Easy dashboards
January 09, 2018
Easy dashboards
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Klipfolio
We use Klipfolio in our international salesteam. We use it to follow Sales KPI's on a large screen. It allows everyone to follow the sales in detail based on the KPI's that we have selected as important.
The tech behind it is quite simple - we pull data from our CRM and quote software via ODBC and into an Excel-sheet that is saved on a Google Drive. The Klipfolio connector to Excel on Google Drive is easy to activate and from there everything autoupdates. In short - if you can create an Excel-sheet with data, you can create great dashboards by using Klipfolio. There are a bunch built-in and ready to use, or you can quite easily create your own.
The tech behind it is quite simple - we pull data from our CRM and quote software via ODBC and into an Excel-sheet that is saved on a Google Drive. The Klipfolio connector to Excel on Google Drive is easy to activate and from there everything autoupdates. In short - if you can create an Excel-sheet with data, you can create great dashboards by using Klipfolio. There are a bunch built-in and ready to use, or you can quite easily create your own.
Pros
- Ease of setup and use
- Great graphics even if you are not a designer!
- Easily shared on large screens
Cons
- Dedicated connectors to our CRM and quote software would be great.
- Better export of Klips and complete dashboards
Comments
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