Build a Salesforce Dashboard with Klipfolio
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Build a Salesforce dashboard with Klipfolio
With Klipfolio, you can build a custom Salesforce dashboard to monitor your key sales metrics and individual team members. Stay on track of your leads and customers with a real-time dashboard. Learn how to connect to Salesforce with Klipfolio.
How to build a Salesforce dashboard
There are three ways to build CRM dashboards in Klipfolio:
- Dashboard Gallery - Use a pre-built Salesforce dashboard
- Klip Gallery - Use pre-built Salesforce metrics
- Connector Gallery - Use the Connector Gallery to create a custom Salesforce dashboard
Use a pre-built Salesforce dashboard
Instantly track data from your CRM by using a pre-built Salesforce dashboard. These have been built to surface sales KPIs like new accounts, MRR, retention, and more.
Use pre-built Salesforce metrics
Assemble a Salesforce dashboard by selecting pre-built metrics from the Klip Gallery.
Mash up your Quickbooks and Salesforce data to measure your Customer Acquisition Cost over the 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.
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.
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.
Monitor your leads this month and see how the number compares to the previous month.
Add Salesforce data to your Talkwalker Klip and see the connection between web mentions and leads.
Combine your Google Analytics and Salesforce data to create an accessible and easy to understand digital marketing funnel.
Track your key metrics on open opportunities and always know what your sales potential is.
Understand the stage at which your opportunities are in the sales cycle.
Understand what types of opportunities are bringing in the most revenue.
Monitor your sales this month and compare to the average of the last three months.
Use the Connector Gallery to create a custom Salesforce dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Salesforce 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 custom visualizations in Klipfolio. You can also combine your Salesforce data with other relevant data (e.g. Xero, Google Analytics, etc) to get a deeper understanding of your sales performance.
Learn more about working with the Salesforce API and how you can start building your own Salesforce queries in Klipfolio.