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Salesforce
Open Opportunites (This Year)
Track your key metrics on open opportunities and always know what your sales potential is.
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform used by sales teams to manage leads, opportunities, and pipeline. Connect Salesforce to Klipfolio to build real-time dashboards that surface the metrics your team actually needs — without manual exports.
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QuickBooks and Salesforce CAC (Last 30 Days)
Mash up your QuickBooks and Salesforce data to measure your Customer Acquisition Cost over the last 30 days.
UsesOpen Opportunities by Stage
Understand the stage at which your opportunities are in the sales cycle.
UsesAccounts by U.S. State
See the location of your U.S. Salesforce accounts.
Uses