Product updates

Exciting news! The latest mobile update gives you a customizable bottom menu!

Now, you can personalize your navigation by pinning up to five features for quick and easy access. Choose among Dashboards, Reports, Registrations, Activate TV, Quizzes, and Announcements.

Here's how to customize your bottom menu:

1. Open Plecto and click the three dots in the top right.
2. Choose "Configure my navigation menu".
3. Move and pin up to five features to your menu – all changes will update immediately.

To access the remaining features, settings, and more, click on your picture in the top-left corner. 🙌

Tailor your mobile app and streamline your workflow with this new customization option. Update your app today and enjoy a more intuitive and efficient way to access your favorite features!

Psst... 🤭 We are working on improving the mobile app, and soon you can look forward to even better mobile experience with Plecto!

Meet the AI Formula Assistant (Beta)! ✨ Designed to make creating and editing formulas easier than ever, our AI Formula Assistant leverages a custom-trained GPT model to simplify your workflow. 💫

How It Works

1. Find the AI Formula Assistant in Formulas > + New formula with GPT.
2. If your organization handles a large volume of data, you may need to specify which data sources the AI should use to generate the formula.

3. Write a prompt – describe what you need in natural language. For example:

   "Count the number of booked meetings from Hubspot Meetings."

   "I want to see the value of won deals from Pipedrive."

4. Click Create – the AI will generate a formula based on your prompt. It's always a good idea to review and adjust the details.

Why Use the AI Formula Assistant?

Euro 2024 is here - and so are our dashboard themes!👕

Euro 2024 has kicked off and, as is now tradition at Plecto for big tournaments, we've added new dashboard themes so you can show your support! 🇩🇰🇩🇪🏴󠁧󠁢󠁥󠁮󠁧󠁿🇫🇷🇮🇹🇳🇱

We've added 24 themes - one for each country taking part!

How to change your dashboard theme:

Did you like this update? Let us know what you think below. And in the meantime, take a look at our Product Portal and see what we're working on.

We have released an update on mobile – from now on, you can add Plecto Contests to your mobile Home Screen! ⭐️

How does it work?

The contest widget is only available on the Home Screen – you won't be able to see contests inside the mobile app just yet. Adding contest widgets works in the same way as adding regular dashboard widgets to the Home Screen. Look for the [contest] label when setting up your widget. Learn more.

Don't miss out! Update your Plecto mobile app and follow the contest results right from the Home Screen! 🎉🔥

Great news! We have added another amazing set of functions to the Calculated Fields!

What are Calculated Fields? – These are your custom columns in your Plecto data sources. With Calculated Fields, you can see how long it took from start to end date, create IF statements in the data source, multiply field values, convert text and number formats, and so much more.

This time, we have introduced some pretty exciting functions that allow you to perform more date-time operations! See what's new:👇

Head over to your data sources and try them out. 💪 For more instructions on how to use Calculated Fields, click the question mark in the bottom-right corner or read this help article.

Our column chart just went through an extreme makeover! This upgrade takes your data visualization to new heights, empowering you with richer insights and greater flexibility.

Here's what's in store:

🟪 Group and Stack Data: Transform your conventional column chart into a two-dimensional powerhouse. Now, you can effortlessly group your chart by one metric and stack columns by another, opening endless possibilities for analysis and comparison.

🟪 Vibrant Color Palette: We've infused our column and donut charts with 12 vibrant, eye-catching colors. With this fresh palette, your data will pop like never before, making trends and patterns instantly recognizable.

🟪 Vertical or Horizontal? Your Choice! Customize your chart layout with ease. Whether you prefer vertical or horizontal columns, our upgraded column chart lets you switch between directions seamlessly.

🟪 Streamlined Widget Settings: We've revamped the widget settings layout for a smoother user experience. Now, configuring your dashboard widgets is more intuitive and efficient than ever before. Spend less time navigating settings and more time diving into your data.

🟪 Stacked Column Charts On-The-Go: Take your insights wherever you go! Our latest update extends stacked column chart functionality to mobile devices. Access your charts from your phone's Home Screen and stay informed, even when you're on the move.

Did you like this update? Let us know what you think below. 👍 And in the meantime, take a look at our Product Portal to submit your ideas and see what we're working on.

Happy days for Excel users! 😍 As of now, you can integrate your Excel spreadsheets with Plecto!

Here's how it works:

1️⃣ Organize your Excel sheets: Add column titles in the first row and your data below. To track employee activity, add two columns where one contains employee emails and the other their names. Learn more

2️⃣ Upload to OneDrive: Add your spreadsheets to the cloud and let the magic begin. Whether it's sales data, financial reports, or a sign-up sheet for your next office party, connect it to Plecto with just a few clicks.

3️⃣ Integrate: Seamlessly integrate multiple sheets at once. Less manual work, more automated insights! Head over to the integration catalog and try it out.

Let us know what you think! ⭐️ In the meantime, visit the Product Portal to see what we're working on and submit your ideas!

We're thrilled to introduce a dazzling makeover for our Home Screen widgets on both iOS and Android! ✨ The Home Screen just got a whole lot snazzier.. 😏

📑 Say Hello to the Table Widget!

This one's a game changer – customize your Home Screen like never before and add a whole new dimension with Plecto's new table widget for your Home Screen! Columns, conditional colors, pagination, and more. It's your data, your way!

🔄 Refresh - Refresh - Refresh

Make sure your widgets are always up-to-date! From now on, you can use the all-new Refresh button and manually prompt updates to stay in the know!

📊 Charts are now legendary!

Explore your data with ease as we bring you better legends for line, area, and column charts. No more guesswork – just crystal-clear insights!

✨ Update your Plecto app and experience better data visualization at your fingertips!

And make sure to follow our product journey on Product Portal and submit your own ideas or feedback!💡

This update includes bulk actions, smart merging, changes in how we handle deactivation, and much more!

Here's what's new

⭐️ Active, Deactivated, and Pending tabs

From now on, all employee profiles are organized in three statuses – Active, Deactivated, and Pending:

• Active tab lists employees who send data to Plecto and/or have login access.
• Deactivated tab contains employees who were manually deactivated or whose employment period has ended.
• Pending tab lists employees who have been imported but have not yet been assigned a status. When reviewing the list, admins can activate or discard these employees. All discarded employees are moved to the Deactivated tab.

⭐️ More control over automatic employee activation

Before, whenever you imported data that contained new employees, Plecto would automatically activate them and start tracking the employee activity.

Now, you have the option to stop automatic employee activation. New employees added to your organization will be moved to the Pending tab, where you will have to activate them manually. This new option gives you more control over your data and who you track in Plecto.

In addition, all Global Admins can receive email updates about new employees added to your organization.

⭐️ Smart merging of duplicate profiles

Clean up your organization in seconds! This new feature lists potential employee duplicates and allows you to merge employees based on automatic suggestions. Duplicate profiles are matched by the name, email address, and integration.

⭐️ Bulk actions

Create a team, merge, and deactivate – from now on, you can do all that in bulk! Select the relevant people and choose one of the actions from the bar at the bottom of the screen. These new bulk actions enable you to manage your organization more easily and save valuable time!

⭐️ Other great things

Among all the updates, we have introduced significant usability improvements:

• See everyone's latest login in the employee overview
• Filter the employees by teams, integrations, or permissions
• Sort the columns
• Import from and export employees to Excel file (.xlsx)

🚨Changes regarding data imports for deactivated employees

As of February 14th, 2024, we are no longer importing new or changed data for employees after their deactivation date. If you do a historical import, we will only import the data created or updated before the employee’s deactivation date.

⚠️ Important to know!

• Deactivation date of all employees already inactive on the release day will be 12.02.2024.
• Registrations already imported for deactivated employees will stop being updated.
• Deactivation date will be visible in the new Deactivated tab.
• Once pending or deactivated employees get activated, Plecto will start importing their data. To get historical data of the employees, you will have to import more data in the data source settings.

These new features are designed with you in mind – giving you more control, saving time, and ensuring your organization runs smoothly. Therefore, feel free to submit your feedback and help us make the product even better!

Forget about maintenance hours updating your formulas.. From now on, you can get any dashboard view you want using our new dashboard and drill-down filters! 📊 🚀

🚀 Dashboard filters

Filter your dashboards just like you would formulas. Choose data source fields and filter your KPIs by a specific customer, country, pipeline, or any other fields from the data sources included in your dashboard. This filter type will apply to the entire dashboard, and all relevant widgets will be updated, even if the used formulas have filters.

🚀 Drill-down filters

Admins can add a menu of possible filters for viewers to use. This filter type allows non-admins to explore data without changing the widget settings. All users with access to this dashboard will see a Filters button in the top menu, and they will be able to view the dashboard by your selected filters.

We have added a brand new Filters tab in the dashboard settings where you can find all the new filters you can play with. In addition to the new filters, you can still apply the well-known team filters.

Wait, there's more!?

Along with this release, we have also updated the dashboard header, which now offers more functionality and some delicious-looking buttons. 😋

Did you like this update? Let us know what you think below. And in the meantime, take a look at our Product Portal and see what we're working on.

Say goodbye to extra hardware and hello to simplicity with our latest update in the notification world! Here's what's new:

✨ No More IoT Box! ✨

We've cut the cords! Forget about extra purchases – Plecto now synchronizes effortlessly with your Philips Hue lights directly from our platform.

🔐 Simple Setup 🔐

Just add your credentials, choose your style, and watch the room light up! The new configuration ensures you spend less time setting up and more time focusing on triggering that notification.

Whether it's a project milestone, a new lead, or a noteworthy achievement, we've got you covered. Combine your Philips Hue lights with other notification actions and celebrate success as it happens! 🏆🌟🔥

Did you like this update? Let us know what you think below. And in the meantime, take a look at our Product Portal and see what we're working on.

Great news for admins! With this update, we give you more control and clarity over what you import to Plecto. See what you're doing, make informed choices, and get properly set up the first time!

What's new

🌟 Better overview of your data. The new integration process now lets you preview and choose among all the available data source fields even before you import your data. Just like the list you see in the data source settings, this new update ensures you get the right data, right from the start.

🌟 Upfront import range and data retention. Choose from the get-go how much data you want to import, and how long Plecto should keep the registrations in your data sources.

🌟 Automatic organization. We will now automatically create folders for your integrations, helping you keep your data sources neatly organized.

🌟 Enhanced integration catalog. You might notice that we updated the categories in the integration catalog to help you navigate with ease and find your systems faster.

🌟 Improved guidance. Our improved help texts and generally upgraded connectivity give you clear and concise guidance so you can easily integrate from A to Z and always know what the next steps are.

Go to the data source page and try out the new streamlined integration process today! 💪

Did you like this update? Let us know what you think below. And in the meantime, take a look at our Product Portal and see what we're working on.

In the dynamic realm of real-time dashboards, live data, and automation, static numbers have often taken a back seat. Yet, even on those rare occasions where a constant figure is what you need, the process of adding a simple number to a dashboard can feel like a hassle.

Not anymore!

🚀 We're excited to announce that from now on, you can type numbers directly into your dashboard widgets! Here's how it works:

1. Add a widget to your dashboard.
2. Click + New.
3. Select Add static number.

With this new feature, adding numbers to your dashboards is now quicker than ever. Simply input your targets in seconds and focus on what truly matters! 💪

Got feedback? Head over to our Product Portal to leave a comment and see what we're working on!

Say goodbye to tedious dashboard building! Introducing our latest game-changing feature – Widget and Formula Templates.👏

With templates, you can unlock the power of instant productivity. Build your dashboards smarter, faster, and elevate your performance tracking to new heights. What's more, everything is 100% customizable!

👇 Watch the video to learn how to use templates!

Streamline your workflow with our innovative templates – your shortcut to boosting performance in real time! 🚀

Got feedback? Head over to our Product Portal to leave a comment and see what we're working on!

We are incredibly excited to announce the latest and greatest feature in Plecto – SHARING! From now on, you can share individual data sources and formulas with others in your organization! 🔥

What's new?

This new feature comes directly from your ideas and input shared in our Product Portal, and this is how it works:

• You no longer have to give employees full permission to a feature or make them Global Admins to let them do their tasks. With object sharing, you can now share individual formulas and data sources across the organization and choose what access rights everyone gets.
• Along with sharing, we are introducing the concept of ownership. Each data source and formula can have an owner who will gain full access to the object regardless of their permission in Plecto (Standard or custom), and they can then manage the object, including its access settings.
• When someone adds a data source or creates a formula, they automatically become the owner. It is always possible to change owners, and ownership, in general, is optional.

💡 Find what objects are shared with you by clicking on your profile in the bottom-left corner of Plecto!

How do I participate?

Go to Organization > Billing and click Object sharing BETA. Once you've joined, you'll see a Share button in your data sources and formulas. This Beta feature is available on Large and Enterprise plans.

To learn more about this feature, read our help article on docs.plecto.com.

What's new

1. Visibility improvements – Rewards in the store are now organized in alphabetical order, and we moved the coin balance to the top-right corner.
2. Quantity – You can now add the available amount to each reward. The reward will become unavailable once all items are redeemed.
3. Copy rewards – Use existing rewards as templates and copy them to add more to the store!

Do you enjoy our features? Let us know what you think! Check out our Product Portal to leave feedback or see what we're working on!

We are extremely happy to announce that we've released five new functions in Calculated Fields! 🚀 🙌

1. IF function
2. Switch
3. Text to number
4. Number to text
5. Now

We also improved the interface with good-looking buttons and a toolbox, so you always have your functions at hand! Learn how to use each of the Calculated Fields functions in our help article.

Do you enjoy our features? 😍 – Let us know what you think! Check out our Product Portal to leave feedback or see what we're working on!

Create OR-like components in formulas and get better search results in your data sources with our new "is one of" filter!

How does it work?

You can now filter data by multiple values. For example, to see how many leads you got from specific sources, you can add a filter where the source IS ONE OF the following: AAA, BBB, or CCC.

The filter works with number, text, and choice fields and is available in both the Visual and Advanced Formula editors.

If you're an admin, go to Formulas and see how you can upgrade your organization's KPI-tracking using "is one of"! 💪

Now, whenever you group data on a dashboard by Custom field, you will only see the relevant options.

To group your data by Custom field:

1. Expand the Filters section in the widget settings.
2. Select Custom field under Group by.

You can find custom grouping in: Table, Line, Area, Column, and Donut chart.

To learn more about how you can group data on dashboard widgets, read our help article. 🙌

You don't have to be an expert to build formulas in Plecto!

Formulas are at the core of Plecto – a single formula lets you visualize multiple KPIs, organize a contest, discuss performance during a one-on-one meeting, and so much more. Whether you're a seasoned formula expert or a new user, we want to make it easy to work with Plecto! And that's why we are excited to announce...

Formulas in widgets!

From now on, if you want to create a simple, one-component formula, you can do it directly on the widget without ever opening the formula editor!

Add an extra layer to your formula using overrides. If you modify the formula on a widget, it will only apply to the widget in question and not affect the original formula.

To keep the house in order, we grouped the widget settings into three sections – Formulas, Filters, and Display settings.

With formulas in widgets, you now have the ultimate toolkit to effortlessly create dynamic KPIs that display your business metrics in real time! Go to your dashboards, try it yourself, and let us know what you think! 💡

This new feature makes it so much easier to build straightforward, one-component formulas. To learn more about how to use it, check out our help article. 🚀

The FIFA Women's World Cup 2023 is about to start, and what better way to keep track of all the games than with Plecto's real-time dashboards! ⚽️🏆

We have already prepared everything – all you need to do is open https://www.plecto.com/WC-2023 and follow the matches!

Here's what you get from your live World Cup dashboards:

• Live scores, table updates, and team stats!
• On-screen notification whenever a goal is scored.
• The ability to connect your office TVs for everyone to see.
• A virtual "wallchart" where you can track your country's route to the final!

In addition, we've created 32 new themes that you can use on your dashboards and contests! There is a theme for every team taking part, so you can show support by choosing your favorite! 🚀

Best of luck to whichever team you're following, and happy World Cup'ing! ⚽️

Post messages and receive real-time updates from Plecto with our brand-new News Feed!

Here’s what you can do:

• Share messages across teams or the entire organization,
• Get automatic posts from Plecto about new achievements, completed quizzes, and people’s birthdays,
• Customize notifications with a new notification action to celebrate success on the News Feed,
• Share posts to Microsoft Teams – synchronize Plecto with your MS Teams channels and get real-time updates wherever you are.

Configure your organization's News Feed under Organization > Settings. To receive posts about triggered notifications, update the notification actions. Learn more.

Do you enjoy our features? Let us know what you think! Check out our Product Portal to leave feedback or see what we're working on!

Our Gamification+ package just got even better! From now on, you get to spin the wheel whenever a notification triggers! ✨ The spinning wheel is easy to add and extremely exciting to look at! 🤩

Here's how to use it

1. Add the Spin the wheel action to a notification.
2. Choose a slideshow.
3. (Optional) Add a title.
4. Enter the prizes each in a new line.
5. Hit Save and take your spin next time you reach a milestone!

The spinning wheel is a shiny new addition to our Gamification+ package. To give it a try, head over to Organization > Billing where you can get a 14-day free trial for not just the Spinning Wheel but everything else in Gamification+

As always, we're here to receive your feedback to make our product better. Check out Plecto's Product Portal to submit ideas and see what we have in the works!

Here's to another good day for Plecto's data sources! We've introduced a usability update that lets you reorganize the column order in a data source using drag-and-drop. 🙌

Here's how to reorganize a data source

1. Open a data source.
2. Click the Filters button in the top-right corner.
3. Grab any left-side icon on the list and drag it to the desired position.

🔄 You can reset the order by clicking the more options button in the FILTERS header.

What's more

• The column order is saved in the browser, which means any changes you make will only be visible to you. That includes reordering, visibility, and any filters applied to the data source.
• Upon exporting, the data source will maintain its default column order.
• We put the drag-and-drop handle on the left side so you can still copy the field names!

💡 If you have any feedback or ideas for new features, submit them in our Product Portal!

You asked for the option to calculate the difference between two dates – you got it! 🙌 With this new feature, you can customize your data sources and gain deeper insight from the data that's already available.

Our data sources got an upgrade – from now on, you can add new fields to all integrations right inside Plecto. Here's what you can achieve with the new Calculated Fields feature:

• Calculate the time difference between two date fields,
• Perform basic calculations – add, subtract, divide, or multiply values from fields of the same data source,
• Add fields that contain static values such as 5000 or calculations like 6*6.12.

What's great – it is up to you to define what gets shown in a calculated field! Use it to calculate how long it takes to close a sales deal, prepare an order, complete a task, calculate gross/net values, and more.

🚀 Calculated fields add a new dimension to Plecto's data sources and formulas. Visit our help article on docs.plecto.com to learn more about calculated fields, their syntax, and available functions with examples.

We started with native TV apps for LG and Samsung TVs, and now we've launched a BETA version for all TVs using Android. 📺 🚀

As of now, if your TV runs on Android, you can find Plecto in your TV's app store! Once installed, you will be able to activate a slideshow using your computer or mobile app:

• Computer – Go to Visualization > TV management > Activate TV and follow the instructions on the screen.
• Mobile app – Tap More in the bottom-right corner, then tap + Add TV and scan the QR code on your TV screen.

We are developing apps for TVs to make Plecto more reliable and ensure that all the features are supported. Since this is a BETA release, we encourage you to help us test the app so that we can make it as good as ever.

💡 If you have any feedback or ideas for new features, please don't hesitate to submit them in our Product Portal!

From now on, you can access all help articles by clicking the question mark in the bottom-right corner.

With this update, we're embedding our help center inside Plecto as well as launching our new help domain docs.plecto.com!

We've also added a new menu point – 🚀 Getting started. There, you can look forward to lots of exciting content. We'll add new articles and checklists as soon as we launch new features so that you're the first one to get informed.

Main benefits of this update

• Improved usability – In-app help content allows you to find information right when you need it.
• Context-based help – Each page shows information relevant to that feature. If you're wondering how to create a slideshow, click the question mark, and we'll show you.
• Better search function – Find folders, guides, or even individual steps.
• Send direct feedback – Spotted a typo or a missing step? Report an issue in seconds, and we'll make sure to update the content.

What about the chat?

If you want to chat with an agent, there's a Contact us button at the bottom of each page inside the knowledge base. It will open the live chat.

Do you want to use our cool new features but don't want to upgrade your subscription? We hear you!

We're launching 4 new modules that you can add to your current subscription as paid add-ons in addition to the standard Plecto packages. 🎉

Here's what's on the menu:

• Dynamic Dashboards
• Coaching & Training
• Reward Store
• Single Sign-On (SSO)

Want to try before you buy? Get a 30-day free trial for each of our modules. Click on the modules above to get started!

🚀 Dynamic Dashboards

Stop copy-pasting hundreds of dashboards or come up with different workarounds for how to visualize individual KPIs. A dynamic dashboard understands who's looking at it, so it only shows the viewer's data to the viewer. Now, you can create a single dashboard, and we'll take care of the rest!

Psst... one click in the dashboard settings, and you can transform an existing dashboard into a dynamic one!

🚀 Coaching & Training

One-on-ones

Use this coaching feature to build stronger relationships between managers and team members. Align your goals and direction, and keep track of your team's well-being.

Quizzes

Organize internal learning, pinpoint knowledge gaps, and foster development with quizzes! Add different types of questions, learning resources, and information slides and invite participants to take the quiz by scheduling virtual quiz sessions. The quiz results are stored in a data source, which allows you to visualize the learning progress.

🚀 Reward Store

Build your own reward store and incentivize your teams to reach their goals. Automate virtual coins with notifications and let people grow their coin balance as soon as they reach a milestone and trigger a notification. The Reward Store is easy to set up and maintain.

🚀 Single Sign-On (SSO)

Add SSO to your organization and log in more conveniently! Plecto's SSO can be used with a variety of different identity providers, including OneLogin and Google.

💡 If you have any feedback or ideas for new features, submit them in our Product Portal!

You probably noticed that we’ve been quietly working on adjustments in the gamification corner. First, we modified the achievement badges, then we stacked them on your dashboards…

The cat’s out of the bag now – it was all part of a bigger plan! We’re excited to finally show you a completely remade achievement form!

What's new?

• From now on, you can choose between different badge shapes and colors and even upload custom icons. For best results, we recommend using a single-color icon with a transparent background (file format: SVG). 👉 Here's an open source icon library for inspiration.

• We’ve also added a little preview window so that you can see the achievement badge while designing it. 🎨

More good news

• What else – no more random week numbers! If your achievement cycle is a week, you no longer have to memorize all weeks of the year. How? – We added dates to each week! 🤩

• All active and past achievements are stored in each employee’s profile. See your achievement timeline by hovering over the badge.

• We also modernized the way you give achievements manually. Open an employee page and see what's new!

We hope you enjoy this feature just as much as we do! 🌟 If you have any feedback, please don’t hesitate to contact us.

Want to join our BETA testing group? If you are a customer, sign up here!

... And Bulk Actions!

We have some very exciting news – Plecto is adding folders in formulas!

Do you remember that feeling of having to delete formulas one by one? – Well, not anymore! With this update, we're introducing folders, bulk actions, and drag and drop. And we're only getting started...

We're taking our first steps in introducing folders and bulk actions across the platform. Here's what's new in this release:

🔸 Create folders

Easily create, organize, and rename your folders. We've added the Create folder button in multiple places, so you won't miss it.

🔸 Select multiple items

Select multiple items and create folders based on the selection. We've also introduced some keyboard shortcuts – hold down the Shift key to select multiple formulas or press Esc to clear the selection.

🔸 Organize your folders and formulas using drag and drop

Move your folders and formulas around more easily. Grab one or multiple items and drag them to a different destination.

🔸 Cleanup made easy

You can finally delete multiple items at once, but only those that are not in use. If a formula is in use, you'll have to find a replacement for it. This is to ensure that you don't lose any metrics (on dashboards and reports) or don't break any existing setup (contests, notifications, performance agreements).

We're continuously working on improving our features, so stay tuned for more updates! Meanwhile, give us some feedback and let us know what you think.

If you updated your Apple devices to the new iOS 16, you probably noticed some new features. Good thing we did, too.

We've updated our mobile app to support the new iOS 16 lock screen widgets – you can now add Plecto widgets both to your home and lock screens and keep track of your metrics wherever you go!

What widgets are supported?

The lock screen widget menu is the same as for the home screen. Here are the widgets you can add:

• Number box
• Speedometer
• Leaderboard
• Line & Area charts
• Column chart
• Pie chart

How to add Plecto widgets to the lock screen?

1. Tap and hold the lock screen for two seconds.
2. Click Customize to edit the screen.
3. Tap inside the available areas. A menu will appear at the bottom.
4. Select Plecto from the list.
5. Choose the widgets you want to see on your lock screen. This will add a widget placeholder.
6. Tap on each of the placeholders to choose your dashboard and a widget.
7. Once you're finished, tap Done in the top-right corner.

⚠️ Can't see Plecto on the list?
Apple seems to have some trouble displaying apps in the menu. Make sure you have the latest version of Plecto. If you still can't see the app, try deleting and reinstalling Plecto on your phone. We know it's not ideal, but it will fix the issue.

Download the mobile app

Connect your Plecto slideshows to TVs faster and keep track of your performance with our mobile app! The app is free and available for both iOS and Android devices.

• Get Plecto for iOS
• Get Plecto for Android

You gave feedback – we listened. With the new dashboard design being far more superior to the old one, there were still a couple of things we needed to improve. Most importantly, you asked for resizable columns – you got it! 💪

👉 With this update, we added the option to change the column widths on table and timeline widgets.

💡 How does it work?

• By default, columns are as wide as their content or header – whichever is wider. It means that whenever you add new columns, they will be as wide as the widest part in a specific row or header.
• If you manually change a column's width, that column will assume a fixed width.
• If you resize the widget, all columns with the default width will adjust in size depending on how wide the widget is, and all columns that you've adjusted manually will maintain their fixed width.
• The column on the left that usually displays employees can now be resized, too! If you want to optimize even more space, feel free to play around with the widget layouts to find the best solution – display avatars, names, or both.

💡 How to adjust the column width?

Enable the Edit mode on your dashboard and click Edit on your table or timeline widgets. You will see vertical bars in the column header. Drag the bars to the right or left sides to adjust the column width. ↔️

💡 Reset default width

We also added a Reset column width button in the column settings. Edit the widget and click on the three little dots in the column header to reset.

Go and try it out – we hope you'll like it! 🙌

Got feedback? We would love to hear it!

Click the chat icon in the bottom-right corner and tell us what you think.

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.💪

Discover the topics we will be covering and save the dates! 👇

1. Say Hello to Plecto's New Dashboard Design 👋 – 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

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

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

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

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

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!

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. 🙌 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.

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.

• 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.

• 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.

• 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.

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

• 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. 🙌

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.

💡 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

We are introducing granularity for area and line charts on dashboards!

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

We have released an update that makes it significantly easier to activate and manage your slideshows and TVs! 🙌 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.

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? 💪

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.

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.

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.

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.

Great news for our Large and Enterprise clients! 🙌 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. 💪

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.

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. 💪

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

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.

Visit Plecto Help to learn more about Announcements.

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

Where to look?

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. 🙌

Visit Plecto Help to learn more about Permissions.

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!!🔥 📅

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. 🙌

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

We are very excited to announce the release of permissions!

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!

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.

Save time on formulas and add new components with drag and drop!

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!

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.

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

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.

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

Feedback

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

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.

Download the App

Plecto for iOS

Plecto for Android

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. 🎉

Create beautiful reports and stay up to date with your KPIs! 🙌 Go to our help site to learn all about the new widgets in reports!

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.

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

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. 🙌

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 ‘Activate TV’

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

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

Plecto now supports Intercom’s brand new feature that will allow you easily identify what topics your customers are talking about.🗣️ 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.

How to enable the new field in your data source:

1. Go to your data source’s settings
2. Click on ‘Update fields’ and the new field will appear
3. Click the checkbox next to Conversation Topics
4. Save changes