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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

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

docs.plecto.com

Tier

Bronze

Create real-time Salesforce Pardot dashboard with Plecto

Build fully customizable dashboards with Plecto and track your business performance in real time. Combine data from your Pardot and Salesforce accounts and get the best understanding of your direction.

Add your metrics to a variety of dashboard and report widgets, create custom notifications, organize contests, and do much more with Plecto.

Display your KPIs on TV screens at the office or at home, or access them from your mobile device with our free iOS and Android apps.

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

Supports relations? (BETA)
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

Supports relations? (BETA)
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

Supports relations? (BETA)
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

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.

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.