Custom Insightly dashboards
Get a complete overview of your business performance with real-time dashboards. Import your data directly from Insightly to Plecto and build customized dashboards that visualize your KPIs in real time.
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About Insightly
Insightly is a cloud-based CRM system for mid-sized businesses that combines marketing, sales and project management in one solution.
Additional help
Tier
Create real-time Insightly dashboards with Plecto
Our integration with Insightly allows you to build customized dashboards focused on your CRM metrics. Integrate now and keep track of your data in real time.
Build a complete overview of your business performance and add value to your KPIs with beautiful and highly customizable widgets in dashboards and reports. You can display your CRM metrics on a variety of widgets, including graphs, speedometers, charts, tables, and many more. Add conditional colors to your formulas to make your KPIs stand out!
Use our gamification features and see an immediate increase in your business performance! Create contests and leaderboards that spark motivation among your sales teams, set up custom notifications, give achievements, and more – every feature in Plecto is highly customizable!
Integrate now and visualize your Insightly KPIs on TV screens around the office, on your computer, or access them from your mobile device with our free iOS and Android apps.
What types of data can you import from Insightly?
Tasks
Update frequency
Every 2m
Default date field
Start date
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Contacts
Update frequency
Every 2m
Default date field
Date created
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Events
Update frequency
Every 2m
Default date field
Start date
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Leads
Update frequency
Every 2m
Default date field
Date created
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Opportunities
Update frequency
Every 2m
Default date field
Date created
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
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.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
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.
