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Custom Pipeline CRM dashboards

Build customized Pipeline CRM dashboards that visualize your business metrics and KPIs in real time. Import data directly from Pipeline CRM and create dashboards focused on your sales performance.

Pipeline CRM dashboard
Pipeline CRM
+
Plecto

Sales

Partner website

pipelinecrm.com

About Pipeline CRM

Pipeline CRM is a sales platform that helps businesses to keep track of their sales pipeline.

Additional help

help.plecto.com

Create real-time Pipeline CRM dashboards with Plecto

The Pipeline CRM integration enables you to create a full overview of your sales KPIs in real time. Create fully customized sales dashboards with Plecto and add value to your KPIs through meaningful visualizations.

Display your sales metrics on a variety of widgets, including graphs, speedometers, charts, tables, and more. Use conditional colors to easily identify the progress towards your goals.

Make use of Plecto's unique gamification features by creating leaderboards and contests that spark motivation among your sales team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale!

With Plecto's integration to Pipeline CRM, you can create and configure sales dashboards focused on your companies, deals, and people. With Plecto, you can easily display your sales KPIs on dashboards on TV screens in the office, on your computer, or access them from your mobile device thanks to our iOS and Android apps.

What types of data can you import from Pipeline CRM?

Deals

Update frequency
Every 2m

Supports custom fields?
Yes

Supports automatic registration deletion?
No

People

Update frequency
Every 2m

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Companies

Update frequency
Every 2m

Supports custom fields?
Yes

Supports automatic registration deletion?
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.