Build a ProsperWorks dashboard with Klipfolio
With Klipfolio, you can build a custom ProsperWorks dashboard using your key CRM metrics. Build a ProsperWorks dashboard to track and monitor your key sales metrics in real-time.
How to build a ProsperWorks dashboard
There are two ways to build dashboards using ProsperWorks:
- Pre-built data requests - Use pre-built ProsperWorks data queries in the Connector Gallery
- Custom data requests - Build custom ProsperWorks data queries in the Connector Gallery
Use pre-built ProsperWorks data requests to create dashboards
Within the Connector Gallery, you can select the pre-built data requests we’ve created for ProsperWorks to pull in data like:
Use custom ProsperWorks data requests to create dashboards
Within the Connector Gallery, you can create custom API queries to pull in data from your ProsperWorks account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use these queries to build out custom visualizations in Klipfolio. You can also combine your ProsperWorks data with other relevant data (i.e. Google Analytics) to get a deeper understanding of how you’re performing.