Salesforce Dashboard Examples

Klipfolio integrates directly with Salesforce, helping your sales wizards and support gurus to manage, analyze, and report on the Salesforce data that matters most - all in one place. Take a look at some of the Salesforce dashboards you can create with Klipfolio.

Monthly Sales Dashboard

Sales teams are all about hitting their targets. Easily track and compare monthly sales and spot trends fast.

  • Track your sales against daily and monthly targets to reach your goals
  • Compare opportunities, leads, conversions and everything in between
  • Empower your team to get results and achieve their set goals
Dashboard Monthly Sales

Sales Team Leaderboard

Friendly competition and real-time monitoring? Why not try a sales leaderboard. Display individual performance side by side, making it easy to see which teammates are ahead and on top of their selling game or behind their quotas.

  • Create a transparent, data-driven work environment
  • Make quick decisions based on the data without waiting for end of quarter reports
  • Fuel motivation in the sales team
Sales Team Leaderboard

Sales Opportunities Dashboard

Sales teams are motivated by the prospect of closing deals and converting leads into wins. This dashboard is designed to show the latest opportunities and sort them by stage.

  • Know where your future opportunities are and what to expect down the pipeline
  • Track which regions are driving business and what the average value of each purchase is per customer
  • Increase visibility of sales metrics to teams and executives within your company
Sales Opportunities Dashboard

There's a story behind the names and numbers in your massive CRM hub.

Be your data storyteller.

Why Salesforce?

Salesforce is a leading CRM tool that is the “one source of truth” surrounding sales activity for many companies. But another truth is that there are some real limitations in creating and deploying Salesforce dashboards, which for most businesses is critical. Not to mention the manual process being repetitive and time-consuming. It's not always easy to search and find what data you're looking for.

A Salesforce dashboard brings your data into the open.

Data needs to be shared. Without sharing, you’re stuck in Salesforce, your massive sales hub. The beauty of a Salesforce dashboard is that it presents your data in an open and clean format that makes sense to you and the people on your team.

Connecting with your Salesforce data
Building a dashboard with Salesforce data

How to build a Salesforce dashboard

  1. Connect your data
  2. Upload your Salesforce data with our built-in Salesforce integrations or API.

  3. Select your metrics
  4. All you need to do is figure out what’s most important for you and your team to track.

  5. Design your dashboard
  6. Move your data around to create a dashboard that makes sense to you. Change colours, and add some vibrant graphs, charts, or indicators.

  7. Share your masterpiece
  8. 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?

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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.

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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.

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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

Quickly connect your Salesforce data

Klipfolio offers built-in integrations or an API with Salesforce. That means that connecting your data to your dashboard is as simple as finding the Salesforce data you choose to put to work. After that, you can even get the data from Salesforce to update in Klipfolio automatically. You will have answers to all your data questions, regardless of if you're a beginner or advanced data guru. How cool is that?

Connecting with your Salesforce data
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+100s of others

Integrate with 300+ data sources

Want to compare numbers from Salesforce with your Google Analytics data in the same chart?

With Klipfolio, you can do that!

A Klipfolio dashboard can also pull in numbers from other channels, such as Marketo, QuickBooks, and Xero. No more needing to constantly open your sales hub and other platforms to check in on your performance.

Everything you need is in one place.

Share with your team in seconds

Get rid of your many static screenshots and reports, and stop adding to the organizational mess. Project management becomes a breeze with Klipfolio fitting into your everyday. From team sync-ups, to executive meetings, to performance self check-ins, dynamic dashboards allow you and your team to stay goal-focused and on the same page.

Board meeting sharing Excel dashboard

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.

Salesforce dashboard help resources

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.

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