# How do I get started using Plecto?



##### Post Metadata
- Posted at: over 6 years ago
- Net upvotes: 1


## Comments
### Comment 1

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.

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Marketing Automation Manager hos Plecto




## Related Product
[Plecto](https://www.g2.com/products/plecto/reviews)

## Related Category
[Sales Performance Management](https://www.g2.com/categories/sales-performance-management)

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