Build a PipelineDeals dashboard with Klipfolio
With Klipfolio, you can build a custom PipelineDeals dashboard to keep track of your key sales metrics and CRM data. Use a real-time dashboard to monitor leads, new deals, and churn.
How to build a PipelineDeals dashboard
There are two ways to build dashboards using PipelineDeals:
- Pre-built data requests - Use pre-built PipelineDeals data queries in the Connector Gallery
- Custom data requests - Build custom PipelineDeals data queries in the Connector Gallery
Use pre-built PipelineDeals data requests to create dashboards
Within the Connector Gallery, you can select the pre-built data requests we’ve created for PipelineDeals to pull in data like:
Use custom PipelineDeals data requests to create dashboards
Within the Connector Gallery, you can create custom API queries to pull in data from your PipelineDeals 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 PipelineDeals data with other relevant data (i.e. Salesforce) to get a deeper understanding of how you’re performing.