Custom Close dashboards
Integrate Close with Plecto and get real-time insight into your sales team's performance and KPIs. Create your own customized KPIs such as hit rate and quota attainment and develop your own sales dashboards.
Category
Partner website
About Close
Close is a CRM system for startups and SMBs. It is designed to make your salespeople more efficient and improve productivity with built-in calling and automatic emailing tracking.
Additional help
Create real-time Close dashboard with Plecto
Visualizing your Close data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important sales activities, KPIs, and business metrics. Create a fully customized Close dashboard with Plecto, and add value to your Close data with meaningful visualizations.
Display your data on a wide variety of widgets, including graphs and speed-o-meters, and use conditional colours to easily identify progress towards your goal. Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation amongst your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale.
Take your dashboard to the next level, and combine your Close data with services like Salesforce, Aircall, and hundreds more. With Plecto's integration to Close, you are able to create, edit, iterate and display Close dashboards focused on sales hit rate and quota attainments. The options are endless. You can display your Close dashboards on TV screens across your office, on your computer or access to them from your device thanks to our iOS and Android app.
What types of data can you import from Close?
Leads
Get an overview of your leads for any given time period. It will help you to keep track of your lead qualification and see how they're converting into opportunities.
Update frequency
Every 2m
Default member field
updated_by
Default date field
date_created
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Call
Close Calls will enable you to keep track of your calling activities and to benchmark your team's performance in real-time.
Update frequency
Every 2m
Default member field
updated_by
Default date field
date_created
Supports custom fields?
No
Supports automatic registration deletion?
No
Opportunity
Close Opportunities will provide you with an overview of your pipeline and will enable you to keep track of what is closing and what you have closed so far.
Update frequency
Every 2m
Default member field
updated_by
Default date field
date_created
Supports custom fields?
No
Supports automatic registration deletion?
No
Keep track of your emails to your leads in Close. Combine emails and calls and get a full overview of your sales activities in real-time.
Update frequency
Every 2m
Default member field
updated_by
Default date field
date_created
Supports custom fields?
No
Supports automatic registration deletion?
No
Pre-built Close KPIs
Browse our extensive library of pre-built Close KPIs or customize and create your own.
The amount of won deals compared to the total opportunities created during a certain period.
Potential customers that have shown some interest in your company or product.
Potential future customers that have shown some interest in your company or product in the last period.
Total number of new clients that your company has welcomed over the last period.
Don't see the KPI you are looking for?
Build your own KPIs to use for custom widgets with our easy-to-use formula editor.
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.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
