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Plecto best-fit

  • If you are a sales or support manager
  • Want to react/coach your team in real time
  • Want to motivate your team to reach targets
  • Want to get started in minutes with no IT help
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Tableau best-fit

  • If you handle highly complex datasets
  • If you need to connect to diverse data sources, including databases and cloud services
  • Want to engage with advanced analytics and AI-driven data exploration
  • Need to support large-scale and scalable BI use cases
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Both Plecto and Tableau together

  • Managing a large sales or CS team with real-time performance dashboards and in-depth trend analysis
  • Combining motivational KPIs with historical data visualizations for strategic planning
  • Using gamified dashboards to engage employees, while stakeholders review BI reports

Plecto and Tableau are both highly effective data analytics tools. But they’re also very different platforms with very different use cases. Which one do you need?

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William Seyf

CEO and Co-Founder, Länsförsäkringar Stockholm

"I wanted to get an overview of performance. I wanted to show the more basic statistics that the agents understand, and that pushes them to higher limits and higher levels."

Read more here
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The verdict: Plecto vs Tableau

Tableau is an excellent choice for companies that need a powerful BI solution and want to stay within the Salesforce ecosystem.

But for teams who simply need a way to motivate employees by displaying their metrics, Plecto is your better bet.

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Plecto features

Think Plecto is your perfect fit?
Read on to learn more.

✖ Real-time updates not available on standard Tableau subs

Visualize your team's KPIs in a motivating way in real time on TV dashboards in the office that look great!

For frontline reps:

  • A motivating enablement tool to see their stats instantly
  • Can take ownership of their performance
  • Access to their own personalized performance dashboards

For managers:

  • Identify trends in your team's performance
  • Ensure that your whole team stays on track with their goals

✖ Not built in Tableau

Make hitting KPIs exciting with fun contests, funny celebratory notifications, and real-world prizes or rewards.

For frontline reps:

  • Have fun competing against/working with colleagues to achieve goals
  • Feel valued and recognized
  • Enjoy the opportunity to win prizes


For managers:

  • Easy set-up and low maintenance
  • An efficient and effective way to engage your team

Connect your sales, CRM, lead, telephony, and helpdesk systems with plug-and-play or custom API with Plecto, so:

  • All your KPI data is in one place
  • You can get a holistic view of your team's (and broader aligned company's) performance
  • You save hundreds of hours a month looking for data in different systems
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✖ Not available in Tableau

Take action on your KPIs in a more fluid and ongoing basis, instead of key insights and coaching opportunities being kept hidden away.

For frontline reps:

  • Can access previous 1:1s to see their own long-term coaching plans, goals, and growth anytime
  • Can collaborate with their manager on setting personalized and realistic targets based on their skill and experience level
  • Develop knowledge and training in a fun way with quizzes


For managers:

  • Can easily onboard new team members without spending months on training
  • Can tailor coaching to be more personalized and effective through time-saving 1:1 templates
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Checklist

Is Plecto right for you?

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Johan Hilding

CEO and Co-Founder, Förebygg

"The possibility to really merge data sources into one KPI or several KPIs is so simple! Also with the new KPI builder, it's even easier for people who don't know much about Excel and formulas."

Read more here

Connects with your CRM, leads, telephony, and help desk

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Dedicated resources. No hidden and expensive implementation fees.

Don't worry about difficult data setups and being held back by BI-required abilities. We've got the resources to help you get the most out of your metrics! With Plecto, you enjoy:

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Onboarding

Free kickoff call + 2 free hours of onboarding with your Customer Success Manager. Support available via phone, chat, or email when you need it.

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Help Center

An extensive range of video tutorials and written guides to help at any time of your Plecto customer journey.

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Plecto Expert Service

Consult our PES team if you want your setup taken to a more technical next level (for additional paid hours).

And in case you're still undecided...here are some of Plecto's extra features.

Save bags of time and hours of manpower by automating your reports. All you need to do is set it up once and you are good to go!

Learn more about reports
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Rep just booked a meeting? Reached a revenue milestone? Get instant notifications popping up on your office TVs to motivate and engage your team.

Discover notifications
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With our mobile app, Plecto is the perfect tool for managers who are on the move from meeting to different locations or simply just want to stay in the know! Plus, Plecto on the TVs is a great motivator for all staff around the office.

Go to Plecto's TV guide
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Plecto vs Tableau FAQ

Plecto is less about analyzing Big Data, and more about taking immediate action through live data-based updates. For this reason, Plecto is perfect for sales and support teams across industries, from insurance to security to home service. Depending on your particular needs, you can choose to emphasize either Plecto’s gamification or data visualization capabilities. Wherever there are KPIs, Plecto is there too.

Plecto’s dual strengths are visualization and gamification. Visualization, to present the data you need on easy-to-understand dashboards; and gamification, to get employees and teams motivated through the use of contests, notifications, and prizes. With its smaller scale than Tableau and its emphasis on KPIs, Plecto brings immediate, actionable insights to the forefront of performance.

Plecto is absolutely suited for enterprise organizations. Our customers include some of the largest corporations in the Nordic region—If Insurance, G4S, and Telmore—as well as other companies across Europe and North America. Support for enterprise-tier organizations occurs through our guided free implementation process, a dedicated CSM for each customer, and ongoing support from our Expert Services team whenever you need it.

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