Build custom reports and dashboards using your QuickBooks and Google Analytics 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 QuickBooks and Google Analytics 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 QuickBooks and Google Analytics 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.
QuickBooks pre-built metrics
AP and AR Balance
See your Accounts Payable and Accounts Receivable at-a-glance during the time period of your choice.
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Customer Balance Summary
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.
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Marketing Expenses and Traffic
Mash up your QuickBooks and Google Analytics data to see how your marketing expenses affect your website traffic within the last 30 days.
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QuickBooks and Salesforce CAC (Last 30 Days)
Mash up your QuickBooks and Salesforce data to measure your Customer Acquisition Cost over the last 30 days.
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QuickBooks Expenses
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.
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QuickBooks Income and Expenses
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.
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QuickBooks Revenue
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.
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Sales by Product
Make sure your products are profitable by monitoring each of their sales metrics during the time period of your choice.
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Shopify and QuickBooks Marketing Expenses and Sales
Mash up your QuickBooks and Shopify data to see your Marketing Expenses and Sales for the last 30 days.
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Top 10 Customers by Income
Gain a steady flow of profitable clients by monitoring your top 10 income-earning customers during the time period of your choice.
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Vendor Expenses
Monitor your vendor expenses on an ongoing basis. Delve into individual vendor expenses and see the total for the time period of your choice.
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Google Analytics pre-built metrics
AdWords Basic Performance (Last 30 Days)
If you've hooked up Google Analytics to Google AdWords, you can make sure that your website visitors from each of your AdWords campaigns are having a positive first impression.
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AdWords Keyword Performance (Last 30 Days)
With detailed metrics from Google Analytics on your site’s keyword performance, you’ll always know when to adjust your AdWords strategy.
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Audience Metrics Over Time (GA4)
Track the total number of users, sessions, and views trend over time.
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Audience Metrics vs. Targets
Monitor your Users, Sessions, and Pageviews vs. targets for the last 30 days.
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Audience Metrics vs. Targets (GA4)
Track the total number of users, sessions, and views for a specific time period and compare those values to daily targets or to a previous period.
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Campaign Funnel
This is the ultimate campaign funnel for your landing page - from views at the top to goal completions at the bottom, with conversion rates in between.
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Campaign Stats
Make sure your ad campaign is generating traffic by monitoring your key Google Analytics campaign statistics for the time period of your choice.
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Conversion Funnel
Use Google Analytics and Salesforce data to create your conversion funnel. This Klip displays your users, leads, opportunities, and wins for the past 30 days.
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Did my social traffic complete any goals?
Monitor your top 10 social traffic sources and your social media goal conversion rate during the time period of your choice, for one or all of your goals.
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Email Traffic Performance (Last 30 Days)
Save hours compiling a report on your email traffic performance by presenting this interactive Klip instead.
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Goals
Which goals are converting and improving? Track the number of completions and the conversion percentage for each goal you have set up for your website.
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Google Analytics Landing Page Views
Your landing page is the backbone of your marketing campaign. Make sure people are seeing it by tracking views this month-to-date, and compare it to last month and your target.
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Google Analytics Sessions by Device Type
See the number of visits to your website using mobile, tablet, and desktop devices for the last 30 days.
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How did my organic traffic perform?
Compare your Google Analytics goals to organic sessions during the time period of your choice.
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How much of my site's traffic is organic?
Use this Klip to compare your organic search traffic to your other traffic sources during the time period of your choice.
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How much traffic came in from social?
Get key metrics on your top 10 social networks that are bringing traffic to your site during the time period of your choice.
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Landing Page Performance by Organic Search Traffic (Last 30 Days)
Get a quick, at-a-glance reference on how your landing pages are performing against your organic search traffic.
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Landing Page Performance for Organic Searches (Last 30 Days)
Find out which landing pages are the most popular with organic search traffic, and analyze the experience of those users on your website.
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Landing Page Traffic by Source/Medium
Rank your top traffic sources based on engagement, conversion rate, bounce rate and more important metrics.
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Load Time vs Response Time
Mash up your Google Analytics and Pingdom data by comparing your website's load time and response time.
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Marketing Expenses and Traffic
Mash up your QuickBooks and Google Analytics data to see how your marketing expenses affect your website traffic within the last 30 days.
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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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Marketing Funnel
Combine your Google Analytics and Salesforce data to create an accessible and easy to understand digital marketing funnel.
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Organic Search Performance by Device (Last 30 Days)
See organic search performance for last 30 days.
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Referral Traffic (Last 30 Days)
Discover the top websites that have brought visitors to your site.
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Salesforce and Google Analytics Conversion
Mashup your Salesforce and Google Analytics data to monitor metrics like: average revenue per buyer, how many conversion events happen on your site, new and returning customers, and more.
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Sessions by Region (GA4)
Track where around the world your website sessions are coming from during the time period of your choice.
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Sessions vs Response Time
Compare your website sessions and response time using Pingdom and Google Analytics.
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Social Media Conversions
Compare conversion rates from various Social Media platforms during the time period of your choice.
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Top Posts by Pageviews and Conversion Rate
Which blog posts inspire action? Understand which posts drive the most traffic to your website and which posts inspires users to subscribe to your blog.
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Total Social Media Conversions
See a summary of total social media lead conversions over the past 30 days.
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Unique Visits from Organic Search
Make sure you are getting a steady stream of unique visitors from organic search.
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Users and Goals (Last 30 Days)
Feel the pulse of your digital marketing efforts by comparing your website users, goals and conversion rates on a bar and line chart.
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Users by Country - This Month (GA4)
Track the number of new users and total users and their conversion rate for this month.
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Web Traffic Targets (This Month)
Make sure you are hitting this month’s targets for driving traffic to your website. Monitor key stats on every channel source and compare it to the previous month.
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Website Performance
Track your website's Avg. Bounce Rate, Avg. Pageviews, New Sessions, and Avg. Time on Site for the last 30 days.
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Website Performance (GA4)
Track the average Bounce Rate, average Pageviews, new Sessions, and average Time on Site during the time period of your choice.
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What are my top landing pages from organic search?
Monitor your top ten landing pages based on organic search traffic.
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What do people do when they get to our site from social?
See detailed website activity from your top 10 social networks during the time period of your choice.
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What's the device breakdown of my organic sessions?
Get a thorough breakdown of your organic traffic from desktop, mobile and tablet device types, and compare to the previous period.
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Where is my organic traffic coming from?
Get to know your audience by monitoring the regions your organic traffic is coming from during the time period of your choice.
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Which keywords are driving traffic to my top landing pages?
Discover the keywords that are driving traffic to your top landing pages.
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Build a custom dashboard for
QuickBooks or Google Analytics
You can work with QuickBooks and Google Analytics 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 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.
Creating Google Analytics Dashboards
Google Analytics solutions offer free and enterprise analytics tools to measure website, app, digital and offline data to gain customer insights. Click here to learn more on how Klipfolio integrates with Google Analytics.
To connect your Google Analytics data to Klipfolio, you will be prompted to connect your Google Analytics account by entering your username and password.
Doing so will create a token that enables Klipfolio to securely access your Google Analytics account. Your token looks like George@Google Analytics. You can use and reuse the same token every time you connect to Google Analytics.
Note: You manage your connections (tokens) to Google Analytics in Klipfolio under Connected Accounts in the Account section.
