Build a Base CRM dashboard with Klipfolio
With Klipfolio, you can build a custom Base CRM dashboard to keep track of your core sales metrics. Use a real-time dashboard to track data like deal sources, latest deals, and more.
How to build a Base CRM dashboard
There are two ways to build dashboards using Base CRM:
- Pre-built data requests - Use pre-built Base CRM data queries in the Connector Gallery
- Custom data requests - Build custom Base CRM data queries in the Connector Gallery
Use pre-built Base CRM data requests to create dashboards
Within the Connector Gallery, you can select the pre-built data requests we’ve created for Base CRM to pull in data like:
- Deal Sources
- Latest Deals
- Lead Sources
- Latest Contacts
- Latest New Leads
Use custom Base CRM data requests to create dashboards
Within the Connector Gallery, you can create custom API queries to pull in data from your Base CRM 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 Base CRM data with other relevant data (i.e. Google Analytics) to get a deeper understanding of how you’re performing.