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Custom webCRM dashboards

Gain the best insight into your business metrics with Plecto's real-time dashboards. Import your data directly from webCRM and start boosting your performance in real time.

webCRM dashboard
webCRM
+
Plecto

Sales

Partner website

webCRM.com/dk

About webCRM

webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts.

Additional help

docs.plecto.com

Tier

Gold

Create real-time WebCRM dashboards with Plecto

Integrate webCRM with Plecto to boost your performance in a powerful way and create a complete overview of your most important activities, KPIs, and business metrics.

With Plecto, you can create fully customized webCRM dashboards tailored to your business needs. Create dashboards focused on your opportunities, activities, products, and see how Plecto adds value to your webCRM data with meaningful visualizations that update in real time.

Display your data on different widgets, including graphs, speedometers, line & area charts, and more. Add conditional colors to help you identify progress towards your goals more easily.

Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation among your teams. Set up custom notifications that trigger every time your employees achieve new goals, reach new milestones, and more.

Display options for Plecto are endless. You can display your webCRM dashboards on TV screens across your office, on your computer, or access them from your device with our free iOS and Android apps.

What types of data can you import from webCRM?

Organizations

This data type will show you where your leads are coming from and what their name is. There will also be dated for when the lead has been created and when it has been updated.

Update frequency
Every 2m

Default member field
OrganisationAssignedTo

Default date field
OrganisationCreatedAt

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
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 member field
OpportunityAssignedTo

Default date field
OpportunityCreatedAt

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Events

This datatype will showcase planned meetings, which dates they are planned to be held, and where they are supposed to take place. Furthermore information about which employee is in charge of the meeting and how many hours is expected to be used on this.

Update frequency
Every 2m

Default member field
EventAssignedTo

Default date field
EventCreatedAt

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

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 member field
ActivityAssignedTo

Default date field
ActivityCreatedAt

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Deliveries

This data type will showcase order values and the date in which the order has been placed.

Update frequency
Every 2m

Default member field
DeliveryAssignedTo

Default date field
DeliveryCreatedAt

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Meetings

Update frequency
Every 2m

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Products

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Support Cases

Update frequency
Every 2m

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Quotation Lines

Update frequency
Every 2m

Supports custom fields?
Yes

Supports automatic registration deletion?
Yes

Supports relations? (BETA)
No

Opportunities Deliveries

Update frequency
Every 2m

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Persons

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Pre-built webCRM KPIs

Browse our extensive library of pre-built webCRM KPIs or customize and create your own.

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

The number of opportunities that become clients.

number of new tasks.png

Number of New Tasks

Count of your pending tasks.

Number of Tasks Completed

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number meetings booked widget.png

Number of Booked Meetings

Number of pending meetings in a 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.

Value of Won Deals

Value of Won Deals

Amount of money your new client’s account is worth.

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 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.