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.
Track all your Oracle Sales KPIs in one place
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Stop manually chasing Oracle Sales data across reports. Connect Oracle Sales to Klipfolio and get real-time dashboards that keep your team aligned without the copy-paste grind.
How to build an Oracle Sales dashboard
Connecting Oracle Sales to Klipfolio is straightforward. Follow these steps to get your dashboard running:
- Log in to Klipfolio and navigate to the Data Sources section.
- Select Oracle Sales Cloud from the connector list.
- Authenticate your account using your Oracle Sales Cloud credentials.
- Choose the metrics and objects you want to pull in (opportunities, leads, pipeline stages, etc.).
- Build your Klips by dragging your data into charts, tables, and scorecards.
View the step-by-step setup guide
Top reasons to use Klipfolio for Oracle Sales dashboards
Before diving into setup, here is why teams connect Oracle Sales to Klipfolio:
Real-time pipeline visibility: See your sales pipeline visibility update automatically, so your team always works from current data, not yesterday's export.
Centralized reporting: Combine Oracle Sales data with marketing, finance, or support data in one dashboard, eliminating the need to switch between tools.
Custom KPI tracking: Build Klips around the metrics that matter to your team, from win rates and deal velocity to quota attainment.
Flexible distribution: Share dashboards via TV mode, scheduled PDFs, public links, or embedded views, so every stakeholder gets the right data in the right format.
No manual exports: Scheduled data refreshes mean your dashboards stay current without anyone touching a spreadsheet.
What Klipfolio adds to Oracle Sales
You already know Oracle Sales. Here is what Klipfolio brings to the table:
| 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 automating. Connect Oracle Sales to Klipfolio today.
Use the Connector Gallery to create a custom Oracle Sales dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Oracle Sales 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 visualizations in Klipfolio. You can also combine your Oracle Sales data with other relevant data to create your custom dashboard.
Learn more about working with the Oracle Sales API and how you can start building your own Oracle Sales queries in Klipfolio.
