The control you want, the sales data you need.
All your sales metrics in an interactive dashboard.
Try it free for 14 days ● No credit card ● Great free support
“We can now track our sales data in real time. This not only saves us money, but gives us information we can act on immediately.”
Bridge Mellichamp
Director of Data Science and Special Projects at Stitch Labs
From our sales team to yours
We know how important it is to have control of your data, which is why we put together this quick video to show you what dashboards we use on a daily basis to help drive our own sales efforts. Watch the video and see what’s possible in Klipfolio.
Sales dashboard examples
Curious to see what sales data you can track in Klipfolio? View the live dashboard examples to get a better look.
Monthly Sales Dashboard
- Get a real-time, interactive view of your sales performance
- Track your sales against daily and monthly targets to reach your goals
- Stay on top of key sales metrics like MRR and Expansion rates
Sales Team Leaderboard
- Motivate your sales team with a real-time leaderboard
- Track new MRR, new logos, and demo calls
- Create an open culture and competitive nature to drive up sales
How to track your sales metrics with Klipfolio
Klipfolio allows you to pull in data from your CRM, combine it with data from the other services you use to track your performance, and then display precisely what you need in a single interactive dashboard. This means—in just a few clicks—that you can stop updating Excel sheets and move from reporting to real-time monitoring.
There are 2 ways to build sales dashboards in Klipfolio:
- Pre-built sales metrics
- Custom sales dashboards
Pre-built Metrics
Here are a few pre-built sales metrics.
Click each icon to see what's possible.
Salesforce
Use our pre-built Salesforce metrics to track data like:
- Sales this month
- Sales this year
- Open opportunities
- Revenue by type
- Wins by type
Open Opportunities by Stage
Understand the stage at which your opportunities are in the sales cycle.
Uses:
Sales This Month
Monitor your sales this month and compare to the average of the last three months.
Uses:
See what else you can build for Salesforce
Stripe
Use our pre-built Stripe metrics to track data like:
- Payments
- Subscriptions created
- Subscriptions deleted
- New customers
Payments (Last 24 Hours)
Discover how many Stripe payments succeeded and failed and compare it to the previous period.
Uses:
Customers (Last 24 Hours)
Discover how many Stipe customers you have gained and lost in the past 24 hours and compare it to the previous period.
Uses:
See what else you can build for Stripe
Zoho
Use our pre-built Stripe metrics to track data like:
- Lead sources
- Potential by stage
- Value of potentials
- Potentials by probability
See what else you can build for Zoho
Infusionsoft
Use our pre-built Stripe metrics to track data like:
- Top invoice items
- Top contact sources
- Payment by type
Top 10 Invoice Items (Last 1000 Items)
Discover which invoice items are bringing in the most revenue.
Uses:
Top Contact Sources (Last 1000 Contacts)
See where your traffic is coming from by visualizing your top ten contact sources.
Uses:
See what else you can build for Infusionsoft
Quickbooks
Use our pre-built QuickBooks metrics to track data like:
- Revenue
- CAC
- Customer balance
- Top customers by income
Revenue
Ensure the financial health of your business is in tip-top shape with this simple, real-time report on revenue for the time period of your choice.
Uses:
Top 10 Customers by Income
Gain a steady flow of profitable clients by monitoring your top 10 income-earning customers during the time period of your choice.
Uses:
See what else you can build for QuickBooks
Custom Dashboards
Build a custom sales dashboard
Once you've assembled a few dashboards with our pre-built metrics, you're going to want to build custom dashboards from the ground up, with data flowing through the CRM or sales automation platform of your choice.
There’s a learning curve with any powerful software tool, but you’re in good hands and will soon be building out your own custom dashboards. So grab a coffee and dive into the Klipfolio Courses Sales Ops track. We promise it'll be worth it.
Learn more about connecting your data with Klipfolio.
How to build your custom sales dashboard:
- Draw your dashboard on a napkin
- Decide which data sources you'll need to access in order to create your dashboard
- Use the custom editor to start bringing your data to life
- Adjust targets, indicators, data visualizations and dashboard layouts to suit your sales process, pipeline and culture
- Show current performance metrics against results for similar time periods in the past (Today vs. Yesterday, This Week vs. Last Week, etc.)
- Share dashboards among your sales team, or across the organization if you so choose, via wall-mounted TVs
Use a TV Dashboard display to share your dashboards
A TV Dashboard is a monitor setup to display key business metrics in real-time. TV Dashboards have evolved over the years from office whiteboards to office monitors that continuously display a business’ data.
There are a number of benefits to setting up a TV dashboard in your office such as transparency on all levels of the business, metrics-driven teams that can spot opportunity and fix discrepancies, as well as the ability for managers and executives to make real-time business decisions.
What’s the best way to display a TV Dashboard?
Dashboards can be displayed on TV horizontally or vertically. Vertical TV dashboard display is ideal for longer dashboards, typically ones that have more than 5 or 6 metrics. Due to the fact that TV dashboards are meant for quick, at-a-glance information, it’s best practice to limit your dashboard being horizontally displayed to a few of your most important metrics that you need to monitor multiple times a day in order to keep size large for optimal visibility
For more on TV dashboard options, check out our wallboard page.
Ready to start building your sales dashboards?
Start your free 14-day trial.
"Klipfolio keeps our whole team on the same page. With all of our key metrics at our fingertips, it helps our team make smarter data-driven business decisions."
- LP Maurice, CEO and Co-founder at Busbud
