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Create customised Freshsales dashboards

Customize your Freshsales dashboards to visualize your relevant data and metrics directly on your dashboard. Use this integration to display your sales KPIs and follow their progress in real-time.

Freshsales dashboard
Freshsales
+
Plecto

Partner website

www.freshworks.com/freshsales-crm

About Freshsales

Freshsales is an AI-based CRM that helps sales teams track their lead scoring, phone, email, activity capture, and more.

Additional help

help.plecto.com

Create real-time Freshsales dashboards with Plecto

Plecto's integration with Freshsales allows you to create fully customizable dashboards to visualize your most relevant data in real-time. This integration enables your sales team to follow their progress and performance with accurate results and targets.

Import your Freshsales data automatically into your dashboard and start monitoring your relevant KPIs like leads and deals, in real-time. Use Plecto's unique gamification features to engage your salespeople with their performance by displaying their KPIs in the most insightful way. Use our variety of widgets to increase your team's motivation at work, like our graphs, speed-o-meters, and conditional colors to identify the progress towards a goal. You can also create customizable contests to boost your sales teams motivation with a specific KPI, and create instant notifications to trigger on the dashboard every time an employee reaches a new target. Options are endless to make it fun to be at work.

The integration with Freshsales enables you to scale up your sales efforts and start monitoring and visualizing your team's performance as it happens, to give you the best overview of your business at all times.

You are able to create, edit and display your Freshsales dashboards however you want to, and share them with your different stakeholders like employees, managers, and investors. Moreover, you can always display your dashboards on the office TV, or access them through your laptop, tablet, smartphone, or Apple Watch, to get the best insights whenever and wherever you are.

What types of data can you import from Freshsales?

Leads

Update frequency
Every 5m

Supports custom fields?
No

Supports automatic registration deletion?
No

Deals

Update frequency
Every 5m

Supports custom fields?
No

Supports automatic registration deletion?
No

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.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards 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% with visualizing data on dashboards.

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

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