Product updates

Our goal is to constantly improve Plecto by bringing you new and exciting features.
We will regularly update this page, so check back often to learn about the latest changes!

Back to Plecto
Aug. 2, 2022
Info

Plecto Is Hosting Monthly Webinars! 🀩

We're excited to announce that over the next few months, we’ll be hosting 5 webinars where we’ll be diving into all things Plecto.

Whether you’re still finding your feet with the platform or an experienced user, we'll show you invaluable tips and tricks to ensure you can get the most out of Plecto.πŸ’ͺ

Discover the topics we will be covering and save the dates! πŸ‘‡


1. Say Hello to Plecto's New Dashboard Design πŸ‘‹ – August 25

In case you haven’t noticed yet, we have had a bit of a redesign! Learn about our fresh new dashboard design and explore our new widgets. Register now

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2. Beginner's Guide to Building Performance Dashboards – September 22

Need a refresher course? In this webinar, we'll go back to basics and give you a step-by-step guide to building dashboards and boosting your performance. Register now

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3. How to Create a Performance-Driven Culture With Gamification – October 27

Want to discover more about how you can use gamification to your company’s benefit? Learn how to use Plecto’s gamification features, including how to set up contests, notifications and more! Register now

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4. Remote Working & Performance on the Go – November 17

For many businesses, working from home has become the new normal. This webinar will show you how to visualize your business metrics for remote teams or employees who are often on the go! Register now

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5. Plecto Advanced Masterclass – December 15

Advance your Plecto setup! Gain expert insight on how to create more complex KPIs and get to the heart of your business. Register now

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At the end of each webinar, you'll get the chance to ask topic-related questions during a Q&A session. Don't miss out – register now!

July 1, 2022
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Say Hello to the New Dashboard Design! πŸš€

We're announcing the biggest dashboard update Plecto has ever seen!

Starting today, you get a completely new dashboard design that significantly improves your experience of tracking KPIs on TV screens. πŸ™Œ We have aligned the widget elements and increased passive readability – you can now get a better overview of your data without interacting with the dashboard.

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What's new?

  • New visual layer and more functionality! We have improved the look of our widgets by adding more labels, fresh colors and gradients, an option to hide the widget title, and much more.

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  • Changes in the dessert kitchen – pie chart is now called a donut chart! 🍩 Along with the update, you now have more control over how your data gets displayed. View the donut segments as values, percentages, or both.

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  • Widget animations. The donut and column charts will automatically highlight their elements every once in a while (approx. every 6 minutes).

  • More layout options. The donut chart and leaderboard have both horizontal and vertical layouts.

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  • Leaderboard ranking. From now on, employees and teams with the same results will have the same ranking. For example, if Susan and Jennifer both made 17 calls, they would share the first place on the leaderboard.

  • Summary. Add a KPI summary in the top-right corner of a widget and see the total, average, or latest values. The summary is available on the line, area, column, and donut charts, as well as leaderboards.

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  • Show column values. See the exact value of each column on the column chart.

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  • More avatars. Show avatars not only on table widgets but also on the line, area, and column charts. No profile picture? Plecto will show the initials instead.
  • Time format. Now you can choose between a 12h or 24h time format on the clock widget.

... and more! Go to your dashboards and try the new design to see the changes. πŸ™Œ


How to change to the new design?
  1. Open your dashboard and click Settings in the top menu.
  2. Expand the Advanced settings.
  3. Click Use the new design.
  4. Save.

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πŸ’‘ Be aware that once you switch to the new design, you might have to resize some of the widgets – they might need more or less space than before.


Permanent change after 30 days

Since you might have to update some of the dashboards, we've decided to open a 30-day transitioning period after which we will implement the new design permanently and remove the old one.


Learn more about the dashboard widgets in Plecto Help

June 23, 2022
New feature

More Adaptable Area & Line Charts πŸ’ͺ

We are introducing granularity for area and line charts on dashboards!
From now on, you are the one who decides the size of your data points. Are you looking at KPIs from the current month? With granularity, you can split your data points into days, weeks, and more. The granularity options depend on your chosen time period.

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Read more about the widgets in our help article Area & Line Charts.

May 24, 2022
New feature

Activating TVs Just Got Easier! 🀩

We have released an update that makes it significantly easier to activate and manage your slideshows and TVs! πŸ™Œ Previously, you had to go to your profile, where you would only see the TVs you yourself had activated. To help your organization keep better track, we moved all the activated TVs to their own section called TV management.

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In there, you will find a list of the activated TVs, including the names of the slideshows, who activated them, and more. You can also edit the TV name or deactivate it – all in one place. Cool, right? πŸ’ͺ

Having a central place for all your organization's TVs makes it much easier to get an overview and control and manage your screens.


This new feature is available to all Global Admins and employees with permission to edit the Slideshow feature.

April 13, 2022
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Important Update Regarding Your Google Ads Data

Google Ads is upgrading its API

Google Ads is upgrading its API to a newer version. The current Google AdWords API will be deprecated on April 27, 2022.

It means that each Google Ads partner and their clients have to migrate to the new Google Ads API. Read more about the migration in Google's developer docs.

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What you have to do

Practically, it means that you have to replace your current Google Ads data sources with new ones. Since we cannot transfer your Google Ads data on your behalf, you will have to replace your data sources by April 27, 2022.

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Instructions

To help you, we've made a guide on how to replace your Google Ads data sources. Please follow the instructions carefully.

Here's a quick overview of what to do:

  1. Rename your current Google Ads data sources. Here's how.
  2. Add the new Google Ads data sources. Here are the steps.
  3. Import more data to your new Google Ads data sources. Read the help guide.
  4. Update your Google Ads formulas. Make sure to update the fields and filters in your existing formulas. Here's a list of fields that have changed.

Visit Plecto Help for more information.

April 7, 2022
New feature

Introducing Time Zones on Dashboards 🌎

Great news for our Large and Enterprise clients! πŸ™Œ We have just launched a time zone setting that allows you to change time zones on individual dashboards!

Up until now, all dashboards were using the same time zone as your organization. We have worked hard and added more functionality so that you can set up dashboards for your teams across the globe and visualize your KPIs relative to each time zone. πŸ’ͺ

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How do time zones work in Plecto?

You can change the time zone for your entire organization in Organization > Settings or change it on a single dashboard in the dashboard settings. You can also add a Clock widget to a dashboard in case you want to get an overview of the different time zones.

As for slideshows, all slideshows use the same time as the device they're connected to. Therefore, if you change the time zone on your computer or TV, the slideshow will synchronize and use the same time zone.

How to change the time zone on a dashboard?

  1. Go to Visualization > Dashboards and open a dashboard.
  2. Go to Settings and toggle the Advanced settings.
  3. Choose a time zone.
  4. Click Save.

Go to Plecto Help to learn more about time zones in Plecto.

April 4, 2022
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Connect Your Sonos Speakers Directly to Plecto πŸ™Œ

Great news! We have streamlined the process for connecting your Sonos speakers to Plecto notifications!

From now on, whenever you add Sonos to your notification actions, all you have to do is add credentials (sign in to your Sonos account), choose a speaker and notification sound, and you're ready to go. πŸ’ͺ

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Connecting Sonos to Plecto has never been easier! Go to Gamification > Notifications and try it out! 😊

March 23, 2022
New feature

You Can Now Send Announcements Across Your Organization πŸš€

We've released Announcements! This new BETA feature allows you to share important and time-sensitive information with people in your organization. Navigate to Visualization > Announcements and see what's new!

  • Notify your employees and teams through slideshows, email, mobile push notifications, or Slack.
  • Send immediately or schedule your announcements for later.
  • Choose between 4 announcement bar colors and make your message stand out.

Note: Announcements are available to our Large and Enterprise customers.

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Visit Plecto Help to learn more about Announcements.

March 22, 2022
New feature

New in Permissions - Manage Multiple Employees at Once

Exciting news for permissions! You can now assign, reassign, and remove multiple employees from a permission profile – all at once! πŸ’ͺ

Where to look?
Go to Organization > Permissions and open a permission profile. Click the Assigned employees tab, then Manage employees. From there, you can assign, reassign or remove employees. Only employees with login access are listed.

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Here's how it works:

1. Add employees to the permission profile
Click Manage employees and add new employees to the permission profile by selecting them from the list. Click Save. The added employees will be reassigned to this permission profile.

2. Remove employees from the permission profile
Deselect employees from the list, then click Save. All deselected employees will be reassigned to your organization's default permission profile.

3. Add AND remove employees
If you both add new and remove employees from the list, then the added employees will be assigned to the permission profile in question, and the removed employees will be reassigned to your organization's default permission profile.

4. Search and filters
Filter the employee list by teams and permission profiles, or use the search bar to find your employees. If someone has a display name, you will have to search them by their display name – their full name won't be visible on the list. Feel free to combine the filters to quickly find your employees. πŸ™Œ


Visit Plecto Help to learn more about Permissions.

Nov. 16, 2021
New feature

Better Time Periods on Dashboards ⭐

We have worked hard to improve the time periods across Plecto. With this release, you get the same time period options on dashboards as on reports - including rolling time periods!!πŸ”₯ πŸ“…

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You can now, among others, select custom periods, adjust the start and end dates, offset, choose a fixed time period, and so much more.

We have also included a preview line that allows you to see the exact dates and always stay on top of your metrics. πŸ™Œ


Read more about the new time periods in our help article.

Nov. 4, 2021
New feature

New Feature: Permissions πŸ”

We are very excited to announce the release of permissions!
πŸ”‘ This new permissions feature allows admins to control what kind of access employees have when working with Plecto.

Up until now, employees had either full admin or limited login access. With this release, you can now fine-tune different levels of permission in your organization.

Permissions are assigned through permission profiles, and you can either use our built-in profiles or create your own! Go to Organization > Permissions and try it out!

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Note! You need to have Plecto's Large or Enterprise subscription plan to create custom permission profiles.


Learn more about permissions in our help article Introduction to Permissions.

Sept. 21, 2021
New feature

Formula building made easy πŸš€

Save time on formulas and add new components with drag and drop!
The new formula editor now includes a component bar, which makes formula building so much easier! Add components in your formulas right from the component bar in one simple step - hover over it, select a component, and drag it into your formula. πŸ™Œ

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Can't find the component bar?

This great new feature is part of the new formula editor. To try it, open one of your formulas and click on the "Try the new editor" button in the top-right corner.

Learn more

Read our help articles Introduction to the New Formula Editor and How to Build a Formula to help you get started. 😊

Feedback

We would love to hear feedback on the new editor, both good and bad. Please reach out to our support team with any questions or feedback!

Sept. 6, 2021
New feature

New and improved formula editor! πŸš€

Great news! We have a new and improved version of the formula editor ready for you to try.

We have been working on improving the formula editing experience for a long time. From today it is finally available for all of our customers to try.

What's new?

The new formula editor supports everything that the current simple editor does, and has a lot of improvements on top of that.

  • New look optimized for speed
  • Intuitive drag and drop editing to easily reorder or group components
  • Preview the formula result while editing
  • History and date modifiers simplified
  • Duplicate components
  • Small bug fixes and other performance improvements.
  • …and much more coming!

You can also find an introduction right here on our help site.

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To try it, simply open one of your formulas and click "Try the new editor" in the top right corner. image

In this transitional period, while the editor is still in beta, you will be able to switch between the current and the new editor. To switch back, click on the "Leave beta editor" button on the top menu bar.

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If you want to learn more about how to build a formula in the new editor you should check out this help article.

Feedback

We would love to hear feedback on your experience, both good and bad. Please reach out to our support with any questions or feedback!
Aug. 19, 2021
Info

New Mobile App Update! πŸ’₯πŸ“±

Great news! A new update of our Mobile App is now available! πŸš€

What's New

  • New Home screen! Add your favorite widgets to the home screen in the app to get a quick overview of your KPIs.
  • Activate TV function. You can now scan the QR code right from the app to activate a TV.
  • The Organization tab is moved under the More tab together with the account options.
  • Added support for widgets in reports.
  • Fixed the issue with push notifications not appearing (you might need to re-log after updating).
  • Small bug fixes and other performance improvements.

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Download the App

Plecto for iOS

Plecto for Android

June 10, 2021
New feature

New Widgets in Reports πŸŽ‰

Forget about unattractive reports and long tables that are difficult to read!

May it be a column chart, waterfall chart, simple table, or other, Plecto now allows you to visualize your data in reports with 8 highly customizable widgets. πŸŽ‰

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Create beautiful reports and stay up to date with your KPIs! πŸ™Œ Go to our help site to learn all about the new widgets in reports!
June 4, 2021
New feature

Table totals πŸŽ‰

Display the total value of your formula directly on the table widget! 🎊

Plecto now allows you to enable table totals on dashboards. Simply tick the checkbox while editing your table and see the sum of your data for the selected time period.

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Visit our help site to learn more about the table widget!

May 11, 2021
New feature

Connect Plecto to your Smart TV with a QR code!

Activate your Smart TV by scanning a QR code with your mobile device.

This new feature allows you to save time and connect slideshows to several devices without having to manually input a four-digit code on each separate device. πŸ™Œ

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How to activate a Smart TV with a QR code

  1. Log in to Plecto from your mobile phone’s browser
  2. Open http://tv.plecto.com/ on your Smart TV
  3. Scan the QR code with your phone’s camera
  4. Follow the notification Open "app.plecto.com” to open the Activate TV page
  5. Select the destination slideshow and give your TV a name
  6. To finish, click on β€˜Activate TV’

Once activated, Plecto will remember your device and display the slideshows automatically! 🌟

March 3, 2021
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New update in our Intercom integration

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Now you can see 'Conversation Topics' related to a conversation in our Intercom integration to elevate your customer support efforts. πŸŽ‰

Plecto now supports Intercom’s brand new feature that will allow you easily identify what topics your customers are talking about.πŸ—£οΈ Topics are automatically applied to all conversations. It is a game-changer for busy support teams who need a way to get ahead of emerging trends or blind spots in their support coverage.

You can find the 'Conversation Topics' field in your Intercom Conversations and Conversation Ratings data sources.

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How to enable the new field in your data source:

  1. Go to your data source’s settings
  2. Click on β€˜Update fields’ and the new field will appear
  3. Click the checkbox next to Conversation Topics
  4. Save changes
Feb. 15, 2021
New feature

More home screen widgets for Android!

Home screen widgets for iOS have been an absolute game-changer, and now our Android users can enjoy the same benefits! πŸ‘

We're happy to announce that most of your Plecto widgets, including line charts, area charts, pie charts, and column charts, are now available as home screen widgets on Android! πŸ“ˆπŸ“Š

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Here's how to add a home screen widget from Plecto

With just a few clicks, you're now able to display your Plecto widgets directly on your home screen for a quick and extremely accessible overview of your business.

  1. Click and hold any empty space on your home screen to add widgets from your apps. Select the Plecto widget.
  2. Select the dashboard widget you want to add and click Add widget
  3. Done!

Download our app

Don't have our app installed yet? Click below to download it:
Hit the πŸ‘ below if you're a fan of this update
Oct. 21, 2020
New feature

Holidays function updates

We are releasing an update to our Holidays function, which now supports more countries: New Zealand, Lithuania, Russia, Serbia, Turkey, Argentina and China.

Please note, that some holidays have been changed to reflect the official country's rules. For example, New years eve and Christmas eve are not considered a holiday in Denmark any longer.

To learn more about the Holidays function and for a full list of countries supported, please have a look at our Holidays function help article.

Sept. 24, 2020
New feature

New Contest Layouts and Themes πŸŽ‰

It's time to take your contests and dashboards to a new level with Plecto!

We're excited to announce our new contest types and even more themes to make contests and dashboards super engaging for your team.

The new contest layouts can be selected when you're setting up a new contest or updating an existing while the many new themes are available for both contests and all of your dashboards! πŸ‘

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Here's a few examples of what you get:

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May 19, 2020
New feature

Better Time Periods on Reports πŸ“… πŸŽ‰

You requested it - we made it happen! πŸ™Œ

We're proud to announce the latest update to our Reports feature: the option to choose a custom time period for each report group.

Now you're finally able to see your KPIs across any time span you find relevant, both retrospectively for historic data and in the future for forecasting purposes. This allows you to create much more insightful reports that allow you to compare your performance over a longer time period.

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Enabling the options for using custom end dates (ie. Current Year to the End of Previous Month) or offsets in your time period (ie. Current Month starting on day 15) allows you to define your desired output even further.

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As a bonus, we added more options to group your columns by in each report group for an even more insightful overview of your data, which now includes the option to group by days, weeks, months, quarters, and years (based on the time period you have chosen). πŸ₯³

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Obviously, we'd love to hear how this new update works for you. Please, use the live chat to leave suggestions for improvements or any issues you may have with the new time period options.

Try yourself! Go to Visualization > Reports (available for members on our Large and Enterprise plans)

March 19, 2020
New feature

Conditional colors now support text values!

As you might already know, using colors is a great way to make your dashboards easier to understand at a quick glance. Plecto's conditional colors in formulas allow you to do just that:

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In the example above, every widget that uses the formula, will now be colored green if the value is above 5000, yellow if between 4000 and 5000, and red if below 4000.

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Text values

From now on, conditional colors support one more cool feature: You can now use text values to decide the color!

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For example, you could color the current status of your agents in a table. Online agents will be green, agents that are re-assigning their tickets will be yellow, and agents that are away will be red.

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Another interesting idea is to use an IF statement that returns YES or NO depending on whether you have reached your sales target or not.

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Happy coloring!

March 18, 2020
New feature

Stripe integration

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We're happy to announce that a much-requested integration to Stripe is now in the books! πŸ™Œ

Stripe is the go-to payment processing platform for millions of companies in over 120 countries, ranging from startups to the world's largest companies, including Amazon, Google, Salesforce, Microsoft, Shopify, and many more.

Using our integration to Stripe, you're able to quickly visualize insightful data such as:

  • Invoice details
  • Customer information
  • Refund, dispute/chargeback, charges, and fee details
  • Balance Transactions
  • Payment Intents

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Feb. 28, 2020
New feature

Planday integration!

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Today we are launching a new integration to Planday, a staff management and employee scheduling software that will handle your team's work schedule, work calendar, and shift planner, and additionally, bring you expense insights for departments and individual employees!

Using our pre-built integration to Planday, you will be able to visualize:

  • Number of shifts
  • Planned cost of shifts
  • Open shifts
  • Cost per department or employee
  • Number of shifts
  • And more…

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Feb. 19, 2020
New feature

Help Scout integration!

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Today we are launching a new support integration: Help Scout! It will allow you to follow your conversations by displaying KPIs like:

  • Number of closed conversations per employee
  • Number of closed vs all conversations
  • Last closed conversations
  • Active conversations

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Feb. 10, 2020
New feature

CountUnique functionality on formulas

Uncover more profound insights from your performance data with our newest update, CountUnique functionality on formulas.

With this new update, you're able to break down KPIs by unique values in the data source to provide you with deeper insights into your data. This works by grouping together certain types of data like the number of countries you've sold to, or the number of unique conversations an agent has participated in.

How does it work?

So far you've been able to show the Number of all sales your team has had using this formula:

Count(Sales)

Imagine you would like to measure the specific number of unique countries you've sold to, then the formula would include to CountUnique functionality:

CountUnique(Sales,Country)

This will count sales for each country individually to provide you with a clear overview of which markets are performing better.

Use case for Customer Service and Call Center teams:

How will this product update benefit you if your focus is on Customer Service KPIs?

You would use the following formula if you would like to count the number of ie. Intercom messages an agent has sent:

Count(Intercom Conversation Parts)

If you wanted to count the number of conversations an agent has participated in, you would instead use the following formula:

CountUnique(Intercom Conversation Parts,Conversation ID)

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Feb. 7, 2020
New feature

Better Leaderboard widget

Ever felt annoyed trying to get the right number of employees to show on a leaderboard in Plecto? 😏

Let's be honest. Resizing widgets to show the exact number of employees you would like on leaderboards has been quite a battle at times. Especially taken multiple devices and resolutions into account that you need to display your dashboards on.

But worry no more! We've finally redefined how leaderboard item limitations work. πŸ™Œ

Previously you were able to set a limitation of how many items you wanted to show on a leaderboard, however, that didn't always pan out as intended. In many cases, the last item was even "cut off" due to the ratio of the widget.

Before:

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In the above example, the option to Limit the number of items shown is set to 3.

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Even if you found the perfect ratio to not have the last item cut in half, there was no way to see the rest of the team on the leaderboard.

But that is now a thing of the past.

We wanted to give you better control of what you truly needed to see on your leaderboard so we replaced the functionality to limit the number of items shown with an option to actually display the number of items you want to see.

As an added bonus we added the option to scroll horizontally to see all of your employees in their respective ranking.

After:

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PS: Scrollable leaderboards work even better on our newly redesigned mobile app! Check it out here: https://app.plecto.com/updates/new-mobile-app/

Feb. 7, 2020
New feature

Time since date formatting

Here's an update to an oldie but goodie feature in Plecto.

For a long time, it has been possible to show the time since a date has occurred on number widgets instead of showing the actual date. Now, it's also possible for tables! πŸ™Œ

What it basically does is converting a date on any date-based KPIs to the duration from the beginning of that time and date until now, which increases every second with the clock.

Examples of KPIs where this feature could be useful includes:

  • Time since last deal was closed
  • Time since the last support call
  • Time since last closed ticket
  • Time since last new ticket

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Feb. 5, 2020
New feature

Copying widgets will save you more time building dashboards

Save even more time building dashboards with our newest feature that allows you to easily copy widgets on a dashboard. No more wasting time having to manually copy widgets from scratch.

Simply click "Edit" in the upper right corner and choose "Copy" on the widget you wish to duplicate.

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Then click and drag to paste the widget where you would like it to be.

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And that's it. You now have a copy of the widget you chose to duplicate, with the same formula and settings applied - easy for you to tweak to suit your needs.

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Jan. 28, 2020
New feature

Check out our new mobile app!

Great news for all of our customers πŸ™Œ

We've officially launched our new mobile app, allowing you to bring Plecto and your real-time performance data with you everywhere you go!

What's new in the app?

  • Fixed all the bugs that have been reported from our customers
  • More user-friendly interface
  • Easier to access and view your data in a mobile-optimized view
  • Easier to register, view and edit manual data registrations
  • Added dark mode

Download the app here:

Plecto for iOS

Plecto for Android

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Jan. 3, 2020
New feature

Schedule your reports to be sent by email periodically

Wasting time manually configuring weekly exports of your reports is a thing of the past. We understand how busy your work can be. So, with our latest release, scheduled reports, we're hoping to make your job a bit more manageable.

With scheduled reports, you're able to schedule any report to be sent automatically to your email at a frequency that is convenient for you.

All you have to do is:

  1. Choose yourself or other members of your organization as recipients of the scheduled report

  2. Set a preferred interval (daily, weekly, or monthly) and time to receive the report

  3. Click Save

Once your scheduled report is set, you will periodically receive an email with an auto-generated PowerPoint presentation, an Excel file, and a link to the report in Plecto.

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Sept. 20, 2019
New feature

Formulas where a lower value is considered better

Did you ever create a formula where a low value was considered better than a high value πŸ“‰? For example, if you would like to reduce the number of open tickets to 0, the lower the current number of open tickets is, the better.

From now on, you can mark such formulas by checking "Lower value is better". ✨

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This will make it so any decrease in the formula's value will be shown as positive progress, with a green arrow pointing down. Furthermore, if you use a target in combination with such formulas, the progress towards the target will advance downwards, as expected.

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You can also use this feature in Leaderboards, if you want to show the best performing employees with the lowest result.

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July 17, 2019
New feature

Plecto is now available on LG TVs!

You can now download the Plecto App directly on your LG Smart TV. Simply go to the Content Store, search for "Plecto" and press "Install". This will add an app to your TVs menu:

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The easiest way to display your Plecto dashboards

The Plecto LG app allows you easily start up a Plecto slideshow right from your LG Smart TV. When opening the app for the first time, it will prompt you to activate the screen in Plecto by entering a 4-digit code. You control everything that goes on the screen from app.plecto.com. Simple as that, you're ready to display Plecto on any LG Smart TV.

Add it to your favorites for even easier access

We suggest adding the app to your favorites for even faster access. You can do that, by opening Plecto on the TV and holding down the "1" key on the remote. This will store Plecto to the number 1 favorite position, and you'll be able to open it up again by simply holding 1 again. In case you want to change your favorites, you can hold down 0, to open the favorite manager.

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July 10, 2019
New feature

Jira and Bitbucket integrations!

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We just added two new development integrations to our list: Jira and Bitbucket. Both of these Atlassian products will allow you to track your development process on Plecto dashboards. Here are the data types we support:

  • Jira issues
  • Bitbucket Issues
  • Bitbucket Pull Requests
  • Bitbucket Commits

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June 4, 2019
New feature

Plecto Reports Beta

We're happy to announce the launch of our latest feature: Plecto Reports! We couldn't wait to show them to you, so we decided to launch the beta version to everyone with the Large package. To opt-into the beta, simply go to Reports under Visualization in the sidebar πŸ‘.

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What are reports?

Reports allow you to create a detailed and organized view of your KPIs that can be automatically exported to presentations and spreadsheets. Unlike dashboards, Reports allow you to dig much deeper into your data and display all your KPIs on the same page, for a complete overview of your business.

What does "beta" mean?

The beta version means that the feature is not complete. We have many more features and improvements planned, but couldn't wait to get your feedback first. This might mean that there might still be some rough edges here and there and that we might change the layout and functionality in the near future.

How do I use Reports?

Simply go to Reports under the Visualization category in the sidebar, opt-into the beta and start by clicking "New report". You can then choose a title for the report and who will have access to it. Clicking on the edit button in the top right, will enable edit mode, from which you can start building your report!

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Start by adding some rows with all the KPIs you would like to see. By marking the most important KPIs as "starred" you will be able to see the percentage change over time right under it.

Use the export to .xlsx to download an excel export or the .pptx button to download an automatically generated presentation with your KPIs:

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Many more features soon

This is just a taste of Reports. We plan to expand it with new features very soon. We'd love to hear what you think! Let us know below or by contacting us through chat and email.

May 22, 2019
New feature

GitHub and ZenHub integrations!

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Today we are launching two new development integrations: GitHub and ZenHub! They will allow you to follow your development process by displaying KPIs like:

  • Number of closed issues per developer
  • Number of new versus closed issues
  • Currently planned issues
  • Open pull requests
  • Issues per tag
  • Estimation values
  • Milestone progress
  • and many others...

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April 3, 2019
New feature

Widget update metrics

It is of outmost importance to us that the numbers you see on your dashboard are always up to date. This week, we have made upgrades to our backend that improved the automatic widget updates drastically. On average, we now update a widget in less than 3 seconds from the time we receive the data (note, that most integrations send data every 2 minutes, others less frequently).

There are unfortunately still some edge cases that take much longer than that. Please have a look at this support article to understand why. We are working on improving them!

To help you better understand why a widget might be slow, we have now made timings visible on every widget. Simply click edit on a widget and hover your mouse over the status icon on the right. Hopefully this gives you a bit more insight in how Plecto works!

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March 23, 2019
New feature

Share favorites across multiple Plecto organizations

More and more people use Plecto for multiple organizations - for instance separate accounts for each country in multi-national companies but also for investors who follow multiple companies who all use Plecto.

Starting today, you will be able to see all dashboards you favorited across every organization you have access to. Dashboards from other organizations will have the organization name below - check out the following screenshot to get an idea of how it looks:

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I'd love to know what you think about this - vote below and leave a comment πŸ‘ŒπŸ»

/Kristian

March 13, 2019
New feature

New onboarding πŸš€

We’re happy to announce our new on-boarding flow, which will make it much easier for new users to get started using Plecto on their own. πŸ™Œ

We’ve listened to all of our awesome user’s feedback, the last couple of months, and from this feedback, we’ve now managed to build a much more user-friendly and intuitive on-boarding flow; making it much easier for new users to create their dream dashboards with just a few clicks.

▢️ Check out our announcement video on LinkedIn at: https://lnkd.in/e7RXDnd

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Already a user of Plecto?

This also benefits you! πŸŽ‰ With this product update, you're now able to quickly create a new dashboard from our catalog of more than 477 predefined widgets, making it easier than ever to set up dashboards.

Try it yourself, by adding a new dashboard and then picking "Start with our pre-built widgets"!

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March 13, 2019
New feature

New formula function: Days

We just added a small utility function you can now use in your formulas. The Days function will count the number of days between two dates. Very similarly to NetWorkDays, it expects two arguments: the start date and the end date.

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This can come very useful if you need to use the number of days in a month when calculating a day to day success index or an average.

Feb. 14, 2019
New feature

Improved registration export interface

Today we have released a small quality-of-life improvement to the little "Export" button you can see on the top right of the registration list.

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After you click it, we will prepare an export with all the filters and sorting rules you previously had open, together with a preview of the total number of registration that will be exported!

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Aug. 14, 2018
New feature

Define your custom weekend for NetWorkDays and Holidays

Does your work week begin on Sunday and end on Friday? Do you perhaps work on Mondays but not Tuesdays? If so, you might have had some trouble using NetWorkDays and Holidays functions in your formulas in the past. We have added a new parameter to both that now allows you to define your weekend!

Have a look at the new syntax:

NetWorkDays(StartDate(),EndDate(),[weekend])

Holidays('dk',StartDate(),EndDate(),[weekend])

We added a new optional parameter [weekend], which defines what days in the week should be considered work-free days. Starting from Monday to Sunday, you type either 0 or 1 until you have 7 digits. A 0 represents a work day, while a 1 represents a work-free day — the weekend! πŸ–

Examples

For example, by default, Saturday and Sunday are work-free days. The way to define that would be:

NetWorkDays(StartDate(),EndDate(),0000011)

Now, let's assume you work every day, except Sunday and Monday. This is how it would look:

NetWorkDays(StartDate(),EndDate(),1000001)

You can of course use with any possible combination, even for other purposes. Let's for example count all the Wednesdays in the month:

NetWorkDays(StartDate(),EndDate(),1101111)

Daily tempo

The most common use case is to combine the two functions in order to create a formula that tells you how far you are to reaching your monthly target on day to day basis. This way you can easily tell if you are falling behind and act before it's too late. For our example, we'll assume our weekend is on Friday and Saturday.

(
    Last(Monthly target,Amount) /
    (
        NetWorkDays(StartDate(),EndDate(),0000110) -
        Holidays('us',0000110)
    )
)
Aug. 10, 2018
New feature

Formulas in formulas 🀩

Plecto is all about making your life simpler, and today we are introducing a very simple but powerful feature: You can now include a formula inside another formula!

How does it work?

Let's say you have a formula that returns your hit-rate. That would be the deals you closed, divided by all the deals.

Hitrate
Count(Deals,Status="closed") / Count(Deals)

Now, you want to use your Hitrate to make a forecast for the next month. You could just copy the same hitrate formula into the new formula, like this:

Forecast - BAD πŸ‘Ž
Count(Deals,Status="closed") / Count(Deals) 
* Sum(Future deals,Value)

There must be a better way!

There is a better way to do this! Instead of repeating yourself, you can now include the Hitrate in your Forecast formula, like so:

Forecast - GOOD πŸ‘
Formula("Hitrate") * Sum(Future deals,Value)

Much better!

Why is it great?

Using included formulas is great, because it allows you to keep your KPIs simple and organized. You can use a part of a formula in multiple more complex ones, without the need to repeat the same part over and over. If you decide to change how the included formula works, all the formulas that use it will automatically update as well. No need to manually change each single one!

You can even go deeper, you can include a formula, that includes a formula, that includes a formula, that includes a formula ... You get the point 😜. Even if you rename any of the formulas, things will just keep working automatically. Awesome!

July 17, 2018
New feature

Control what date a notification should be enabled from

When creating a notification, you can now specify from what date should the notification be enabled from. By default, we enable the notification from the date you create it, to prevent old registrations triggering it. You can make this field empty or set it to a date in the past, if you would like old registrations to trigger your notification.

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July 12, 2018
New feature

New formula filters: Startswith, Endswith and Contains!

Formulas now support a few new functions that will allow you to do new types of filters on text fields!

The best way to explain these is by example. Suppose you have an Opportunity data source that looks like this:

Id Employee Size Amount
1 Mike Large opportunity 4300
2 Anna Not qualified 0
3 Bob Small opportunity 220
4 Mike To be qualified soon 0

1. Startswith

You can use Startswith to filter on a text field based on the beginning of the value.

For example:

Sum(Opportunity,Size=Startswith("Large"),Amount)

This will return the total Amount of all Large opportunities. In our example that would be 4300, as only the opportunity with id 1 starts with "Large".

2. Endswith

You can use Endswith to filter on a text field based on the ending of the value.

For example:

Sum(Opportunity,Size=Endswith("opportunity"),Amount)

This will return the total Amount of all opportunities. In our example that would be 4520, which is the sum of opportunity 1 and 3.

3. Contains

You can use Contains to filter on a text field based on the content of the value.

For example:

Count(Opportunity,Size=Contains("qualified"),Amount)

This will return the number of all the opportunities that still need to be qualified. In our example the number will be 2, because of opportunity 2 and 4.

4. Not equal

You can reverse the meaning of the filters by using != instead of =. For example:

Count(Opportunity,Size!=Contains("Small"),Amount)

This will return the number of all opportunities not being small. In our example the number will be 3, because of opportunity 1, 2 and 4, which don't contain the word "Small".

Case-sensitivity

These functions are all case-sensitive. This means that it's important that you match your data's UPPERCASE and lowercase letters exactly πŸ€“.

July 10, 2018
New feature

Re-import a single registration

We have added a button to instantly re-import one existing item from Salesforce. You can find on the top right by clicking on an existing registration.

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This is useful if you have made a change in Salesforce and want to see the update immediately, instead of waiting a minute for the automatic import. It's also helpful to see what exactly might have changed. See an example below.

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We will be slowly rolling this feature out for other integrations as well.

June 29, 2018
New feature

Re-designed data sources to supercharge your workflows πŸš€

We are extremely excited to announce a new interface for your data sources! It features a brand new design focused around speed and usability. The data fills your whole screen, making it much easier to find exactly what you were looking for. Filtering and sorting is now easier than ever, without distracting you from what you are looking for.

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Filtering

Clicking on the filters button at the top will open a sidebar, where you can easily filter your data by any field.

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Just click the filter icon on the right to expand the filters.

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Pick from one of the comparators, and enter the value to filter on. The list of registrations will automatically update to reflect your filters.

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Each field can also be hidden, by clicking on the eye icon.

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Filtering by a date is now a piece of cake 🍰, just pick the date and time from the date-picker!

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Sorting

You can now decide how your data should be sorted. Just click the header of the field you want to sort by. By clicking again you can even sort in both directions. Want to sort by more than one field? Easy, just click on another field and we'll sort by the new field first and the previous field second.

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Countless new small improvements

The new data source interface is filled with countless small features that just make your day better β˜€οΈ. For example, let's say you have a comment field that has a very long text, but you can't see the whole text because the column is not wide enough. You can of course re-size the column by dragging the handle on the right, but you can also simply double-click the handle and the column with automatically re-size so it fits all the content. Magic! πŸ’«

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Let us know what you think

We're always happy to hear what you think. Let us know by contacting us! Have a great weekend πŸ’ͺ!

June 22, 2018
New feature

Added support for Cyrillic alphabets

Plecto now fully supports Cyrillic alphabets for data source titles, field names and filters inside formulas. This makes it much easier to use Plecto if your language uses a Cyrillic script! πŸ–‹ Π₯ΠΎΡ€ΠΎΡˆΠΈΡ… Π²Ρ‹Ρ…ΠΎΠ΄Π½Ρ‹Ρ…!

June 13, 2018
New feature

You can now add 1000+ integrations with Zapier!

Zapier is a service that offers integrations between your different systems. From today on, you can add a Zapier integration directly from Plecto. Just go to the add data source page and click Zapier in the list.

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To learn more on how to use Zapier, visit their website zapier.com!

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