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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.

Pipedrive
+
Plecto

Sales

Partner website

www.pipedrive.com

About Pipedrive

Pipedrive is a CRM software created around activity-based selling and visual pipelines. Most Pipedrive users close an average of 28% more deals thanks to their CRM system.

Additional help

help.plecto.com/pipedrive

Create real-time Pipedrive dashboards with Plecto

Our integration with Pipedrive allows you to build custom dashboards that update in real time. Pull key metrics from your Pipedrive account and get a complete overview of your business performance with Plecto. Display your metrics on a variety of widgets, including graphs, speedometers, charts, tables, and more. Use conditional colors to easily identify the progress towards your goals. Take your dashboards to the next level and combine your Pipedrive data with services like Salesforce, Aircall, and many more. Plecto enables you to join data from different systems to track all your sales processes and activities in real time. Create useful KPIs such as hit rate and quota attainment, and keep track of your team's performance as it happens. Use our gamification features to motivate and empower your teams – add leaderboards to your dashboards or create custom contests that spark a friendly competition in your organization. Receive notifications every time an employee achieves a goal like completing a task, making a sale, or others. Display your Pipedrive KPIs on dashboards on TV screens in 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 Pipedrive?

Activities

Get a real-time overview of your team's activities. Recognize everyone's efforts on a daily, weekly, or monthly basis and make sure you stay on track.

Update frequency
Instant with web-hooks and every 2m

Default member field
Assigned to user

Default date field
Add time

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Deals

Keep track of your sales pipeline(s) in real time and monitor the progress of your deals. Forecast your business performance in different time periods and stay on top of your deal flow. Recognize each employee's wins and enforce team efforts with Deals.

Update frequency
Instant with web-hooks and every 2m

Default member field
Owner

Default date field
Expected or actual close date

Supports custom fields?
Yes

Supports automatic registration deletion?
Yes

Supports relations? (BETA)
No

Leads

Add Pipedrive Leads and keep track of all your leads.

Update frequency
Every 2m

Default member field
Owner

Default date field
Add time

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

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
Owner

Default date field
Person created

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Organizations

Pipedrive Organizations are the companies people work for.

Update frequency
Instant with web-hooks and every 15m

Default member field
Owner

Default date field
Organization created

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Pre-built Pipedrive KPIs

Browse our extensive library of pre-built Pipedrive KPIs or customize and create your own.

Win Rate of Deals

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Value of New Deals

Value of New Deals

Amount of money your potential new client’s account is worth.

Number of Won Deals

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Number of New Tasks

Count of your pending tasks.

Number of Calls Completed

Number of Calls Completed

Count of the support calls that have already been successfully answered.

Number of Tasks Completed

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number of Booked Meetings

Number of Booked Meetings

Overview of the number of pending meetings you have in a certain period of time.

Value of Lost Deals

Value of Lost Deals

Amount of money the company is not going to earn due to a lost client.

Duration of All Calls

Duration of All Calls

Time spent talking on the phone with potential or current customers per day.

New MRR

New MRR

New subscriptions that have been added recently and that will, therefore, contribute to your MRR.

Number of Meetings Completed

Number of Meetings Completed

Total number of meetings a team or employee has already had in the last period measured.

Number of New Deals Created

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

Average Call Duration

Average Call Duration

Average time spent by your entire team in their calls with clients.

Value of Won Deals

Value of Won Deals

Amount of money your new client’s account is worth.

Number of Lost Deals

Number of Lost Deals

Count of the number of opportunities that haven’t turned into clients.

Formula

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.

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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.