Real-time visualization of your finances

Understand where the money is going 

Use dashboards to see all of the salaries, expenses and income as they incur on a dashboard in real-time and become more proactive.

Learn more about Dashboards

Immediately recognize when budgets are exceeded

Stay on top of each budget and react quickly when they are being exceeded using instant notifications.

Learn more about Instant Notifications

Pipeline Value
Current month
$158,000
Total Leads
Current month
387
Enterprise Leads
Current month
8
New Opportunities
Current month
178
Hit Rate
Current month
32%
E-conomic Fenerum

Save time spent on reporting

Automate reporting

Easily create reports with automatically updated numbers and export them to Excel and PowerPoint in just a few clicks. No more copy-pasting.

Learn more about Real-time Reports

Customizable KPIs

Use our pre-defined KPIs or create more advanced KPIs that suit your business needs - only you set the limits.

CEO Report overview

Forecasting with great success

Enable your team to be able to plan with accuracy and efficiency using real-time forecasts and reports.

Plecto Reports
Digital Pharmacist logo

"Plecto has saved us hours of reporting time that we used to do manually, and the motivation and drive it brings to our reps has allowed us to lower head count as our reps are more productive than ever before."

Rustin Fincke

VP of Operations, Digital Pharmacist

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

Explore Plecto's features

Real-time Dashboards

Visualize KPIs on TVs around the office.

Instant Notifications

Recognize and celebrate success as it happens.

Contests

Set up contests across any KPI in a matter of seconds.

Real-time Reports

Save time with real-time reports in Plecto.

Performance Agreements

Set targets for each employee and follow progress in real-time.

Achievements

Challenge top performers with records and special awards.

Start your free trial today

Get started in minutes. No credit card required.

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