Back to all integrations

Custom E-conomic dashboards

Build customized E-conomic dashboards that visualize your business metrics and KPIs in real-time. Import your data directly from E-conomic and create your own dashboards.

E-conomic dashboard
E-conomic
+
Plecto

Category

Finance

Partner website

www.e-conomic.com

About E-conomic

E-conomic addresses all your bookkeeping needs in one intuitive accounting program.

Additional help

help.plecto.com/e-conomic

Create real-time E-conomic dashboard with Plecto

Build insightful E-conomic dashboards to track your billing system accurately and in real-time. An E-conomic dashboard from Plecto allows you to focus on your customer, product, employees and not worry about how to send out your bills.

With Plecto's integration to E-conomic, your team can focus on improving the performance of your customer journey and profile activity in real-time. Plecto's Live TV app allows you to show your key metrics and KPI from E-conomic to the entire office, so your team can understand and improve over time.

Our E-conomic integration makes it easy for you to create, edit, iterate and display dashboards from E-conomic. With just three clicks, you can easily show your office key financial metrics, so your teams can act fast on.

What types of data can you import from E-conomic?

Invoices

With the data type "Invoices", Plecto is able to retrieve the invoices from Economic and use the information from this in Plecto.

Update frequency
Every 1h

Default member field
salesPerson

Default date field
issue_date

Supports custom fields?
No

Supports automatic registration deletion?
No

Invoice Lines

The data type Invoice Lines will get the individual invoice lines from E-conomic and into Plecto. This will include data such as quantity, total net product descriptions and much more.

Update frequency
Every 1h

Default member field
salesPerson

Default date field
issue_date

Supports custom fields?
No

Supports automatic registration deletion?
No

Customers

The Customer data type will ensure that you'll get the data of your customers into Plecto. This will include name, addresses, any due amount and their balance.

Update frequency
Every 1h

Default date field
last_updated

Supports custom fields?
No

Supports automatic registration deletion?
No

Account Entries

E-conomic Account Entries is a data type set up to allow you to get the information of your entries into Plecto. This will include entry type and account number of the entries, as well as the value of the entry.

Update frequency
Every 1h

Default date field
creation_date

Supports custom fields?
No

Supports automatic registration deletion?
No

Pre-built E-conomic KPIs

Browse our extensive library of pre-built E-conomic KPIs or customize and create your own.

Latest Customer Name

Latest Customer Name

The most recent user that created an account on your platform.

Value of New Orders

Value of New Orders

Monetary value of each new purchase done on your website.

Number of New Customers

Number of New Customers

Total amount of opportunities that have turned into clients in the last period.

Average Basket Size

Average Basket Size

Average amount of products that your customers are buying from your website in each purchase.

Average Order Value

Average Order Value

Average amount of money your clients are spending on their orders.

Number of Products Sold

Number of Products Sold

Total amount of products you’ve sold over the last period.

Return on Ad Spend

Return on Ad Spend

Total revenue generated by a specific channel compared to the total spend on ads in that channel.

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.

plandpartners.png

Improving performance and bringing the departments in PL & Partners closer together through transparency

PL & Partners are on a rapid growth journey. Every year they expand their team with 25%, while their yearly revenue growth rate is between 50-100%. Since 2017, has PL & Partners used Plecto, and with the implementation, they experienced an increase in transparency, motivation, and performance.

Read more

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.

Plecto

Start 14-day free trial

Get started in minutes. No credit card required.