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