How do I get started using Plecto?

First of all, you will need to import your data to Plecto. You do this in 'Data Management' > 'Data sources'. Import your data from our integration list (Pipedrive, Podio etc.). Once your data is imported to Plecto, you are ready to visualize your KPIs on a dashboard. Create a new dashboard in 'Visualization' > 'Dashboards' > 'New dashboard'. Edit your dashboard, and add a widget. In order to visualize your KPIs on your dashboard, you'll need to create formulas. You can do this in 'KPI management' or directly from the dashboard when editing a widget. How to do it: - Click 'Edit' on your dashboard. - Select a widget from the 'Add widget' section. - Drag and drop in order to customize the size of your widget. - Create a formula clicking 'New formula', or click 'Edit formula' if you already have created some formulas. - Create your formula and click save. - Title your widget. - Remember to select the time period; current day, week, month or year - or something else? The table can be grouped by user or team. Simply create one formula for each value, and display it in a table. Instead of creating a formula for each employee to display in e.g. a number box, a table is the ideal way of visualizing individual numbers for your employees.