Build custom reports and dashboards using your HubSpot and QuickBooks data
Trusted by over 50,000 game changers and their teams
Why Klipfolio?
You’ll love Klipfolio because it’s designed for how you work. Putting the right information at your fingertips, always and everywhere, so you can feel confident about your decisions every step of the way.
Bring all your HubSpot and QuickBooks data into one spot
Bring order to a chaotic data universe using Klipfolio dashboards. Draw data from your web app services, database, Excel and Google Sheets to create unified company reports and dashboards.
There’s always a way to get your data into Klipfolio. You can even email it to our system using an attachment.
Deploy HubSpot and QuickBooks reports and dashboards in hours
You can start building your BI reports and dashboards today with Klipfolio. Use the free trial to explore all our features and connect to your data wherever it is.
Have a TV and a casting device in your office? You could have a TV dashboard set up before you head home for dinner tonight.
Check out our gallery of pre-built templates
A great price for a powerful and flexible platform
Klipfolio is priced to help you get the most value out of your data. Start with your team or department and expand to your entire organization. We have plans for every type of business.
Klipfolio plans & pricing that grow with you
Count on world-class support to help get you started
No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none. Our free online support will help you at every step along the way.
Need help with an urgent project? We can build it for you!
We are here to help! Book your free 1-on-1 call with Pilar.
HubSpot pre-built metrics
Blog Subscribers (This Month)
Track the number of subscribers for this month and compare it against the last month subscribers count.
Uses:
Blog Views (This Month)
Compare how many people looked at your blog this month and last month, and use the handy indicator to quickly see if the percentage of views is up or down.
Uses:
Blogs
Use this at-a-glance chart to track when your latest blog posts came out, and what their topic was.
Uses:
HubSpot Landing Page Views
Make sure your website is generating interest by tracking the number of views over the time period of your choice.
Uses:
Landing Page Leads
With data as your secret weapon, turn your landing page in to a lead-generation powerhouse.
Uses:
Landing Page Stats (This Month)
A quick and easy report on the status of a landing page, featuring a list of key landing page metrics for this month.
Uses:
Landing Page Submissions Over Time (This Month)
Track submissions on your chosen landing page this month.
Uses:
Lead Lifecycle
Take your marketing funnel to the next level! This is a complete lead lifecycle funnel with total numbers at each stage, with visualizations of your progress.
Uses:
Leads by Source
Segment your leads by source and discover which sources are bringing in the most and the least leads during the time period of your choice.
Uses:
Revenue This Month
Track your total revenue this month, and compare it to last month and your revenue growth rate.
Uses:
Top 10 Keywords by Visits
Compare your top 10 keywords with the number of visits they generate.
Uses:
Unsubscribed and Bounced Emails (Last 30 Days)
Plot the number of the email recipients that either unsubscribed or bounced within the past 30 Days.
Uses:
QuickBooks pre-built metrics
AP and AR Balance
See your Accounts Payable and Accounts Receivable at-a-glance during the time period of your choice.
Uses:
Customer Balance Summary
Cash-flow can make or break a venture. See which customers are current and which ones owe you money during the time period of your choice.
Uses:
Marketing Expenses and Traffic
Mash up your QuickBooks and Google Analytics data to see how your marketing expenses affect your website traffic within the last 30 days.
Uses:
QuickBooks and Salesforce CAC (Last 30 Days)
Mash up your QuickBooks and Salesforce data to measure your Customer Acquisition Cost over the last 30 days.
Uses:
QuickBooks Expenses
You have to spend money to make money! Monitor your expenses for the time period of your choice and compare it to the previous period.
Uses:
QuickBooks Income and Expenses
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.
Uses:
QuickBooks Revenue
Ensure the financial health of your business is in tip-top shape with this simple, real-time report on revenue for the time period of your choice.
Uses:
Sales by Product
Make sure your products are profitable by monitoring each of their sales metrics during the time period of your choice.
Uses:
Shopify and QuickBooks Marketing Expenses and Sales
Mash up your QuickBooks and Shopify data to see your Marketing Expenses and Sales for the last 30 days.
Uses:
Top 10 Customers by Income
Gain a steady flow of profitable clients by monitoring your top 10 income-earning customers during the time period of your choice.
Uses:
Vendor Expenses
Monitor your vendor expenses on an ongoing basis. Delve into individual vendor expenses and see the total for the time period of your choice.
Uses:
Build a custom dashboard for
HubSpot or QuickBooks
You can work with HubSpot and QuickBooks separately or together easily in Klipfolio. The flexibility of the integration allows you to develop rich dashboards for either service or jointly. Here's what you need to know.
Creating HubSpot Dashboards
HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers. Click here to learn more on how Klipfolio integrates with HubSpot.
To connect your HubSpot data to Klipfolio, the first thing you will be asked to do is authenticate and create a handshake connection between your Klipfolio and HubSpot accounts.
- Click Sign in to HubSpot.
- Type in your HubSpot username and password.
- On the HubSpot Authorize screen, click Authorize.
- Name your OAuth Credentials and click Save.
Creating QuickBooks Dashboards
QuickBooks is the #1 rated small business accounting software. Run your whole business better with QuickBooks. Sign up for a FREE trial today. Click here to learn more on how Klipfolio integrates with Intuit QuickBooks accounting software.
To connect your QuickBooks data to Klipfolio, you will be prompted to authenticate with QuickBooks online.
- Click Connect to QuickBooks.
- Enter your QuickBooks login credentials.
- Click Next Step.
Note: You now have an OAuth Token for your Connected Account. You can manage your tokens in the Account section under Connected Accounts.
