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!
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:
I'd love to know what you think about this - vote below and leave a comment 👌🏻
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. 🙌
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
This also benefits you! 🎉 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"!
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.
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.
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.
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!
We are stoked to announce a new minor feature to our Zendesk integration.
It is now possible to import ticket satisfaction ratings directly into Plecto. This allows the possibility to easily show the positive feedback percentage on a dashboard widget ✅!
To show this, first install a new data source with the type of satisfaction ratings. Then go to formulas and click the preset formula Zendesk Ticket Satisfaction Percentage. This formula calculates
(Good ratings) / (All ratings).
Then add the formula on a number widget and voila, you can now see how your users rate your tickets over time!
After popular demand we are now excited to launch an integration to Shopify! With it, you will be able to track metrics relating to your Orders, Order lines, Customers and Refunds.
The Shopify integration allows you to display real-time KPIs like:
The integration is in beta, which means there might still be some small issues to iron out. We are pretty confident it works really well already so you shouldn't hesitate to use the integration and give us some feedback.
We're happy to announce another much-requested feature: restoring deleted registrations!
If you are an admin, you can now find a new button on the top of the registration list of a manual data source:
Clicking the button pops open a list of up to 20 recently deleted registrations.
To verify the data for that registration, simply click the grey View data button:
If you want to restore the registration, simply click Restore and voila, the registration is back to its old self :). You can even delete and restore the same registration over and over if you're the indecisive type like many of us are. You can, of course, see all actions in the registration log on the registration edit page:
We hope you'll enjoy this new feature!
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
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:
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! 🏖
For example, by default, Saturday and Sunday are work-free days. The way to define that would be:
Now, let's assume you work every day, except Sunday and Monday. This is how it would look:
You can of course use with any possible combination, even for other purposes. Let's for example count all the Wednesdays in the month:
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) ) )
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!
Let's say you have a formula that returns your hit-rate. That would be the deals you closed, divided by all the deals.
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:
Count(Deals,Status="closed") / Count(Deals) * Sum(Future deals,Value)
There is a better way to do this! Instead of repeating yourself, you can now include the Hitrate in your Forecast formula, like so:
Formula("Hitrate") * Sum(Future deals,Value)
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!
The summer heat at the office brings about opportunities for cool optimizations☀️, and next in line for a minor overhaul was our Pipedrive integration.
A lot of behind-the-scenes optimizations were made to make the integration much faster if you are using Organizations or People. We now import Organization and People data every 2 minutes instead of once a day!
You can now also get all your Organization fields right on your Deals data source. This can allow you to to figure out exactly where those closed deals are coming from. For example, if you sell to customers all around the world, you could create a dashboard that shows the amount of deals closed per country!
We're happy to announce, that our developers finished closing in on a number of bugs in a major behind-the-scenes overhaul of our Close.io integration.
These changes ensure a much faster and smoother experience when importing data from Close.io. Until now data imports could be delayed, very slow or even come to a halt, but due to the optimizations, they are lightning fast again! ⚡
Calls and Emails are now also imported to Plecto even if they are not associated with a Lead. Therefore, you might see more of these than usual. To get the same behavior as before, you can add a filter to your formulas like
"Lead ID"!="". This filters away activities that are not associated with a lead.
Other than that, there are a lot of minor quality-of-life improvements, such as:
Employee avatars are now imported, so your employees have their pretty profile pictures from Close.io in Plecto! 😊
Emails: additional data such as recipients' name, sender's name and more.
We hope you will like these improvements - the integration should now be up to speed! 🤩
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.
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:
|4||Mike||To be qualified soon||0|
You can use
Startswith to filter on a text field based on the beginning of the value.
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".
You can use
Endswith to filter on a text field based on the ending of the value.
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.
You can use
Contains to filter on a text field based on the content of the value.
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.
You can reverse the meaning of the filters by using
!= instead of
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".
These functions are all case-sensitive. This means that it's important that you match your data's UPPERCASE and lowercase letters exactly 🤓.
We are happy to announce, that our Facebook integration now supports action breakdowns to make your ad insights even more powerful! ⚡️
Action breakdowns are a way to quantify the actions your visitors take with ads. This means that you can get additional information on your ads and campaigns on Facebook.
There are a number of different action breakdowns that can be combined. As an example, you can choose to see what devices (iPhone, Android, Desktop) different age groups or genders use when reacting to your ads.
With these additions, you can easily keep track of your ads and their target, and with one glimpse on your dashboard, you can immediately take action to improve your ad targeting.
When you create a new data source, after choosing your Facebook ad account, you simply click the desired combination of breakdowns and action breakdowns:
Don't worry - all existing Facebook data sources will continue as they were - just without the optional action breakdowns. If you want to add them, just add a new Facebook data source.
Furthermore, there are a number of behind-the-scenes improvements to ensure a smooth experience for our lovely Facebook users. We hope you will like these changes - we enjoyed making them for you.
Do you like what you see? Let us know if you have comments or suggestions.
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.
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.
We will be slowly rolling this feature out for other integrations as well.
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.
Clicking on the filters button at the top will open a sidebar, where you can easily filter your data by any field.
Just click the filter icon on the right to expand the filters.
Pick from one of the comparators, and enter the value to filter on. The list of registrations will automatically update to reflect your filters.
Each field can also be hidden, by clicking on the eye icon.
Filtering by a date is now a piece of cake 🍰, just pick the date and time from the date-picker!
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.
The new data source interface is filled with countless small features that just make your day better ☀️. 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! 💫
We're always happy to hear what you think. Let us know by contacting us! Have a great weekend 💪!
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! 🖋 Хороших выходных!
Sometimes integrations break. The reasons for it could be many: from network issues, API errors, rate-limiting to simply scheduled maintenance.
When Plecto encounters an error from one of your integrations it will now show it on the data source list page. Plecto will keep trying to resolve the problem automatically for 24h.
If the integration cannot be resumed for 24 hours or more the data source will be disabled and the technical contacts will receive an email detailing the issue (you can change who your technical contacts are in your organization settings).
Hopefully, this will make it easier for you to understand, when things go wrong and keep the noise level in your inbox low.
In an effort to make all aspects of Plecto easier to understand, we have improved the error messages for manual imports. You might see these errors if you run a manual data import, and there is something wrong. Usually, this means we will re-try the import automatically. Now you can see exactly when we will retry or why the import failed.
Starting today, we will be dropping support for very old browsers, in particular Internet Explorer 9 and older.
These browsers are now over 7 years old and have officially stopped receiving updates from Microsoft as of January 12, 2016. For that reason, we cannot guarantee that Plecto will function properly on such old browsers.
If you are on an unsupported browser, you will now receive a message advising you to upgrade your browser.
If you are on Internet Explorer 10, we highly advise you to upgrade your browser as well. Although Plecto still works in IE10, Microsoft does not issue security updates for it and we cannot guarantee a completely bug-free experience.
A small update to our slideshows now makes it so the current time is displayed at the bottom left, next your recent notifications.
The time is formatted based on your organization locale and timezone, which you can adjust in your organization settings.
At Plecto, we release product changes almost every day. These could be small bug fixes, new features or simply general usability updates. You can now read about these changes on our changelog (the page you are currently on 🙂).