Introduction to Getting Started

This guide-series will walk you through what you need to know about Plecto and how to get started.

Last updated: July 29, 2020

How does Plecto work?

Plecto is built around some core-functionalities consisting of data sources, formulas, and dashboards. You must first ensure that you have data in your data sources, then create the formulas to process the data, and then create the dashboards to display all your data in a nice and motivating way.

Data sources

A data source is similar to a spreadsheet-table where you store all of your raw data. It consists of registrations (known as "rows" in a spreadsheet) and fields (also known as "columns" in spreadsheets). You can add/remove fields that allow you to customize a data source to meet your exact requirements and the data quality that you need.

The data sources do not manipulate any data in any way. They are only responsible for containing the raw data you, or your integrations, create.

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An example of a data source with fields and a registration highlighted.

Formulas

A formula is a binding part between the data in your data sources and your dashboards displaying the data. The formula is responsible for manipulating and creating calculations with the data so you can create the exact metrics that your business needs. You can use formulas to create metrics such as average deal size, number of open support tickets, the value of won deals, and much more.

A formula is reusable and can be used on as many dashboards and reports as wanted. You specify the time period to look at directly on the widget or report, which makes formulas extremely flexible and modular. You can also limit what employees or teams to include data from directly on the dashboard, widget, or report as this is usually not done within the formulas.

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An example of a formula that returns the number of held meetings from the data source "Adversus Appointments".

Dashboards

A dashboard consists of widgets that you can customize and move around to create a dashboard that meets your exact needs. The widgets will utilize the formulas you have created and will show data directly from your data sources.

You can also limit who can view a dashboard and what data is included. This allows you to create personal dashboards for you or your team and make sure that only the right people have access to it.

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An example of a dashboard with real-time data from Adversus.

Essentials

To help you get the best start in Plecto, we recommend that you follow the below guides to get the best understanding of the basics of Plecto and how to get started. They should be followed in the same order as listed to get the best understanding.

Getting the most out of Plecto

If you want to use Plecto to the fullest and also benefit from this, then we recommend that you also use our gamification-, themes-, and reporting-features. We have created some guides to help you understand how these work and get the most out of them, which you will find below.

Tip: Please reach out to our Support Team if you should have any questions at all. We would be happy to help you get started and answer any questions you might have.

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