Custom Salesforce dashboards
Integrate Salesforce with Plecto and create fully customized sales dashboards and reports. Use Plecto to visualize your business metrics and sales KPIs in real time.
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
Tier
Create real-time Salesforce dashboards with Plecto
Plecto’s integration with Salesforce enables you to visualize all your Salesforce activity on real-time dashboards. Be more active and engaged, and see how your business performance improves by tracking the right metrics.
Create fully customized Salesforce dashboards and add value to your data with meaningful visualizations. Display your Salesforce metrics on different widgets, including graphs, speedometers, tables, and more. Add conditional colors to your formulas easily identify progress towards your goals.
Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation among your sales teams. Set up custom notifications that trigger every time employees reach their goals, achieve new milestones, close new deals, and more.
Take your dashboard setup to the next level and combine your Salesforce data with services like Freshdesk, Relatel, and others. With Plecto's integration to Salesforce, the options are endless. Create dashboards focused on sales hit rate, quota attainments, and custom data.
Integrate now and visualize your Salesforce KPIs on TV screens around 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 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 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Task
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Opportunity
Update frequency
Every 2m
Default date field
CloseDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Event
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Lead
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
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.
Plecto Super User Supercharges Sales at Denmark’s Most Successful SaaS Companies
Secomea grew their inside sales by 600% in a year with the help of Plecto real-time sales dashboards for accurate, automated & up-to-date sales activity visualization. Read how Secomea's Global Director of Inside Sales, Alexandra Francis did it. BONUS EXTRA: How Ally scaled 3 other successful SaaS companies
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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.
