The control you want, the sales data you need.

Build and share your Salesforce data on a beautiful dashboard.

Salesforce Dashboard
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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.

Dashboard Wallboard

Create custom SFDC visualizations

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

Build a Sales Leaderboard with Salesforce data

A bit of friendly competition goes a long way. Motivate your sales team and keep track of key data points with the help of this tutorial.

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.

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Klip Template | Salesforce - Accounts by Type

Accounts by Type

See the distribution of your accounts by type.

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

Accounts by U.S. State

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

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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.

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Klip Template | Salesforce - Leads This Month

Leads This Month

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

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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.

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Klip Template | Salesforce - Open Opportunities by Stage

Open Opportunities by Stage

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

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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.

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Klip Template | Salesforce - Revenue and Wins by Type

Revenue and Wins by Type

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

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Klip Template | Salesforce - Sales This Month

Sales This Month

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

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Klip Template | Salesforce - Sales This Year

Sales This Year

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

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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 snapshots

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