Build custom reports and dashboards using your HubSpot and Xero 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 Xero 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 Xero 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.
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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.
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Blogs
Use this at-a-glance chart to track when your latest blog posts came out, and what their topic was.
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HubSpot Landing Page Views
Make sure your website is generating interest by tracking the number of views over the time period of your choice.
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Landing Page Leads
With data as your secret weapon, turn your landing page in to a lead-generation powerhouse.
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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.
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Landing Page Submissions Over Time (This Month)
Track submissions on your chosen landing page this month.
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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.
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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.
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Revenue This Month
Track your total revenue this month, and compare it to last month and your revenue growth rate.
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Top 10 Keywords by Visits
Compare your top 10 keywords with the number of visits they generate.
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Unsubscribed and Bounced Emails (Last 30 Days)
Plot the number of the email recipients that either unsubscribed or bounced within the past 30 Days.
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Xero pre-built metrics
Accounts Receivable and Payable
Track your total bank balance, accounts receivable and payable for this month.
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CAC (Last 30 Days)
Let this Klip address the most important question on your marketing team - what is our cost to acquire a customer (CAC)? This Klip uses your monthly Xero and Salesforce data to answer that very question.
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Current AR and AP
Track your Accounts Receivable and Payable for this month. Also, compare average debtors and creditors for this month and last month.
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Executive Summary
This indispensable Klip provides an executive summary of your business metrics for this month and the last.
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Marketing Expenses and Sales
Mash up your Xero and Shopify data by displaying Xero marketing expenses and Shopify Sales.
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Marketing Expenses and Traffic (Last 30 Days)
Mash up your Google Analytics and Xero data by displaying GA session traffic and Xero marketing expenses.
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Today's Bank Balance
Select a bank account from the drop down menu and see your total closing balance.
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Build a custom dashboard for
HubSpot or Xero
You can work with HubSpot and Xero 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 Xero Dashboards
Xero is online accounting software for small businesses. Use Xero to manage invoicing, bank reconciliation, bookkeeping & more. Start a free trial today! Click here to learn more on how Klipfolio integrates with Xero accounting software.
To connect your Xero accounting data to Klipfolio, you will be prompted to authenticate with Xero account.
- Click Connect to Xero.
- Enter your Xero 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.
