Create real-time Dynamics 365 Sales dashboards with Plecto

Track your sales KPIs in real-time

Gain complete visibility into your sales performance with real-time Microsoft Dynamics 365 Sales dashboards in Plecto. Monitor key metrics such as calls, accounts, leads, and opportunities, ensuring your sales team stays on top of their targets. Customize your dashboards with dynamic visualizations, including graphs, speedometers, and charts, to make data-driven decisions faster than ever.

Boost sales performance with gamification

Motivate your sales team by turning performance tracking into an engaging experience. Create leaderboards that showcase top performers, celebrate wins with real-time notifications, and launch friendly contests that drive productivity. Whether it’s closing a deal or hitting a new milestone, Plecto ensures every achievement gets the recognition it deserves.

Display wherever your team is working

Supercharge your sales strategy by combining Microsoft Dynamics 365 Sales data with other business tools. Display your dashboards on TV screens in the office, on your computer, or on the go with Plecto’s mobile apps. Keep your team aligned, focused, and ready to close more deals with a complete view of your sales KPIs.

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
Campaigns Every 2m
Custom Objects Every 2m
Campaign responses Every 2m
Tasks Every 2m Owner ID Created on
Calls Every 2m Created by
Contacts Every 2m Owner
Opportunities Every 2m Owner
Leads Every 2m Owner
Appointments Every 2m Owner ID
Accounts Every 2m Owner
Sign Up

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