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.
Immediately recognize when budgets are exceeded
Stay on top of each budget and react quickly when they are being exceeded using instant notifications.
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.
Forecasting with great success
Enable your team to be able to plan with accuracy and efficiency using real-time forecasts and reports.
"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
Vice President of Operations at 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.
2. Build dashboards
Use our prebuilt KPIs 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%.
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.