Introduction to Getting Started
This guide series will walk you through what you need to know about Plecto and how to get started.
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.
A data source is similar to a table in a spreadsheet where you store all of your raw data. It consists of registrations (known as "rows" in a spreadsheet) and fields (known as "columns"). You can add or remove fields that will allow you to customize the data source to meet your exact requirements and the data quality that you need.
The data sources do not manipulate data in any way. They are only responsible for containing the raw data you, or your integrations, create.
An example of a data source with fields and a registration highlighted.
The formula is the binding part between the data in your data sources and your Plecto dashboard that displays 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 can specify the period you want to look at directly on the widget or report, which makes formulas extremely flexible and modular. You can also limit directly on the dashboard, widget, or report what employees or teams to include data from, as this is usually not done within the formulas.
An example of a formula that returns the number of held meetings from the data source "Adversus Appointments".
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, employees, or your team and make sure that only the right people have access to it.
An example of a dashboard with real-time data from Adversus.
To help you get the best start in Plecto, we have prepared some introduction guides to allow you to learn the basics of Plecto. We recommend following the same order as listed to gain the best understanding.
Getting the most out of Plecto
If you want to use Plecto to the fullest and also benefit from it, then we suggest you also use our gamification-, themes-, and reporting features. We have created some guides to help you understand how these work and how to get the most out of our features. Find the guides below: