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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

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/upsales

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

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

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

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.

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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