Oracle Sales
Connect Oracle Sales to Klipfolio to automate real-time sales dashboards without manual exports. Track pipeline, opportunities, and KPIs in one centralized view.
Manually chasing Oracle Sales data across reports costs time your team doesn't have. Connect Oracle Sales to Klipfolio and get real-time dashboards that keep every stakeholder aligned without the copy-paste grind.
How to connect Oracle Sales to Klipfolio
Before you start, locate your Oracle Sales base URL. Log in to your Oracle Sales account, look at the address bar, and copy the portion after https:// and up to and including .com. For example: ucf1-fap0422-crm.oracledemos.com. You'll need it when crafting your data query.
- Log in to Klipfolio and go to the Service Connectors page.
- Select Oracle Sales from the connector list.
- Enter your Oracle Sales username and password to authenticate, then click Continue.
- Craft your query using the Oracle Sales API documentation. Sample queries to get you started:
https://origin-Your-Base-URL/crmCommonApi/resources/latest/accountshttps://origin-Your-Base-URL/crmCommonApi/resources/latest/accounts?CreationDate={date.add(-1)}https://origin-Your-Base-URL/crmCommonApi/resources/latest/accounts?orderBy=CreationDate:desc
- Save your data source, then build your Klips by pulling your Oracle Sales data into charts, tables, and scorecards.
View the step-by-step setup guide
Top reasons to use Klipfolio for Oracle Sales dashboards
Pipeline visibility without the wait: Your Sales Pipeline Dashboard updates automatically, so you're always looking at current data, not yesterday's export. Know where deals stand before someone has to ask.
One view for all your data: Combine Oracle Sales with marketing, finance, or support data in a single dashboard. No more switching between tools to get the full picture.
Track the numbers that matter to you: Build Klips around Win Rate, Deal Velocity, Quota Attainment, or any metric your team owns. You decide what goes on the dashboard, not the software.
Reliable numbers, every time: Scheduled data refreshes mean the figures your team acts on are consistent and current, not manually assembled from a spreadsheet someone updated last Tuesday.
Share it the way your team works: Distribute dashboards via TV mode, scheduled PDFs, public links, or embedded views. Every stakeholder gets the right data in the right format, without having to log in and pull it themselves.
What Klipfolio adds to Oracle Sales
You already know Oracle Sales. Here is what changes when you connect it to Klipfolio:
| What you do in Oracle Sales | What Klipfolio adds |
|---|---|
| Manually run and export pipeline reports | Automated dashboards that refresh on your schedule |
| View data inside Oracle's interface only | Share dashboards anywhere: TV screens, email, embedded views |
| Track metrics one report at a time | Combine Oracle Sales with data from other tools in a single view |
| Build reports for internal use | Create branded, client-facing dashboards with custom themes |
Stop exporting. Start knowing. Connect Oracle Sales to Klipfolio and let your data work without you.
