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Custom Upsales dashboards

Build customized Upsales dashboards that visualize your business metrics and KPIs in real-time. Import your data directly from Upsales and create your own dashboards.

Upsales dashboard
Upsales
+
Plecto

Category

Sales

Partner website

www.upsales.com

About Upsales

Upsales helps you generate more leads, identifies your best opportunities, and lets you close more deals with a data-driven sales process based on facts.

Additional help

help.plecto.com

Create real-time Upsales dashboard with Plecto

Visualizing your Upsales data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important sales activities, KPIs, and business metrics.

Create a fully customized Upsales dashboard for your needs with a Plecto Dashboard, and add value to your Upsales data with meaningful visualizations. Display your Upsales data on a wide variety of widgets, including graphs, speed-o-meters, 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 Upsales data with services like Freshdesk, Relatel, and hundreds more. With Plecto's integration to Upsales the options are endless. You are able to create, edit, iterate and display Upsales dashboards focused on sales hit rate and quota attainments. You can display your Upsales 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 Upsales?

Activities

A good overview of the opportunities current stage. Here you can establish if an opportunity is currently; in contact with the company, waiting for a meeting, waiting to be signed or if they are on fallback because of different reasons.

Update frequency
Every 2m

Default date field
regDate

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Order Rows

This includes products bought, the quantity of the given products and total price of a purchase which each employee has done.

Update frequency
Every 2m

Default date field
_opportunity_regDate

Supports custom fields?
No

Supports automatic registration deletion?
No

Appointments

Keeping track of when and how many meetings you have in your pipeline. A total overview of meetings will give a nice structure to your calendar.

Update frequency
Every 2m

Default date field
date

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Opportunities

Opportunities are your soon to be clients. Make sure to register an activity on them, so you know how and when to get a hold of them again. You are able to see which campaign the opportunity came from and what their weighted value is estimated to.

Update frequency
Every 2m

Default date field
regDate

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Pre-built Upsales KPIs

Browse our extensive library of pre-built Upsales 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.

Value of Lost Deals

Value of Lost Deals

Amount of money the company is not going to earn due to a lost client.

Number of New Deals Created

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

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.

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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