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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.

Salesforce dashboard
Salesforce
+
Plecto

Category

Sales

Partner website

www.salesforce.com

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/salesforce

Create 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

Lead

Update frequency
Every 2m

Default date field
CreatedDate

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

Pre-built Salesforce KPIs

Browse our extensive library of pre-built Salesforce 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 Leads Created

Number of Leads Created

Potential customers that have shown some interest in your company or product.

Number of Emails

Number of Emails

Amount of emails that each employee has received in the last period.

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.

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 Leads

Number of New Leads

Potential future customers that have shown some interest in your company or product in the last period.

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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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 the most popular CRM, support, marketing and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPIs 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%.

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.

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