Keep an overview of the status of your investments
Stay on top of your investments with real-time insights
As an investor, it’s important to have a full picture of how your startups or investments are progressing. Plecto allows you to stay informed and aligned during good times, and to react faster to challenges.
Keep up to date with your performance
Having real-time insight into your performance enables you to stay updated of the founders’ decisions, and collaborate with them to boost your results.
Set cross-functional dashboards for your businesses
Create individual dashboards for each of your investments
Investors often have more than just one business to follow up on, and it can be challenging to keep them all in check at all times. Create individual dashboards for each of your businesses, and follow the most relevant KPIs for each of them.
Combine different businesses in one dashboard
If you want to have an overview of all your investments in one place, you can also combine data from different sources and businesses on the same dashboard. Full overview at a glance.
Monitor the KPIs that best fit your investments
Choose the best KPIs for each of your business
You can track different KPIs for your various investments, depending on the specific goals and metrics you want to monitor.
Combine KPIs on the same dashboard
To get the best overview of your overall performance, you can keep track of as many KPIs as you need in one dashboard. Customize them with our variety of widgets to make it more visual.
Automatize your reports for the different meetings
Create custom reports in no time for your Board meeting
Forget about spending time creating reports for every meeting. We’ve created an automated reporting solution that allows you to export your relevant KPIs for each investment, in no time!
Receive them done in your inbox in a matter of seconds
With our automated reports, you choose the KPIs and the frequency and just receive them done in PowerPoint or Excel format. You can also choose to send them directly to the Board or your businesses’ founders.
Import data from different sources automatically
Use Plecto’s integrations to import your data
Plecto integrates with +50 systems used across-departments, which makes it easy to import data automatically into the dashboard. If you prefer, you can also enter manual data or connect Plecto to your Excel sheets.
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Explore Plecto's features
Visualize KPIs on TVs around the office.
Recognize and celebrate success as it happens.
Set up contests across any KPI in a matter of seconds.
Save time with real-time reports in Plecto.
Set targets for each employee and follow progress in real-time.
Challenge top performers with records and special awards.