Real-time visualization of your finances

Understand where the money is going 

Use dashboards to see all of the salaries, expenses and income as they incur on a dashboard in real-time and become more proactive.

Learn more about Dashboards

Immediately recognize when budgets are exceeded

Stay on top of each budget and react quickly when they are being exceeded using instant notifications.

Learn more about Instant Notifications

Pipeline Value
Current month
$158,000
Total Leads
Current month
387
Enterprise Leads
Current month
8
New Opportunities
Current month
178
Hit Rate
Current month
32%
E-conomic

Save time spent on reporting

Automate reporting

Easily create reports with automatically updated numbers and export them to Excel and PowerPoint in just a few clicks. No more copy-pasting.

Learn more about Real-time Reports

Customizable KPIs

Use our pre-defined KPIs or create more advanced KPIs that suit your business needs - only you set the limits.

An example of a CEO report overview of sales

Forecasting with great success

Enable your team to be able to plan with accuracy and efficiency using real-time forecasts and reports.

An example of a Sales report overview of sales development and pipeline stages
Digital Pharmacist logo

Rustin Fincke

VP of Operations, Digital Pharmacist

"Plecto has saved us hours of reporting time that we used to do manually, and the motivation and drive it brings to our reps has allowed us to lower head count as our reps are more productive than ever before."

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