The flexibility you want, the data you need.

Build a ProsperWorks dashboard with Klipfolio

ProsperWorks Dashboard

Build a ProsperWorks dashboard with Klipfolio

With Klipfolio, you can build a custom ProsperWorks dashboard using your key CRM metrics. Build a ProsperWorks dashboard to track and monitor your key sales metrics in real-time.

How to build a ProsperWorks dashboard

There are two ways to build dashboards using ProsperWorks:

  1. Pre-built data requests - Use pre-built ProsperWorks data queries in the Connector Gallery
  2. Custom data requests - Build custom ProsperWorks data queries in the Connector Gallery

Use pre-built ProsperWorks data requests to create dashboards

Within the Connector Gallery, you can select the pre-built data requests we’ve created for ProsperWorks to pull in data like:

  • Leads

Use custom ProsperWorks data requests to create dashboards

Within the Connector Gallery, you can create custom API queries to pull in data from your ProsperWorks account. Building custom queries allows you to specify the metrics and time periods that you want to track.

You can use these queries to build out custom visualizations in Klipfolio. You can also combine your ProsperWorks data with other relevant data (i.e. Google Analytics) to get a deeper understanding of how you’re performing.

Learn more about working with APIs in Klipfolio