Build a Harvest Dashboard with Klipfolio

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Build a Harvest dashboard with Klipfolio

With Klipfolio you can build a custom Harvest dashboard to track your invoicing, payments, and time tracking. Manage and measure the efficiency of your team and company in real-time with a Harvest dashboard. Learn how to connect to Harvest with Klipfolio.

How to build a Harvest dashboard

There are two ways to build Harvest dashboards in Klipfolio:

  1. Klip Gallery - Use pre-built Harvest metrics
  2. Connector Gallery - Use the Connector Gallery to create a custom Harvest dashboard

Use pre-built Harvest metrics

Assemble a Harvest dashboard by selecting pre-built metrics from the Klip Gallery.

Klip Template | Harvest - Hours Spent on Project

Hours Spent on Project (Last 7 Days)

Bring time tracking to life by monitoring how many hours you’ve spent working on a project over the past 7 days.

Uses:

Klip Template | Harvest - Hours Spent on Task

Hours Spent on Task (Last 7 Days)

Let this stacked bar chart make it easy to regularly check your project’s billable and non-billable hours.

Uses:

Klip Template | Harvest - Past Due Invoices

Past Due Invoices

Some clients take their time with payments. Use this table to know which clients need a little reminder.

Uses:

Klip Template | Harvest - Time on Project

Time on Project

Whether your project is big or small, always keep track of your hours. Use this Klip to compare your budgeted hours to the total amount of time you’ve spent on the project.

Uses:

Use the Connector Gallery to create a custom Harvest dashboard

With our Connector Gallery, you can create custom API queries to pull in data from your Harvest 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 Harvest data with other relevant data (i.e. Salesforce) to get a deeper understanding of how you’re performing.

Learn more about working with the Harvest API and how you can start building your own Harvest queries in Klipfolio.

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