Custom Salesforce dashboards
Customize your Salesforce dashboards to visualize business metrics and sales KPIs in real-time. Import your data directly from Salesforce and develop your own sales dashboard.
Sales
Partner website
About Salesforce
Salesforce is a customer relationship management (CRM) solution that brings companies and customers together, which will help you get a clear overview of your clients and the stages that they are in.
Additional help
help.plecto.com/salesforceCreate real-time Salesforce dashboard with Plecto
Plecto’s integration with Salesforce gives the user the power to visualize their Salesforce activity on real-time sales dashboards. The integration helps Salesforce users be more active and perform better on their most important metrics by showing the most critical numbers in a fun way, using gamification to create a state-of-the-art sales performance management platform.
Create a fully customized Salesforce dashboard for your needs with a Plecto Dashboard, and add value to your Salesforce data with meaningful visualizations. Display your Salesforce data on a wide variety of widgets, including graphs, speedometers, tables and use conditional colors to easily identify progress towards your goal. Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation amongst your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale.
Take your dashboard to the next level, and combine your Salesforce data with services like Freshdesk, Relatel, and many more. With Plecto's integration to Salesforce, the options are endless. You are able to create, edit, iterate and display Salesforce dashboards focused on sales hit rate, quota attainments, and custom data. You can display your Salesforce dashboards on TV screens across your office, on your computer or access them from your device thanks to our iOS and Android app.
What types of data can you import from Salesforce?
Custom Data Types
Import any Object from Salesforce including your own custom objects or objects from any app you installed from AppExchange. No-one can extract more data from your Salesforce instance than Plecto.
Update frequency
Every
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Task
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
No
Supports automatic registration deletion?
Yes
Opportunity
Update frequency
Every 2m
Default date field
CloseDate
Supports custom fields?
No
Supports automatic registration deletion?
Yes
Event
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
No
Supports automatic registration deletion?
Yes
Lead
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
No
Supports automatic registration deletion?
Yes
Pre-built Salesforce KPIs
Browse our extensive library of pre-built Salesforce KPIs or customize and create your own.
The amount of won deals compared to the total opportunities created during a certain period.
Potential customers that have shown some interest in your company or product.
Overview of the number of pending meetings you have in a certain period of time.
Percentage of leads that are converting into clients during the last period.
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.
Potential future customers that have shown some interest in your company or product in the last period.
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.
How POS Nation Uses Performance Data to Motivate Employees
From sales reps to support technicians, POS Nation monitors real-time dashboards throughout the workday. What started as a simple social experiment has now generated tangible productivity improvements for the company.
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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.
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.
