Create real-time Dynamics 365 Sales dashboards with Plecto

Track your sales KPIs in real-time

Gain complete visibility into your sales performance with real-time Microsoft Dynamics 365 Sales dashboards in Plecto. Monitor key metrics such as calls, accounts, leads, and opportunities, ensuring your sales team stays on top of their targets. Customize your dashboards with dynamic visualizations, including graphs, speedometers, and charts, to make data-driven decisions faster than ever.

Boost sales performance with gamification

Motivate your sales team by turning performance tracking into an engaging experience. Create leaderboards that showcase top performers, celebrate wins with real-time notifications, and launch friendly contests that drive productivity. Whether it’s closing a deal or hitting a new milestone, Plecto ensures every achievement gets the recognition it deserves.

Display wherever your team is working

Supercharge your sales strategy by combining Microsoft Dynamics 365 Sales data with other business tools. Display your dashboards on TV screens in the office, on your computer, or on the go with Plecto’s mobile apps. Keep your team aligned, focused, and ready to close more deals with a complete view of your sales KPIs.

Technical details

Types of data you
can import

Types of data Update frequency Default member field Default date field Supports custom fields Supports automatic registration deletion Supports relations
Custom Objects Every 2m
Sales order details Unspecified
Accounts Unspecified Owner
Appointments Unspecified Owner ID
Calls Unspecified Created by
Campaign responses Unspecified
Campaigns Unspecified
Contacts Unspecified Owner
Leads Unspecified Owner
Opportunities Unspecified Owner
Orders Unspecified
Quote products Unspecified
Tasks Unspecified Owner ID Created on
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