Trusted by over 50,000 game changers and their teams
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.Learn more about our integrations
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
Track the number of subscribers for this month and compare it against the last month subscribers count.
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.
Use this at-a-glance chart to track when your latest blog posts came out, and what their topic was.
Make sure your website is generating interest by tracking the number of views over the time period of your choice.
With data as your secret weapon, turn your landing page in to a lead-generation powerhouse.
A quick and easy report on the status of a landing page, featuring a list of key landing page metrics for this month.
Make sure the form on your chosen landing page is generating leads. See where your leads are coming from this month and compare submission success rates for each source.
Track submissions on your chosen landing page this month.
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.
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.
Track your total revenue this month, and compare it to last month and your revenue growth rate.
Compare your top 10 keywords with the number of visits they generate.
Plot the number of the email recipients that either unsubscribed or bounced within the past 30 Days.
QuickBooks pre-built metrics
See your Accounts Payable and Accounts Receivable at-a-glance during the time period of your choice.
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.
Mash up your QuickBooks and Google Analytics data to see how your marketing expenses affect your website traffic within the last 30 days.
Mash up your QuickBooks and Salesforce data to measure your Customer Acquisition Cost over the last 30 days.
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.
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.
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.
Make sure your products are profitable by monitoring each of their sales metrics during the time period of your choice.
Mash up your QuickBooks and Shopify data to see your Marketing Expenses and Sales for the last 30 days.
Gain a steady flow of profitable clients by monitoring your top 10 income-earning customers during the time period of your choice.
Monitor your vendor expenses on an ongoing basis. Delve into individual vendor expenses and see the total for the time period of your choice.
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
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.