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Integrate spreadsheets and automate your budgets and targets

Save hours of manual admin work and integrate your targets and budget goals into Plecto using custom Google Sheets or Excel 365 spreadsheets.

What can I track?

  • Employee targets: daily, weekly, monthly, quarterly, yearly.. you name it!

  • General business goals: no people, just numbers

What to include in the spreadsheet?

  • You should add a column containing date and time (for example, Created date). These dates (specific day, month, year, etc.) will tell Plecto what numbers to look at when you add them to a dashboard.

  • For tracking employee targets, it's important to add their names and emails (see examples below).

See the spreadsheet examples here below. 👇 Feel free to download the sheets and customize them to your needs!