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:

  1. Dashboard Gallery - Use a pre-built Salesforce dashboard
  2. Klip Gallery - Use pre-built Salesforce metrics
  3. 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.

    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 | QuickBooks Salesforce - CAC (Last 30 Days)

    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 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 | Salesforce Google Analytics - Conversion

    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:

    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 | 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:

    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.

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