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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

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/close.io

The Close integration will provide you with a full overview of your data and enable you to fully control the setup and your KPIs. Create customized KPIs across systems and data types, such as sales hit rate and quota attainment.

What types of data can you import from Close?

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

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

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.

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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