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Build customized Capsule dashboards with Plecto

Discover how Plecto visualizes your Capsule sales data, empowering you to optimize performance monitoring for your team.

Chloe Lloyd · December 14, 2023
Build customized Capsule dashboards with Plecto

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Are you making the most of your Capsule sales data? Meet Plecto, the dashboarding solution that’ll change the way you visualize your Capsule sales data and drive and monitor your team’s performance.

The power of Plecto: a gamified approach to success

At Capsule, we understand the importance of staying on top of your sales performance in real-time, which is why you can access insightful reports in Capsule. However, with Plecto’s dashboarding solution, you can transform your data into actionable insights that your whole team can get behind. And, with features like badges, points and leaderboards, Plecto adds a sprinkle of gamification to keep your team motivated and focused.

Real-time insights at your fingertips

Picture this: Your Capsule sales data that gives you a bird's eye view of your team's KPIs and sales pipeline health, all updated in real time and all available at a glance on one dashboard. Plecto's diverse range of 13 dashboard widgets simplify the understanding of your Key Performance Indicators (KPIs). Present your business metrics with clarity using widgets like speedometers, leaderboards, donut charts and much more!. What’s more, add conditional colors to get an even clearer overview of your progress.

Gamification, because a little friendly competition never hurts, right?

Who doesn't love a good competition? Plecto incorporates gamification into its dashboards to supercharge your team's performance. Create contests and leaderboards to spark healthy competition. Set up custom notifications that trigger each time an employee achieves a sale or reaches their target. Watch as your top performers rise to the challenge, inspiring the whole team to step up their game.

Tailored targets for employee development

Unlock the full potential of your team with Plecto's One-on-ones and Performance Agreements, personalized performance management solutions that create a culture of continuous employee growth. Here, you can empower your employees by collaboratively creating targets aligned with organizational objectives. Maintain confidentiality with agreements visible only to the manager and individual employee.

Access Plecto anywhere, anytime

Visualize your Capsule KPIs on office TV screens or even at home. Accessing Plecto on your smart TV is a breeze—simply enter in your TV's browser. For Samsung or LG TVs, enhance your experience by downloading their dedicated app. Stay connected on the go with Plecto’s iOS and Android mobile apps, ensuring your KPIs are with you wherever you are.

How to get started with Plecto and Capsule

  1. Signup for Plecto: They offer a 14 day free trial on the Plecto site
  2. Connect Capsule as a data source: Connect Capsule by clicking through to Data Management > Data Sources > New Data Source and then searching for Capsule
  3. Install the Capsule dashboard template: This gives you a sales dashboard to start with as well as a set of formulas to use with Capsule. You can install the template here or within the app.
  4. Build dashboards: Customize the Capsule template, or alternatively build your own dashboard with your own widgets and formulas for more advanced metrics. With Plecto there is no limit to the number of dashboards you can create!

Why Plecto is the perfect fit for Capsule customers

Together, Capsule and Plecto offer customers a comprehensive solution to manage, visualize, and gamify their sales journey, in more detail than ever before. So, what are you waiting for? Elevate your sales experience with Plecto and Capsule – because success should be celebrated, visualized, and, most importantly, enjoyed!