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