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.
How to build the Sales Team Leaderboard
Our Sales Team wanted to ignite their competitive side and developed a dashboard that would help them track their progress and performance... Thus the Sales Leaderboard was born. Now, we want to share it with you. Watch this short tutorial to learn how to build your own leaderboard for your team!
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.
How to build a Salesforce TV Dashboard
I want to share a process for building a Salesforce TV dashboard that is vendor-agnostic, because there are some things you need to get right no matter what solution you choose. If you want to try Klipfolio, I’ve included a detailed tutorial for setting up a Salesforce dashboard below.
Here’s a process for building a Salesforce dashboard:
- Determine who will view the dashboards
- Choose the data for the dashboards
- Decide what dashboards you will build
- Choose dashboard software
- Choose digital signage hardware
1. Determine who will view the dashboards
Your first task is to identify your audience for the Salesforce dashboards. The two biggest use cases are displaying sales KPIs and metrics to your executive team, and getting performance metrics in front of your sales team.
Depending on the audience, the resulting dashboards will be designed differently. For example, an executive sales dashboard will focus on organizational objectives like sales growth, progress towards sales targets, and revenue per account. You may decide to incorporate these sales KPIs into a dashboard that takes a 30,000ft view of the business.
A dashboard for your sales team may focus more on operational performance metrics. The dashboard should lend itself to actionable analysis and feature targets as prominently as possible. Whenever your team looks at the dashboard, they should know if performance is good or bad.
2. Choose the data for the dashboards
Data fatigue is a thing and you don’t want your dashboards to contribute to that problem. Avoid data overload by carefully selecting the information you put on a dashboard. Sometimes less is more, even in this era of Big Data.
If you’ve completed Step 1, this next step should be easy. Make it simpler by asking people what information they want and why. The answer should make what data you put on the dashboard self-evident.
As a rule of thumb, I always challenge myself to associate a target with metrics on a dashboard. It’s a good way to keep things actionable, and forces you to think twice before putting a meaningless chart on a dashboard.
If you’re stumped as to what to put on your sales dashboard, you can browse our gallery of Sales KPIs and Metrics for ideas.
3. Decide what dashboards you will build
Like a good book, your Salesforce dashboards should have a title. It doesn’t have to be a catchy title that will adorn a bestsellers list, just a descriptive name that will let your team know what they’re looking at.
This exercise is useful to force you to limit what you put on the dashboard when you get to the design phase. Every metric you put on the dashboard needs to pass a litmus test: does it contribute to the story or not?
Of course, you probably have a good idea of what you want on a dashboard from your Salesforce database.
4. Choose dashboard software
A quick Google search will reveal dozens of vendors all vying for your attention (including us). We appreciate the challenge you face in finding a Salesforce dashboard tool.
In our experience, choosing dashboard software comes down to four key factors in this order:
- Ability to connect to all relevant data services
- Price and cost of ownership
- Speed to deploy
- Ability to share across the organization
Beyond those four factors, there are personal preferences and bells-and-whistles. Not to discount that, but conversations with vendors stop dead if the first four checkboxes aren’t ticked.
5. Choose digital signage hardware
You’ll have no shortage of options when it comes to choosing your casting hardware. There are lots of options available. Here are a few that we know are compatible with Klipfolio:
- Rise Vision
Airtame is a small wireless HDMI device that plugs into the HDMI port of any TV screen or projector. It allows you to display your Salesforce dashboard to the TV from any computer, tablet, or smartphone.
Rise Vision is a free, web-based digital signage platform. It allows you to display dashboards, calendars, spreadsheets, webpages, RSS feeds, and YouTube videos. All you’ll need is a media player, some kind of display monitor, and a free account.
Rise Vision is great for organizations who want a simple way to show dashboards and manage their displays from a free, easy-to-use web app.
truDigital offers a cloud-based digital signage solution that is quick to learn and powerful to use. Display graphics, videos, PowerPoint presentations, local weather, social media feeds, live news, KPI dashboards and more — all starting at $29/month with no contracts. Free training and VIP support are included with all of their plans.
truDigital Signage serves industries such as automotive, corporate, education, financial, government, healthcare, manufacturing, restaurants, and retail, among others.
ScreenCloud is an incredibly easy-to-use cloud-based digital signage software for any screen. With free access to their App Store, you can upload dashboards, graphics, notices and social media feeds in minutes.
ScreenCloud works on consumer grade hardware (such as normal TVs and media dongles) and is $20/month with no contract obligations, making it perfect for both small and large enterprises.
Start monitoring your Salesforce data and stop digging for it
We both know how important your Salesforce data is, but after reading this blog post I hope you’ve come to understand just how simple it is to fuse importance with accessibility.
Building a Salesforce TV dashboard is the same for desktop as it is for tablet, the only difference being you can’t forget the numbers when they’re right in front of you!
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