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 deals thanks to their CRM system.
Additional help
help.plecto.com/pipedriveCreate 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?
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
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
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
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
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
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.
