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Salesforce Dashboard

Custom Salesforce dashboards

Your Salesforce instance is built off of custom reports and fields. Only you know how your CRM is set up, and only you can know what metrics you really need. Use Klipfolio to visualize and monitor your sales data in a custom sales dashboard.

Salesforce and Salesforce Sandbox connectors

Get at your Salesforce data or use a Salesforce Sandbox account to start building world-class dashboards.

Beautiful TV dashboards

Democratize your Salesforce data and display it where the entire sales organization can see it.

Create custom SFDC visualizations

Use the Klip Editor to design and build custom visualizations using your Salesforce data.

Pre-built Salesforce metrics

Assemble your first dashboard in minutes using our pre-built metrics. They’re easy to snap together as long as you have your Salesforce credentials handy.

Klip Template | Salesforce - Accounts by Country

Accounts by Country

See the location of your Salesforce accounts.

Uses:

Klip Template | Salesforce - Accounts by Type

Accounts by Type

See the distribution of your accounts by type.

Uses:

Klip Template | Salesforce - Accounts by U.S. State

Accounts by U.S. State

See the location of your U.S. Salesforce accounts.

Uses:

Klip Template | Salesforce Xero - CAC

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.

Uses:

Klip Template | Google Analytics - Salesforce - Conversion Funnel

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.

Uses:

Klip Template | Salesforce - Leads This Month

Leads This Month

Monitor your leads this month and see how the number compares to the previous month.

Uses:

Klip Template | Salesforce Talkwalker - Leads vs Mentions

Leads vs Mentions

Add Salesforce data to your Talkwalker Klip and see the connection between web mentions and leads.

Uses:

Klip Template | Salesforce Google Analytics - Marketing Funnel

Marketing Funnel

Combine your Google Analytics and Salesforce data to create an accessible and easy to understand digital marketing funnel.

Uses:

Klip Template | Salesforce - Open Opportunites (This Year)

Open Opportunites (This Year)

Track your key metrics on open opportunities and always know what your sales potential is.

Uses:

Klip Template | Salesforce - Open Opportunities by Stage

Open Opportunities by Stage

Understand the stage at which your opportunities are in the sales cycle.

Uses:

Klip Template | QuickBooks Salesforce - CAC (Last 30 Days)

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.

Uses:

Klip Template | Salesforce - Revenue and Wins by Type

Revenue and Wins by Type

Understand what types of opportunities are bringing in the most revenue.

Uses:

Klip Template | Salesforce - Sales This Month

Sales This Month

Monitor your sales this month and compare to the average of the last three months.

Uses:

Klip Template | Salesforce - Sales This Year

Sales This Year

Monitor the total value of your sales since January 1st.

Uses:

Klip Template | Salesforce Google Analytics - Conversion

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.

Uses:

Sharing Salesforce dashboards

Get your Salesforce data out into your organization, and rally around your sales' metrics.

Dashboard links

Get your Salesforce dashboards out to a wide audience using published dashboards links. Check out live examples such as the Monthly Sales Dashboard or the Sales Leaderboard

Slack and email snapshotss

Get your Salesforce data out into the wild using recurring email snapshot or send dashboards via Slack.

Client management

Looking for a reporting solution for your clients? Check out our Partner Program

Client 1

Executive Reporting Dashboard

Web Metrics Dashboard

Sales Performance Dashboard

Accounts Health Dashboard

Social Media Status Dashboard

Client 2

Support Tickets

Call Status

Account Health

MRR & Accounts Dashboard

Client 3

MRR & Accounts Dashboard

Marketing

Social Media

Client 4

Executive Reporting Dashboard

Web Metrics Dashboard

Sales Performance Dashboard

Accounts Health Dashboard

Social Media Status Dashboard

SHOW ALL INTEGRATIONS
42matters Dashboard | 42matters logo

42matters

mobile_analytics

Adobe Analytics Dashboard | Adobe Analytics logo

Adobe Analytics

marketing web_analytics

Ahrefs Dashboard | Ahrefs Logo

Ahrefs

marketing seo

Alexa

marketing web_analytics

Amazon Aurora Dashboard | Amazon Aurora logo

Amazon Aurora

cloud_storage

Amazon Redshift Dashboard | Amazon Redshift logo

Amazon Redshift

cloud_storage

AppFigures Dashboard | AppFigures logo

AppFigures

mobile_analytics

Asana Dashboard | Asana Logo

Asana

project_management

AskNicely Dashboard

AskNicely

marketing support survey

BambooHR Dashboard | BambooHR logo

BambooHR

human_resources

Base CRM Dashboard - Integrations

Base CRM

sales_and_crm

Basecamp 2 Dashboard | Basecamp logo

Basecamp 2

project_management

Basecamp 3 Dashboard | Basecamp logo

Basecamp 3

project_management

Bing Ads Dashboard - Bing Ads Logo

Bing Ads

advertising marketing

Bitly Dashboard | Bitly logo

Bitly

marketing

Box

cloud_storage

BuzzSumo Dashboard | BuzzSumo logo

BuzzSumo

marketing

CallRail Dashboard | CallRail logo

CallRail

support

Chargify

finance sales_and_crm

Chartbeat Dashboard | Chartbeat logo

Chartbeat

marketing web_analytics

ChartMogul Dashboard | ChartMogul logo

ChartMogul

finance marketing misc

comScore Digital Analytix

marketing web_analytics

DB2 Dashboard | DB2 logo

DB2

data_store

Desk.com

support

DoubleClick Dashboard - Logo

DoubleClick

advertising marketing

Dropbox Dashboard | Dropbox logo

Dropbox

cloud_storage

Email attachment dashboard | Email Attachment logo

Email Attachment

misc

Eventbrite Dashboard | Eventbrite Logo

Eventbrite

marketing misc

Excel Dashboard | Excel Logo

Excel

misc

Files Dashboard | Files logo

Files

misc

Firebird Dashboard | Firebird logo

Firebird

data_store

Flurry Dashboard | Flurry logo

Flurry

advertising mobile_analytics

FreshBooks Dashboard | Freshbooks logo

FreshBooks

finance sales_and_crm

Freshdesk Dashboard | Freshdesk logo

Freshdesk

support

FTP/SFTP Dashboard | FTP/SFTP logo

FTP/SFTP

data_store misc

Fusebill Dashboard | Fusebill logo

Fusebill

finance sales_and_crm

GitHub Dashboard | GitHub logo

GitHub

it project_management

Glassdoor Dashboard | Glassdoor Logo

Glassdoor

human_resources

Google Admin Directory Dashboard | Google Admin Directory logo

Google Admin Directory

misc

Google AdWords Dashboard | Google AdWords logo

Google AdWords

advertising marketing

Google Analytics Custom Dashboard

Google Analytics

marketing mobile_analytics web_analytics

Google BigQuery Dashboard | BigQuery logo

Google BigQuery

cloud_storage data_store

Google Calendar Dashboard | Google Calendar logo

Google Calendar

misc

Google Drive Dashboard | Google Drive logo

Google Drive

cloud_storage

Google Maps Dashboard | Google Maps logo

Google Maps

misc

Google Search Console Dashboard | Google logo

Google Search Console Rankings

marketing seo web_analytics

Google Sheets Dashboard | Google Sheets logo

Google Sheets

cloud_storage misc

GoSquared Dashboard | GoSquared logo

GoSquared

marketing web_analytics

Harvest Dashboard | Harvest logo

Harvest

project_management

Help Scout Dashboard | Help Scout Logo

Help Scout

support

iFormBuilder Dashboard | iFormBuilder Logo

iFormBuilder

survey misc

Influitive Dashboard | Influitive logo

Influitive

Insightly

sales_and_crm

Intercom Dashboard | Intercom logo

Intercom

sales_and_crm support

Intervals Dashboard | Intervals logo

Intervals

finance sales_and_crm

JIRA Dashboard | JIRA logo

JIRA

it research_and_development

Keen IO Dashboard | Keen IO logo

Keen IO

it research_and_development

Kissmetrics Dashboard | KISSmetrics logo

Kissmetrics

marketing web_analytics

Klipfolio Dashboard | Klipfolio Logo

Klipfolio

misc

Lighthouse Dashboard | Lighthouse logo

Lighthouse

research_and_development

Linkpulse Dashboard | Linkpulse Logo

Linkpulse

web_analytics

LiveAgent Dashboard | LiveAgent Logo

LiveAgent

support

Localytics Dashboard | Localytics Logo

Localytics

marketing mobile_analytics

Mixpanel

marketing research_and_development web_analytics

Moz

marketing seo

MSSQL Dashboard | MSSQL logo

MSSQL

cloud_storage

MySQL Dashboard | MySQL logo

MySQL

cloud_storage

New Relic

it research_and_development

Nicereply Dashboard | Nicereply Logo

Nicereply

survey

OneDrive Dashboard | OneDrive logo

OneDrive

cloud_storage misc

Optimizely Dashboard | Optimizely logo

Optimizely

web_analytics

Oracle Dashboard | Oracle logo

Oracle

data_store

Oracle Sales Cloud Dashboard | Oracle logo

Oracle Sales Cloud

sales_and_crm

Pingdom Dashboard | Pingdom logo

Pingdom

it research_and_development

Pipedrive Dashboard | Pipedrive logo

Pipedrive

sales_and_crm

PipelineDeals Dashboard | PipelineDeals logo

PipelineDeals

sales_and_crm

Podio Dashboard | Podio logo

Podio

project_management

PostgreSQL Dashboard | PostgreSQL logo

PostgreSQL

data_store

ProsperWorks Dashboard | Prosperworks logo

ProsperWorks

sales_and_crm

QuickBooks Dashboard | Quickbooks logo

QuickBooks

finance

Recurly Dashboard | Recurly Logo

Recurly

finance

RSS Feeds Dashboard | RSS Feeds Icon

RSS Feeds

misc

Salesforce Dashboard | Salesforce logo

Salesforce

sales_and_crm

Searchmetrics Dashboard | Logo

Searchmetrics

marketing seo web_analytics

SEMrush Dashboard | SEMrush logo

SEMrush

marketing seo web_analytics

SEOmonitor Dashboard | SurveyGizmo Logo

SEOmonitor

marketing seo

Sharepoint Dashboard | Sharepoint logo

Sharepoint

cloud_storage

Shopify Dashboard | Shopify logo

Shopify

ecommerce sales_and_crm

ShoreTel Sky

support

Sizmek Dashboard | Sizmek logo

Sizmek

advertising marketing

Slack Dashboard | Slack logo

Slack

human_resources project_management

Smartsheet Dashboard | Smartsheet logo

Smartsheet

human_resources

STAT Dashboard | STAT logo

STAT

marketing seo

Strava Dashboard | Strava Logo

Strava

misc

Stripe Dashboard | Logo

Stripe

finance sales_and_crm

SurveyGizmo Dashboard | SurveyGizmo Logo

SurveyGizmo

survey

SurveyMonkey Dashboard | SurveyMonkey Logo

SurveyMonkey

survey

Swrve

marketing mobile_analytics web_analytics

Sybase Dashboard | Sybase logo

Sybase

data_store

Taleo Dashboard | Taleo logo

Taleo

human_resources

Todoist

project_management

Toggl Dashboard | Toggl Logo

Toggl

project_management

Trello Dashboard | Trello Logo

Trello

project_management

TrendSpottr Dashboard | TrendSpottr Logo

TrendSpottr

marketing

Twilio Dashboard | Twilio Logo

Twilio

it mobile_analytics misc

Unbounce

marketing web_analytics

UpContent Dashboard | UpContent Logo

UpContent

marketing

Versature

support

Vimeo Dashboard | Vimeo Logo

Vimeo

marketing

Klipfolio Weather Dashboard | Klipfolio Weather logo

Klipfolio Weather

misc

Webtrends

marketing web_analytics

Wistia Dashboard | Wistia Logo

Wistia

marketing

WooCommerce Dashboard | WooCommerce logo

WooCommerce

ecommerce

Wordpress Dashboard | Wordpress Analytics logo

Wordpress

marketing

Xero Dashboard | Xero Logo

Xero

finance

XMLA Dashboard | XMLA logo

XMLA

data_store

Zapier Dashboard | Zapier logo

Zapier

misc

Zendesk Dashboard | Zendesk logo

Zendesk

support

Zoho Dashboard | Zoho Logo

Zoho

sales_and_crm

Can't find the integration you're looking for? Drop us a line to see if it's supported.

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