The control you want, the sales data you need.

All your sales metrics and KPIs in one BI reporting tool

klipfolio - Sales dashboard

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.

klipfolio - monthly sales dashboard example

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
klipfolio - sales team leaderboard

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

Metrics for Sales Professionals and Teams

Want to motivate your team and stay up to date on your data, but not sure which metrics to start with? Not to worry, we've compiled a list of the top, most common sales KPIs (key performance indicators) our users have built using Klipfolio. If you are looking for more, check out our KPI Library:

  1. Sales Target: Measure and compare current sales to a target or past performance
  2. Sales Opportunities: Organize prospects based on opportunity value and probability
  3. Conversion Rate: Measure of the effectiveness of your sales team at converting leads into new customers
  4. Sales-to-Date: Monitor and measure the total value of sales that have occurred over-time
  5. Sale per Rep: Measure the performance of each of your sales reps or sales teams
  6. Product Performance: Track and rank your products based on sales revenue performance
  7. Sales by Region: Zero in on the volume of sales by location
  8. Average Purchase Value: Measure the average sales value of each transaction
  9. Customer Acquisition Cost: Measure how much it costs to obtain a new customer
  10. Customer Lifetime Value (CLV or LTV): Measure the amount of money a customer brings in over the entire time they do business with a company
  11. Trial Accounts: Track the number of open trial accounta
  12. Gross Margin Return on Investment (GMROI): Measure the total revenue gained after covering the investment of making the sale
  13. Sales Cycle Duration: Monitor the length of time between the initation of the sales process to the final sale
  14. Unit Sales to Avg Market Sales: Compare the total share of the market your company holds campared to the market average
  15. Potential Revenue in Pipeline Measure the potential revenue that could be gained with the volume in the sales funnel
  16. Lead-to-Win Ratio Track how many leads turn into customers
  17. Product-Line Profitability: Measure the total profit gained from a specific product line
  18. Time to Break Even: Measure the time between product-launch and when it will start making profit
  19. Sales Quota Attainment: Track progression towards hitting sales targets
  20. Sales by Division/Team: Measure the total sales revenue gained by each division, team, individual
  21. Sales Growth: Analyze the growth of your sales
klipfolio - sales metrics connections

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.

  • klipfolio - salesforce
  • klipfolio - stripe
  • klipfolio - infusionsoft
  • klipfolio - quickbooks


Use our pre-built Salesforce metrics to track data like:

  • Sales this month
  • Sales this year
  • Open opportunities
  • Revenue by type
  • Wins by type
Klip Template | Salesforce - Open Opportunities by Stage

Open Opportunities by Stage

Understand the stage at which your opportunities are in the sales cycle.


Klip Template | Salesforce - Sales This Month

Sales This Month

Monitor your sales this month and compare to the average of the last three months.


See what else you can build for Salesforce


Use our pre-built Stripe metrics to track data like:

  • Payments
  • Subscriptions created
  • Subscriptions deleted
  • New customers
Klip Template | Stripe - Balance


Monitor your Stripe account balance and see how much is available and pending.


Klip Template | Stripe - Disputes


Monitor the number of active customer disputes.


See what else you can build for Stripe


Use our pre-built Stripe metrics to track data like:

  • Top invoice items
  • Top contact sources
  • Payment by type
Klip Template | Infusionsoft - Top Invoice Items

Top 10 Invoice Items (Last 1000 Items)

Discover which invoice items are bringing in the most revenue.


Klip Template | Infusionsoft - Top Contact Sources

Top Contact Sources (Last 1000 Contacts)

See where your traffic is coming from by visualizing your top ten contact sources.


See what else you can build for Infusionsoft


Use our pre-built QuickBooks metrics to track data like:

  • Revenue
  • CAC
  • Customer balance
  • Top customers by income
Klip Template | QuickBooks - Revenue

QuickBooks 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.


Klip Template | QuickBooks - Top 10 Customers by Income

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.


See what else you can build for QuickBooks

Custom Dashboards

Build a custom sales dashboard

klipfolio - basic concept dashboard software

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. 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.

klipfolio marketing airtame dashboard

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 TV dashboard article.