Build an Oracle Sales Cloud dashboard with Klipfolio
With Klipfolio, you can build a custom Oracle Sales Cloud dashboard using core sales metrics from your Sales Cloud account. Build an Oracle Sales Cloud dashboard to monitor sales, leads, and customers in real-time. Learn how to connect to Oracle Sales Cloud with Klipfolio.
How to build an Oracle Sales Cloud dashboard
There are two ways to build dashboards using Oracle Sales Cloud:
- Pre-built data requests - Use pre-built Oracle Sales Cloud data queries in the Connector Gallery
- Custom data requests - Build custom Oracle Sales Cloud data queries in the Connector Gallery
Use pre-built Oracle Sales Cloud data requests to create dashboards
Within the Connector Gallery, you can select the pre-built data requests we’ve created for Oracle Sales Cloud to pull in metrics like:
- 25 most recent contacts
Use custom Oracle Sales Cloud data requests to create dashboards
Within the Connector Gallery, you can create custom API queries to pull in data from your Oracle Sales Cloud 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 Oracle Sales Cloud data with other relevant data (i.e. Google Analytics) to get a deeper understanding of how you’re performing.
Learn more about working with the Oracle Sales Cloud API and how you can start building your own Oracle Sales Cloud queries in Klipfolio.