There's a story behind the names and numbers in your massive CRM hub.
Be your data storyteller.
How to build a Salesforce dashboard
- Connect your data
- Select your metrics
- Design your dashboard
- Share your masterpiece
Upload your Salesforce data with our built-in Salesforce integrations or API.
All you need to do is figure out what’s most important for you and your team to track.
Move your data around to create a dashboard that makes sense to you. Change colours, and add some vibrant graphs, charts, or indicators.
Emails. PDFs. Web links. Presentations. TV dashboards. There’s no shortage of ways you can share and view your dashboard with your colleagues.
Why create a Salesforce dashboard?
Accurate data for you and your team, anywhere.
A Salesforce dashboard gives everyone access to the same information. Your team will know where they stand and can make decisions in seconds, backed by data. From TVs, to email reports, to mobile phones and tablets, look up numbers on-the-go.
Understand your spreadsheets with colourful visualizations.
Salesforce has a capability that allows you to build out data reports. But it’s limited. With a dashboard, the power to customize and design is yours. Bring your data to life with a variety of visual bar charts, tables and infographics.
Automatic updates to stay on top of your game.
A Salesforce dashboard updates automatically: With your Salesforce data stored in the Cloud, your results come to you with real-time reports whenever you need.
How Klipfolio Works With Salesforce
How to create a Salesforce dashboard, step-by-step
1. Connect your data
Upload your Salesforce data with our built-in Salesforce integrations or API. Or try another integration such as Dropbox or Google Drive, the choice is yours. Once you upload your data, Klipfolio does the rest.
2. Select your metrics
All you need to do is let Klipfolio know what you want to track so figure out what’s most important for you and your team to track. If you need a push to get started, Klipfolio makes it easy to get up and running with pre-built dashboards and Klips.
3. Build your dashboard
Pretty much everything is customizable in Klipfolio. Even Salesforce data is easy to customize. Move your data around to create a dashboard that makes sense to you, change colours, and add some vibrant graphs, charts, or indicators.
4. Share your masterpiece
Emails. PDFs. Web links. Presentations. TV dashboards. There’s no shortage of ways you can share and view your Klipfolio dashboard with your colleagues. Sharing your metrics and KPIs becomes a routine part of your workday with no need to scramble in preparing for conversations, big and small.
5. Gain more confidence
Practice makes perfect right? With tons of resources (see below) and a friendly Support team, Klipfolio is here for you every step of the way.
Video: Versature's best-in-class sales dashboards
See how Versature used Klipfolio dashboards to get their sales and marketing data out of multiple platforms and into one place, for the entire business to view and easily understand.
Klipfolio + Salesforce Resources
We have a wealth of pre-built content for Google Analytics, Facebook, and more that can get started and building fast. With Salesforce data, because of how unique it is, building dashboards require more customization. But don’t worry! Read, watch, and learn. Klipfolio gives you everything you need to get up and running so you can feel like a reporting expert in no time.