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Custom Salesforce dashboards

Customize your Salesforce dashboards to visualize business metrics and sales KPIs in real-time. Import your data directly from Salesforce and develop your own sales dashboard.

Salesforce dashboard
Salesforce
+
Plecto

Partner website

www.salesforce.com

About Salesforce

Salesforce is a customer relationship management (CRM) solution that brings companies and customers together, which will help you get a clear overview of your clients and the stages that they are in.

Additional help

help.plecto.com/salesforce

What types of data can you import from Salesforce?

Task

Update frequency
Every 2m

Default date field
CreatedDate

Supports custom fields?
No

Supports automatic registration deletion?
Yes

Opportunity

Update frequency
Every 2m

Default date field
CloseDate

Supports custom fields?
No

Supports automatic registration deletion?
Yes

Event

Update frequency
Every 2m

Default date field
CreatedDate

Supports custom fields?
No

Supports automatic registration deletion?
Yes

Lead

Update frequency
Every 2m

Default date field
CreatedDate

Supports custom fields?
No

Supports automatic registration deletion?
Yes

Pre-built Salesforce KPIs

Browse our extensive library of pre-built Salesforce KPIs or customize and create your own.

Win Rate of Deals

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Value of New Deals

Value of New Deals

Amount of money your new client’s account is worth.

Number of Won Deals

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Number of New Tasks

Count of your pending tasks.

Number of Calls Completed

Number of Calls Completed

Count of the support calls that have already been successfully answered.

Number of Tasks Completed

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number of Leads Created

Number of Leads Created

Potential customers that have shown some interest in your company or product.

Formula

Don't see the KPI you are looking for?

Build your own KPIs to use for custom widgets with our easy-to-use formula editor.

How POS Nation Uses Performance Data to Motivate Employees

From sales reps to support technicians, POS Nation monitors real-time dashboards throughout the workday. What started as a simple social experiment has now generated tangible productivity improvements for the company.

Read more

How it works

1. Connect your data sources

One-click real-time integration with the most popular CRM, support, marketing and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPIs or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20%.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.

Plecto

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