Klipfolio Dashboard

Monitor the performance of your business, track key metrics, and create data mash-ups you can share. All in one dashboard.

Overview

Klipfolio is a real-time fully cloud dashboard building platform. With Klipfolio, users can directly manipulate and mashup the data that goes into their data visualizations, writing formulas utilizing dozens of functions, math operations and statistics. Dashboards built in Klipfolio can be easily shared and viewed on browsers, wall-mounted TVs, and on mobile devices (iOS and Android).

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Klipfolio Dashboard + Xero

Integrating Xero with Klipfolio allows you to develop custom dashboards that give you and your team insight into your performance. Pull key metrics from your Xero account into a dashboard that's up-to-date and easy to share with the whole team. Take your dashboard to the next level by combining your Xero data with services like Salesforce, Excel, and hundreds more.

Getting started

You can connect to Xero three different ways. With our Klip Gallery, you can connect and add pre-built metrics to build a dashboard quickly. Looking to make your own visualizations? Use our Connector Gallery and the pre-built API queries to pull in some of the most common Xero data, or build your own connections to pull in even more data.

Check out this article to get started.
https://support.klipfolio.com/hc/en-us/articles/216181577-How-do-I-connect- Klipfolio-and-Xero-

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5.0

7 Reviews

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guillermo rausseo

Posted

I created a Xero widget in just a couple of minutes and I now have a nice dashboard that shows the number of active clients, number of completed projects and other useful stuff for an infographic-like dashboard.

Martin Lespada

Posted

Stephane Hamel, can you tell me how do this?

John Masterson

Posted

Do you know anywhere you can see examples of custom widgets? The pre-built klips aren't exactly what I am looking for. Thanks, John

Hi all, just wanted to pop in to let you know that this thread is only for the review of Klipfolio Dashboard, and their integration with Xero. You'll only be able to post the once here, so if you've got general questions about the integration, it's best to reach out to Klipfolio Dashboard's Support (https://support.klipfolio.com/hc/en-us/articles/216181577-Use-Xero-as-a-data-source?r=uv&i=671488&ref=) directly, or post as a new discussion in Using Xero Connected apps (https://community.xero.com/business/topic/68141/).

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