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Step 2: Create Formulas
Create formulas with your data
| Quick Start Guides |
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| Step 1: Integrate Your Data Step 2: Create Formulas Step 3: Set up Dashboards, Reports, Contests & More Step 4: Add Your Dashboards and Contests to TVs Step 5: Invite Your Teams |
Formulas tell Plecto what data to calculate. For example, you've imported all your calls in Plecto - now what? Now you can create a formula that counts how many calls there are in your data source (or add filters to specify only answered or missed calls).
🔥 All formulas in Plecto are universal and can be used across all Plecto features.
You can use the same formula to see your sales of today, for the current month, by team, employees, and more.
Formulas and Widgets
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Formulas are conceptual – they answer the question "what to do?" Plecto formulas are not restricted to any time periods.
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Widgets take formulas and add a time period to display KPIs for specific time frames.