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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.

Salesforce
+
Plecto

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 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

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

Task

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.

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.

Lead to Deal Conversion Rate

Lead to Deal Conversion Rate

Percentage of leads that are converting into clients during the last period.

Duration of All Calls

Duration of All Calls

Time spent talking on the phone with potential or current customers per day.

New MRR

New MRR

New subscriptions that have been added recently and that will, therefore, contribute to your MRR.

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.

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

Read more

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.