Plecto Reviews

Super visual and very quick builder. API access is great for tying multiple systems together. We pull data from Xero, Unleashed and Hubspot, which is so useful.

It took us a little to set up, and the Plecto support team were super helpful. Blown away by professionalism of support.

Just like 2 series of data on same graph at some point.

Really good functionality and ability to integrate to our CRM (HubSpot).
Live data and deals notifications
Very customisable and flexible for our business needs (tracking sales visually)

It's complicated when you first start as it's code based and really takes some learning

Excellent visual displays can be tailored to suit our requirements - staff love it.

No major issues with using this product.

Look at salesscreen fx.

More interactive dashboards etc... The widgets is getting outdated

The formula building... Should be more easy to create formulas

Easy to use, and the customer service is brilliant

the formulas can be a little hard to write at first!

This is a terrific software if you want to create reports on any data you can think of, including phone calls, conversion rates, and so much more. The Plecto support team is beyond what I expected, and they have answered every question I have had to date. I would highly recommend Plecto for anyone looking to create a friendly competitive environment in their workplace, by allowing your employee's to set goals and smash their previous performance records!

Some of the setting up of the KPI/data sources in which you want to track can be difficult to understand at first, but Plecto support will glady help you if you tell them what it is you want.

Simplicity, sources interface, support, the versatility of the visualization work area

Absence of the integrated MySQL API, advertisement of the third-party commercial API to cover this data bridging.

Great functionality. Slide decks, music etc and up to date information make it easy for everyone to see how they are doing.

To Americanised, would be good to have dates in UK format, so to save confusion, Equally our periods don't run to month end, so we constantly have to change dates each month which is a 30 minute job, if not longer. This leads to poor adoption across other teams. Making edits and setting up new fields to view could be more intuitive for managers to make quick instant changes rather than asking our admin to do this.

Easy to enter new data and a nice layout (or a choise of many possible layouts).

I took some time before we found the exact design of the dashboard

the service of the supporters on chat and call, they always take time to help me and actually listens to my problems.

i have now twice experienced to get a mail after business hours where they have solved my problem.. i am out of word!

It took me some time to really understand how to set it all up

Great tool to centralise different data sets & visualise your team / company KPIs & targets

Set up can be difficult, and SQL reports have to be structured in a specific way but the support team have been very helpful

It took a little while to understand how to set up the formulas behind the data, but once you get it, it's very easy. The onboarding went smoothly, and their support team is very knowledgeable, responsive, and helpful. We chose Plecto to build our dashboards because of the easy setup and the interactive integrations they offered. We display leaderboards all around our office, and prompt fun notifications at particular achievements (such as when a new deal has been closed).

I wish there were more options with regards to the designs of certain widget types, such as displaying the values above each bar chart or adjusting the size of particular texts. Though I guess their simplicity is also their strength.

The ability to do gamification about most every KPI that I have in my company is absolutely great. At our company only our sales team cared about the results, this made everyone in the company have complete visibility of any important metric that we have, this made our teams realize the importance of following our metrics and not just seeing their own personal metrics.

The way they charge per user for us makes it difficult because it's not based on Account Users, but how many people you show on the graphs inside plecto, since we have a big team this skyrocketed the pricing.

It is a very robust system, great for tracking analytics and having a visual display of them. A lot of customizable options.

It was very hard to set up and I'm a tech savvy 25 year old. It would be nice to have the option to have someone help you set it up or at least get started on it. Customizing was easy, but getting the input fields to match up with what I had wanted for displays and inputting the data just never added up.

It would be nice to have your centralized dashboard and keep everything in that. And if you wanted to have separate tabs or "projects" - then we should

Simple to use and you can surface the key metrics and help promote good behaviour for sales and customer service team. Really great support too, good company that are moving fast with their product dev....highly recommend

not much to be honest. Was a few little issues but no show stoppers and they seem to get resolved very quickly. I've tried so many of these types of dashboard software providers before and this is streaks ahead

Ease to setup Dashboards.
Diversity of sources (SDFC, Podio,... Excel)
Formulas (establishing your KPIs)

No workspace feature - being able to group information by workspace
Table reports - no possibility to establish your period - no group calculation period (Quarter - Year)
Formulas - when too many, no folder are exisiting to organize them, so you need to be careful in your naming convention if you want to find quickly what you are looking for.

The intuitive dashboard and multiple dataintegrations, enables you to track valueable KPI's with ease

Could be more focus on competitions - you're pretty limited in terms of what kind of competitions you can make through the platform. Making it more open-source, letting the user's create more different kind of competitions would help us not using third party software / manual entries for these competitions.

Ease of use
Impact on sales teams focus
Visually very appealing

The formula layout is a bit confusing. If exactly like Excel it would make life easier

It's so easy to setup. Love the UX and UI

Nothing really. Endless possible Dahsboards

Great visualisation of sales performance completely live. Gamification helps to encourage team culture. Visibility of performance helps to drive success.

Formulas aren't always very easy or self explanatory - needed a lot of help to set these up.

Visual representation of the data. Easily updated and clear to see progress. Customizability is great too.

Integrating with Salesforce is tough, haven't figured it out yet.