The control you want, the sales data you need.
Build and share your Salesforce data on a beautiful 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.
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.
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:
Leads This Month
Monitor your leads this month and see how the number compares to the previous month.
Uses:
Open Opportunites (This Year)
Track your key metrics on open opportunities and always know what your sales potential is.
Uses:
Open Opportunities by Stage
Understand the stage at which your opportunities are in the sales cycle.
Uses:
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:
Revenue and Wins by Type
Understand what types of opportunities are bringing in the most revenue.
Uses:
Sales This Month
Monitor your sales this month and compare to the average of the last three months.
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 snapshots
Get your Salesforce data out into the wild using recurring email snapshot or send dashboards via Slack.
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
