Plecto x Capsule

Seamlessly visualize your Capsule data in a couple of clicks

We've partnered up with Capsule to build a ready-made dashboard template featuring your favorite Capsule KPIs. To get up and running, simply click through to Data Management > Data Sources > New Data Source and then search for Capsule.

Once you've connected your data, you can find our Capsule dashboard template in our Plecto Store or in within our app.

Actionable, data-driven insights into your sales performance

Once integrated, track and centralize all of your key KPIs onto one, real-time dashboard to unlock insights into your performance. With Plecto you can measure crucial KPIs including:

  • Value of Open Opportunities
  • Value of Won Opportunities
  • Number of Calls
  • ...and tons more!

Spark motivation and celebrate success

Transform your data from simply numbers on a screen to something that gets the whole office excited and energized! What do we mean? Gamification! Create fun contests between your team to unlock that competitive spirit and celebrate each success with instant notifications!

Technical details

Types of data you
can import

Types of data Update frequency Default member field Default date field Supports custom fields Supports automatic registration deletion Supports relations
Opportunities Every 2m Owner ID Closed on
Projects Every 2m Owner ID Closed on
Parties Every 2m Owner ID Created at
Tasks Every 2m Owner ID Completed at
Activities Every 2m Owner ID Created at
Sign Up

Build your first dashboard.
Start your 14-day free trial today