Quantcast
Channel: 1%
Viewing all articles
Browse latest Browse all 420

New Klips for Xero, Insightly and Webtrends

$
0
0
New in the Gallery - Xero, Webtrends, and Insightly
August 14, 2015

Stephen Yates

The new Klip Gallery allows you to track your key metrics with just a few clicks. We’ve created pre-built Klip templates for some of the most popular services and data sources. You can get the Klips that matter most to your business right from our Gallery to your dashboard in minutes.

Here are the latest additions to our Gallery:

Xero

Xero dashboard example

Xero is the global leader in online accounting. It makes small businesses better by saving time on back-office processes and giving their advisors the ability to provide higher-value, higher-impact services.

  • Accounts Receivable and Payable - Track your total bank balance, accounts receivable and payable for this month.
    Add Klip to Dashboard
  • Current AR and AP - Track your Accounts Receivable and Payable for this month. Also, compare average debtors and creditors for this month and last month.
    Add Klip to Dashboard
  • Executive Summary - This indispensable Klip provides an executive summary of your business metrics for this month and the last.
    Add Klip to Dashboard
  • Expenses This Month - See a breakdown of your expenses for this month.
    Add Klip to Dashboard
  • Income and Expenses (Last 12 Months) - Visualize your income, expenses and profit over the past 12 months.
    Add Klip to Dashboard
  • Net Profit - Display your net profit with the Value Pair component.
    Add Klip to Dashboard
  • Profit and Loss Report - Display a full profit and loss report for this month.
    Add Klip to Dashboard
  • Recent Payments - Always know where your money is coming from by tracking your recent payment history.
    Add Klip to Dashboard
  • Today's Bank Balance - Select a bank account from the drop down menu and see your total closing balance.
    Add Klip to Dashboard

Insightly

Insightly dashboard example

Insightly is a CRM and Project Management tool. Use Insightly to track leads, proposals, opportunities, projects and manage files. Then, visualize it all with Insightly Klips!

  • Deals Won (Last 30 Days) - Monitor the total value of wins over the past 30 days, and compare it to the total from the previous 30 days.
    Add Klip to Dashboard
  • Opportunity Pipeline - View opportunities at each stage of the pipeline, and track bid values.
    Add Klip to Dashboard
  • Quarterly Metrics - Track your most pivotal metrics for the current quarter.
    Add Klip to Dashboard
  • Top 5 Opportunities - Monitor your top five opportunity values and ensure they turn into wins.
    Add Klip to Dashboard
  • Top 5 Recent Wins - Show off your five most recent wins.
    Add Klip to Dashboard
  • Value of Open Opportunities - Monitor the total value of all open opportunities.
    Add Klip to Dashboard
  • Wins By Category - See a list of your latest wins by category.
    Add Klip to Dashboard

Webtrends

Webtrends dashboard example

Keep your customers loyal with a Webtrends dashboard. Webtrends Analytics on demand customers can now monitor key metrics.

  • Website Page Views and Visits (Last 30 Days) - Monitor your website visits and page views over the past 30 days and compare to the previous 30 days.
    Add Klip to Dashboard
  • Website Visitors (Last 30 Days) - Track your website visitors over the past 30 days and compare it to the previous 30 days.
    Add Klip to Dashboard
  • Average Time on Site - Monitor the average time a visitor spends on your website.
    Add Klip to Dashboard
  • Bounce Rate - Monitor your daily bounce rate and always know when improvements can be made.
    Add Klip to Dashboard

Viewing all articles
Browse latest Browse all 420

Trending Articles