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.
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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
What types of data can you import from Salesforce?
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.
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.
How it works
1. Connect your data sources
One-click real-time integration with the most popular CRM, support, marketing and other business systems.
2. Build dashboards
Use our prebuilt KPIs 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%.
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.
