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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.

Close dashboard
Close
+
Plecto

Category

Sales

Partner website

close.com

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

help.plecto.com

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

Email

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.

Win Rate of Deals

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Value of New Deals

Value of New Deals

Amount of money your potential new client’s account is worth.

Number of Won Deals

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Number of New Tasks

Count of your pending tasks.

Number of Calls Completed

Number of Calls Completed

Count of the support calls that have already been successfully answered.

Number of Leads Created

Number of Leads Created

Potential customers that have shown some interest in your company or product.

Number of Emails

Number of Emails

Amount of emails that each employee has received in the last period.

Value of Lost Deals

Value of Lost Deals

Amount of money the company is not going to earn due to a lost client.

Duration of All Calls

Duration of All Calls

Time spent talking on the phone with potential or current customers per day.

Number of New Leads

Number of New Leads

Potential future customers that have shown some interest in your company or product in the last period.

Number of New Deals Created

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

Average Call Duration

Average Call Duration

Average time spent by your entire team in their calls with clients.

Value of Won Deals

Value of Won Deals

Amount of money your new client’s account is worth.

Number of Lost Deals

Number of Lost Deals

Count of the number of opportunities that haven’t turned into clients.

Formula

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 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

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.

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