Plecto

Plecto

by Plecto • • Dashboard Software

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From $30/mo View plans

Plecto is a KPI dashboard and sales gamification platform for sales, contact center and support teams, priced per tracked employee license.

Plecto takes the numbers a team already produces in its CRM, phone system and helpdesk and puts them on live screens, so everyone sees how the day is going. The company of the same name, founded in 2012 and based in Aarhus, Denmark, builds it and sells it as its only product. Its premise is that work should feel like sport, so goals, contests and recognition sit on the same screens as the figures. Data arrives through integration data sources, manual data sources fed by an uploaded Excel spreadsheet, SQL data sources and the API. Custom KPIs and calculated fields set how each number is worked out. Dashboards come from the AI builder, from template guides for tools such as ServiceTitan, or from widgets placed by hand, like the speedometer that shows progress toward a target. Slideshows run them full screen on smart TVs, and the iOS and Android app carries them onto a phone. Notifications go out by email, Slack or Microsoft Teams when a formula meets a target, while achievements, streaks and contests turn the same figures into a game. The platform is aimed at teams whose work produces a count every day: sales floors, contact centers, customer service desks and telemarketing teams. Managers use it to set goals for people and teams, run contests and coach reps through one-on-ones and quizzes. IT teams get single sign-on through SAML2, IP restriction and custom permission profiles for deciding who sees which dashboard. It fits companies that want results in front of the people producing them, not only in a monthly review. On a contact center floor, call data from Aircall, Talkdesk or Dialpad feeds a wallboard, and a notification marks the moment an agent reaches a goal. Sales teams build leaderboards from HubSpot, Salesforce or Pipedrive deals and hang a weekly contest on them. Support desks on Zendesk Support, Freshdesk or Intercom put ticket numbers on the same kind of screen. Reports can be drilled into and sent as Excel or PowerPoint files on a schedule, so a weekly review starts from the figures the team watched all week.

Pricing

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  • Medium

    $30 per month

    Per tracked license a month billed monthly; $24 billed annually, minimum 10 licenses

    • 14-day trial with no credit card required
    • Licenses only for tracked employees; untracked admins and viewers see dashboards at no charge
    • Onboarding
    • Unlimited dashboards and data sources
    • Chat and email support
    • Desktop and mobile access
    • API access
    • Single sign-on (SAML2)
    • Achievements and notifications
    • Contests, Spinning Wheel, Reward Store, reports, one-on-ones and quizzes need Large or Enterprise
  • Large

    $46.50 per month

    Per tracked license a month billed monthly; $37.20 billed annually, minimum 10 licenses

    • 14-day trial with no credit card required
    • Everything in Medium
    • Contests, Spinning Wheel, Reward Store, reports, one-on-ones and quizzes
    • Limit access to dashboards
    • Phone support
    • Custom themes
    • IP restriction
    • Custom permission profiles
  • Enterprise

    Custom pricing

    • Price on request from the sales team
    • Everything in Large
    • On-site setup
    • Volume discount
    • Custom integrations
    • Custom NDA and DPA

Features

  • Included: Prebuilt connectors to SaaS business apps
  • Included: Google Sheets and Excel as a data source
  • Included: SQL database connection for dashboards
  • Included: Threshold alerts on dashboard metrics
  • Included: Goal tracking with progress indicators
  • Not included: Calculated metrics across sources
  • Included: Wall-mounted TV display mode
  • Included: Dashboard snapshots sent to Slack and email
  • Included: Public share links and password protection
  • Not included: Data refresh interval per source
  • Included: Mobile app for dashboards
  • Included: Dashboard templates by role or tool
  • Not included: Anomaly detection on tracked metrics
  • Included: Drill-down from a widget to source records
  • Not included: Client sub-accounts for agencies
  • Not included: White-label dashboards with custom domain
  • Not included: Free plan with limited data sources

Additional Features

  • Real-time KPI dashboards
  • AI dashboard builder
  • Custom KPIs
  • Calculated fields within one data source
  • Integration, manual, SQL and API data sources
  • Excel spreadsheet upload as a manual data source
  • Google Sheets integration
  • Dashboard template setup guides for tools such as ServiceTitan
  • Speedometer widget for progress against a target
  • Parent dashboards and sub-dashboards
  • Slideshows on Samsung, LG and Android smart TVs
  • Public slideshow links viewable without a login
  • Notifications by email, Slack or Microsoft Teams
  • Notifications triggered when a formula meets a target
  • Achievements and streaks
  • Contests
  • Spinning Wheel and Reward Store
  • One-on-ones and quizzes for coaching
  • Scheduled report exports as Excel and PowerPoint files
  • Drill-down in report widgets
  • iOS and Android mobile app
  • API access
  • Single sign-on with SAML2
  • IP restriction
  • Custom permission profiles
  • Custom dashboard themes

Best for

  • Sales teams tracking calls, meetings and deals on shared screens
  • Contact centers running agent wallboards
  • Customer service teams working in Zendesk Support, Freshdesk or Intercom
  • Telemarketing teams motivated by contests and leaderboards
  • Managers coaching reps through goals and one-on-ones
  • Companies on HubSpot, Salesforce or Pipedrive wanting CRM leaderboards
  • Teams of at least 10 tracked employees
  • EU companies that need employee data anonymised when people leave

Use cases

  • Showing a live sales leaderboard on an office TV
  • Running a weekly sales contest
  • Putting call center agent numbers on a wallboard
  • Alerting a team in Slack when a target is met
  • Tracking each rep's progress toward a target
  • Building a CRM leaderboard from HubSpot, Salesforce or Pipedrive data
  • Sending weekly performance reports automatically
  • Coaching reps with one-on-ones and quizzes
  • Checking team numbers on a phone
  • Sharing a read-only slideshow with people who have no login
  • Turning an uploaded spreadsheet into a dashboard data source
  • Recognising wins with achievements and streaks

Screenshots & Videos

Explore Plecto in action

Plecto Homepage With The Make Work Feel Fun Banner
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Plecto Homepage With The Make Work Feel Fun Banner

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