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.
This GIF shows you how to create formulas when editing a widget - here I have chosen a table:
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.
Are you not getting any numbers on your dashboard?
Please advise our troubleshooter article here.
More about formulas:
Click here to read our tutorial on how to create formulas.