Custom Pipedrive dashboards
Build custom Pipedrive dashboards and visualize your sales metrics in real time. The people behind Pipedrive CRM also use Plecto to visualize their KPIs.
Sales
Partner website
About Pipedrive
Pipedrive is a CRM software created around activity-based selling and visual pipelines. Most Pipedrive users close an average of 28% more deal thanks to its CRM system.
Additional help
help.plecto.com/pipedriveCreate real-time Pipedrive dashboard with Plecto
Integrating Pipedrive with Plecto allows you to develop real-time custom dashboards, to give you and your sales team a better insight into their performance. Pull key metrics from your Pipedrive account directly into an updated dashboard that's easy to share with the whole team on any TV, mobile or desktop screens.
By using the Pipedrive integration, you can track and monitor every KPI you need from your sales processes and activities in real-time. Combine data across systems and data types and create useful KPIs, such as hit rate and quota attainment. Track your team's performance in real-time and recognize each team member's achievements and efforts. Start increasing performance today!
Take your dashboard to the next level, and combine your Pipedrive data with services like Salesforce, Aircall, and hundreds more. With Plecto's integration to Pipedrive, you are able to create, edit, iterate, and display focused Pipedrive dashboards. Get full visibility on the latest deals and deals by stage.
What types of data can you import from Pipedrive?
Deals
Keep track of your sales pipeline(s) in real-time and monitor how deals are progressing in your stages. Customize your forecast on a monthly or quarterly basis and stay on top of your deal flow. Recognize each employee's wins and enforce team efforts.
Update frequency
Instant with web-hooks and every 2m
Default member field
user_id
Default date field
expected_or_actual_close_date
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
People
Pipedrive People are the contacts of specific customers you are selling to from Pipedrive. It includes the contact's phone number, email and the number of deals related to that contact.
Update frequency
Instant with web-hooks and every 15m
Default member field
created_by_user_id
Default date field
add_time
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Organizations
Pipedrive Organizations act as the larger collections of data. People are related to organizations. In other words, the organizations are the companies the people are working for.
Update frequency
Instant with web-hooks and every 15m
Default member field
owner_id
Default date field
add_time
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Activities
Pipedrive Activities will provide you with a full overview of your team's activities in real-time. Recognize your team's efforts on a daily, weekly or monthly basis and make sure you stay on track. Stay on top of your open activities and make sure they are completed on time.
Update frequency
Instant with web-hooks and every 2m
Default member field
user_id
Default date field
add_time
Supports custom fields?
No
Supports automatic registration deletion?
No
Pre-built Pipedrive KPIs
Browse our extensive library of pre-built Pipedrive KPIs or customize and create your own.
The amount of won deals compared to the total opportunities created during a certain period.
Overview of the number of pending meetings you have in a certain period of time.
New subscriptions that have been added recently and that will, therefore, contribute to your MRR.
Total number of meetings a team or employee has already had in the last period measured.
Total number of new clients that your company has welcomed over the last period.
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.
Improving performance and bridging the gap between departments in PL & Partners
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 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.
