Geckoboard

Sales data sources

Steps to connect directly to Close to access your data.

Connect your Close data to Geckoboard

Learn why you might see different numbers in Close than on your Geckoboard widgets.

Data discrepancies between Close and Geckoboard

Close

Connect your HubSpot data to Geckoboard

Learn how to adjust presentation options and filter your HubSpot data to create easy-to-understand visualizations.

Customize HubSpot widgets

Ways to prevent hitting Hubspot's maximum number of API calls in a 24-hour period.

Exceeding HubSpot's API request limit

If you've received the error message, you need to upgrade to a HubSpot paid plan.

HubSpot error: 'Account does not have the necessary permissions'

Learn how to build visualizations from your HubSpot data to track your most important metrics.

How to build a HubSpot dashboard

Learn how to use Workflows in HubSpot to filter numerical data within your widgets.

Use Workflows in HubSpot to create custom filters for your dashboard

Learn about refresh rates for HubSpot widgets.

HubSpot refresh rates

Learn about the specific data processed by Geckoboard when you connect your HubSpot account to visualize data.

Data processed by the HubSpot data source

HubSpot

Steps to connect directly to Pipedrive to access your data.

Connect your Pipedrive data to Geckoboard

Learn how to adjust presentation options and filter your Pipedrive data to create easy-to-understand visualizations.

Customize Pipedrive widgets

Broadcast live Pipedrive KPIs and leaderboards to your sales team with a real-time dashboard to keep them motivated and in sync.

How to build a Pipedrive dashboard

Pipedrive

The grouped fields from your report form the base of your visualizations, while the summary fields act as the metrics.

How Salesforce reports connect with Geckoboard

Learn how to build a custom report in Salesforce Lightning.

Build a report for Geckoboard in Salesforce Lightning

Learn how to build a report in Salesforce Classic.

Build a report for Geckoboard in Salesforce Classic

Steps to display a Number widget with a comparison value using your Salesforce data.

Build a Salesforce Number widget with comparison value

Steps to prevent Salesforce percentage related metrics displaying 0 (zero) instead of the intended percent.

Salesforce percentage related metrics displaying 0 (zero)

Steps to take if you're not able to connect your Salesforce account to Geckoboard.

Trouble connecting to Salesforce

Steps to get your Salesforce widgets working if they display this error message.

Salesforce widget error: 'We were unable to build your widget'

Error usually occurs when your Salesforce report is not grouped by any field.

Salesforce error: 'Cannot read property ‘xAxis’ of undefined'

Steps to enable Salesforce API access using profiles and permission sets.

Enable API access in Salesforce

Ways to prevent hitting Salesfore's maximum number of API calls in a 24-hour period.

Exceeding Salesforce's API request limit

This can happen if your Salesforce report has more than 2,000 rows, which exceeds Salesforce API limit.

Salesforce widget not showing all data

Connect your Salesforce report to Geckoboard to begin visualizing your data.

How to display Salesforce data on your dashboard

Geckoboard visualizes data from reports you’ve already set up in Salesforce (Enterprise, Unlimited, Developer or Performance editions).

Salesforce

Geckoboard only requires a "Restricted Access" API key with just Stats set to "Read Access".

What API key permissions are required for SendGrid?

SendGrid

Steps to connect directly to your Shopify store to access your sales data.

Connect your Shopify store data to Geckoboard

Learn how to adjust presentation options and filter your Shopify data to create easy-to-understand visualizations.

Customize Shopify widgets

Track conversion rates, shopping cart behavior, and more user activity on your Shopify store with Google Analytics and Geckoboard.

How to track Shopify conversion rate

Learn how to build a real-time Shopify dashboard.

How to build a Shopify dashboard

Shopify

Connect your Zendesk Sell data to Geckoboard

Zendesk Sell

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