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Track performance as it happens with real-time Pipedrive dashboards

Hundreds of Pipedrive customers (including Pipedrive themselves) use Plecto to visualize their KPIs, dive deeper into their data and motivate their team.

Pipedrive
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

docs.plecto.com

Tier

Gold

Plecto x Pipedrive

REAL-TIME DASHBOARDS OF YOUR PIPEDRIVE ACTIVITIES

Create easy-to-understand dashboards that give the entire sales team a holistic view of your sales team's performance. Identify trends, unlock insights and more with our industry-leading integration.

Pipedrive_dashboards.png


DISPLAY YOUR SALES PERFORMANCE ON TVS AROUND THE OFFICE

Make the whole team aware of their performance. Create a culture of data transparency and accountability by visualizing your KPIs on TVs around the office.

TV dashboard - Pipedrive integration page


TOAST TO YOUR SALES TRIUMPHS WITH GAMIFICATION

Has your team smashed a new revenue record? Hit a new high with meetings booked? Plecto enables your team to celebrate their sales success through motivating instant notifications.

Sales Leaderboard and Notification Deal Example.png


PREBUILT PIPEDRIVE DASHBOARD + KPIS

Get up and running in no time with our ready-to-go Pipedrive dashboard. What's more, we have dozens of prebuilt KPIs and widgets that you can add directly to your dashboard.

Pipedrive_Plecto_store.png

What types of data can you import from Pipedrive?

Projects

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

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)
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
Owner

Default date field
Person created

Supports custom fields?
Yes

Supports automatic registration deletion?
Yes

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?
Yes

Supports relations? (BETA)
No

Deal Products

Update frequency
Every 2m

Default member field
Owner

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Emails

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)
Yes

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

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?
Yes

Supports relations? (BETA)
Yes

Pre-built Pipedrive KPIs

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

sales win rate.png

Sales Win Rate πŸ’°

The Sales Win Rate measures the percentage of successful sales from created opportunities and/or new prospects over a specific period of time.

number of won deals.png

Number of Won Deals 🀝

The number of opportunities that become clients.

number of booked meetings.png

Number of Booked Meetings 🀝

Number of pending meetings in a period.

average deal size header.png

Average Deal Size πŸ’°

Average amount of money your company receives per customer deal.

duration of all calls.png

Duration of All Calls ☎️

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

Number meetings completed widget.png

Number of Meetings Completed 🀝

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

New MRR widget.png

New MRR πŸ’°

New subscriptions added within the month that contribute to your MRR.

Number of Lost Deals

Number of Lost Deals 🀝

The number of opportunities that haven’t turned into clients.

average call duration header.png

Average Call Duration ☎️

Average time spent by your support and sales reps in calls with customers.

number of new tasks.png

Number of New Tasks πŸ“

Count of your pending tasks.

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.

Ageras_logo.png

Ageras Nordic has "best year in company's history" with Plecto's help

Jesper Sebastian Larsen, Head of Sales Nordic at Ageras, shares how he used Plecto to skyrocket revenue to the best the company's Nordic division ever had, connect teams across six locations, save significant time, and improve data accuracy.

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.

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.