Build a Zoho dashboard with Klipfolio
With Klipfolio, you can build a custom Zoho dashboard to measure the various aspects of your business. Keep track of your lead database, key financials, email marketing, and social campaigns in one simple real-time dashboard.
How to build a Zoho dashboard
There are two ways to build CRM dashboards in Klipfolio:
- Klip Gallery - Use pre-built Zoho metrics
- Connector Gallery - Use the Connector Gallery to create a custom Zoho dashboard
Use pre-built Zoho metrics
Assemble a Zoho dashboard by selecting pre-built metrics from the Klip Gallery.
Ensure success by comparing potential clients to their probability of closing.
Track your potential business deals at each stage of the sales cycle.
Outperform this month by monitoring the overall metrics of your Zoho CRM potentials.
Use the Connector Gallery to create a custom Zoho dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Zoho 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 Zoho data with other relevant data (i.e. Salesforce) to get a deeper understanding of how your campaigns are performing.
Learn more about working with the Zoho API and how you can start building your own Zoho queries in Klipfolio.