Real-time Reports
Save your time and resources by automating reports
Say goodbye to monotonous manual reporting. Say hello to effortless efficiency with Plecto's automated reports.
Why Plecto reports?
All-in-one. Automated. Real-time reporting.
Reports you can customize to suit your needs
Plecto's reports can be displayed as graphics and support drill-downs by specific key figures (e.g. data source fields, teams or employees), as well as trend lines and stacked bar or area charts.
- Conditional colors so you can select what “good” performance looks like to you
- Each chart supports up to 20 KPIs
Integrations
All your team's KPIs. All in one place.
Take your CRM, helpdesk, and telephony systems' KPIs and show your team how they're doing in one simple dashboard view in just seconds.
“We're saving at least 8 hours a day just on team leaders not having to organize and gather data manually. On top of that, Plecto saves us a full-time employee every month!”
Johan Hilding
CEO and Co-Founder @ Förebygg
“I never need to use time on dragging out reports; when you have Plecto, you get everything in one solution.”
Nickolaj Boffy
Nordic Retention Team Manager @ Nets
How reports work
Meeting-ready report presentations made in minutes. Here's how...
Step 1. Setup once
Choose what's on your reports from the formulas you've already created. Set once, enjoy forever with automatic, real-time updates.
Step 2. Schedule
Want to receive your reports directly in your inbox at 9am everyday? Customize and schedule to suit your reporting needs.
Step 3. Export
Export recurring real-time reports or even as ready-made Powerpoint presentations whenever and as often as you need them.
Simpler than alternatives.
No coding or BI skills needed.
It's never been easier to go deeper into your data. Use filters to see whose performing and which areas are driving the most revenue without needing niche BI knowledge or waiting on a budding analyst to tell you how your team's performing in a language you don't understand.
Scheduled reports
Create reports as frequently as you need
You can automatically send and receive reports in your inbox in Excel or PowerPoint format. Choose the frequency (e.g., daily, weekly, monthly), and time of the day you would like to receive them, and Plecto handles the rest.
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