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Custom Pardot dashboards

Track your key B2B marketing and CRM metrics from Salesforce Pardot in real-time with a custom made dashboard from Plecto. Get your team motivated by showing them data that matters to them.

Pardot dashboard
Pardot
+
Plecto

Marketing

Partner website

www.pardot.com

About Pardot

Pardot is a SaaS marketing automation solution by SalesForce that offers targeted email campaigns, and lead management for B2B sales and marketing organizations.

Additional help

help.plecto.com/pardot

Create real-time Salesforce Pardot dashboard with Plecto

Build a fully customizable dashboard with Pardot data to give your marketing department the best overview of their performance. With Plecto's integration to Pardot, you can choose the data that you want to display on the dashboard and monitor it in real-time to be updated on your team's progress. Moreover, Plecto allows you to gather all your data in just one place, so you can combine your insights from Pardot with the rest of your Salesforce data.

A Pardot dashboard gives you the best overview of your data and performance because you choose the KPIs that you want to focus on. Monitor marketing metrics like ROST, Cost-Per-Click, or Leads Generated to make sure your marketing strategy is working as expected. You can also set alerts for when a budget is about to pass a certain threshold so that you can act fast on it and get the best out of your investment.

You can personalize the dashboard, the theme, and the widgets to align it with your corporate culture, and use our unique gamification options to increase your employees' motivation at work. Display your advertisement data on a wide variety of widgets, including graphs, speed-o-meters, or tables, and use conditional colors to easily identify progress towards your goal. Create leaderboards for your team, or set customizable notifications to trigger whenever an employee reaches a new goal or milestone.

With Plecto's integration to Pardot, the options are endless. You are able to create, edit, iterate, and display data focused on marketing and customers. You can display your Pardot dashboards on TV screens across your office, or access it from your laptop, tablet, smartphone or Apple Watch.

What types of data can you import from Pardot?

Prospects

A prospect is a visitor with a registered email address in Pardot. A prospect is created when a website visitor submits a form, or when a lead or contact is imported or synced from Salesforce. When you send an email in Pardot, you send it to a prospect.

Update frequency
Every 2m

Default member field
assigned_to

Default date field
created_at

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Visitor Activities

Pardot tracks visitor and prospect activities on your website and landing pages by setting cookies on their browsers

Update frequency
Every 2m

Default member field
assigned_to

Default date field
created_at

Supports custom fields?
No

Supports automatic registration deletion?
No

Opportunities

In Pardot there are three options to sync opportunities with a prospect in the system. There are also three stages of a prospect's opportunity: Open, Closed-Won, or Closed-Lost.

Update frequency
Every 2m

Default member field
assigned_to

Default date field
created_at

Supports custom fields?
No

Supports automatic registration deletion?
No

Campaigns

Pardot marketing assets are associated with a campaign. A Pardot campaign tracks the first interaction that a prospect has with your online marketing.

Update frequency
Every 1h

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.

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