of your choice.
Use the Connector Gallery to create a custom FreshBooks dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your FreshBooks 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 FreshBooks data with other relevant data (i.e. Salesforce) to get a deeper understanding of how you’re performing.
Learn more about working with the FreshBooks API and how you can start building your own FreshBooks queries in Klipfolio.