Custom Upsales dashboards
Build customized Upsales dashboards that visualize your business metrics and KPIs in real-time. Import your data directly from Upsales and create your own dashboards.
Sales
Partner website
About Upsales
Upsales helps you generate more leads, identifies your best opportunities, and lets you close more deals with a data-driven sales process based on facts.
Additional help
Tier
Create real-time Upsales dashboard with Plecto
Visualizing your Upsales data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important sales activities, KPIs, and business metrics.
Create a fully customized Upsales dashboard for your needs with a Plecto Dashboard, and add value to your Upsales data with meaningful visualizations. Display your Upsales data on a wide variety of widgets, including graphs, speed-o-meters, tables and use conditional colors to easily identify progress towards your goal. Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation amongst your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale.
Take your dashboard to the next level, and combine your Upsales data with services like Freshdesk, Relatel, and hundreds more. With Plecto's integration to Upsales the options are endless. You are able to create, edit, iterate and display Upsales dashboards focused on sales hit rate and quota attainments. You can display your Upsales dashboards on TV screens across your office, on your computer or access them from your device thanks to our iOS and Android app.
What types of data can you import from Upsales?
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 date field
regDate
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Appointments
Keeping track of when and how many meetings you have in your pipeline. A total overview of meetings will give a nice structure to your calendar.
Update frequency
Every 2m
Default date field
date
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Order Rows
This includes products bought, the quantity of the given products and total price of a purchase which each employee has done.
Update frequency
Every 2m
Default date field
_opportunity_regDate
Supports custom fields?
No
Supports automatic registration deletion?
Yes
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 date field
regDate
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Pre-built Upsales KPIs
Browse our extensive library of pre-built Upsales KPIs or customize and create your own.
The Sales Win Rate measures the percentage of successful sales from created opportunities and/or new prospects over a specific period of time.
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.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
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.
