Track & steer
See what’s working, what isn’t, and why — all in real-time.

Plato offers self-serve dashboards sorted by rep, customer, and category. Activity visibility shows what’s happening and what action to take. Meanwhile, quote pipeline management stops revenue from expiring quietly.

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Core capabilities
Self-serve visibility into performance, activity, and opportunity.

AI-enabled reporting

Plato helps you identify growth opportunities across your organisation powered by real-time reporting.

Campaign & activity management

Guide your team with specific tasks and strategic actions. Get full transparency about who completes their tasks proactively.

Win rate optimisation

Most distributors have hundreds of open quotes, many of which expire without follow-up. Plato makes quote management systematic: You can filter, prioritise, and convert them to tasks with one click.
View of the Plato app with team overview.
View of the Plato app with campaign creation.
View of the Plato app view warning about an open quote.

See your ROI, tracked in real time.

See revenue regained by rep, customer, and category. Compare period over period. Need more details? Drill down from regional overviews to specific account details. All without ERP exports or having to open Excel.

  • Overview across risks and opportunities.

    Managers get full visibility across their organisation or team. Everyone gets access to the information they need.

  • Period-over-period analysis.

    Easily compare your current performance against any historical period.

  • Customer-level drill-down. Coming soon

    Go from regional overview to a specific account’s detail in just two clicks.

View of the Plato app with team overview.

See what your team is doing, and steer it — without micromanaging.

Plato gives leaders a unified view across the whole team's activity — where things stand, where to push, and where to step in — without chasing status updates individually.

  • Oversee your team with an activity monitor.

    See what every rep is working on and where things stand. All in one view, without having to ask for updates.

  • Create tasks in bulk, steer your team, and verify completion.

    Assign tasks across your team in one go and see who has completed them — without individual follow-ups.

  • Get notifications on where to coach and where to act.

    Plato flags which reps or accounts need attention, so coaching goes where it actually matters.

View of the Plato app with campaign creation.

Stop losing revenue to forgotten quotes.

Distributors often have hundreds of open quotes, many of which simply expire. Plato systematises your quote management: Filter, prioritise and assign tasks for the most promising chances.

  • Smartly filter all quotes.

    Focus on the quotes worth chasing: Plato lets you filter open quotes by value, age, margin, and customer priority.

  • Follow up with automatic tasks.

    Found a promising quote? Easily convert it into a tracked task for your field reps.

  • Get full pipeline visibility.

    Never let a valuable opportunity quietly fade away: You get full overview of your quotes to keep track of what expires when.

View of the Plato app view warning about an open quote.

Client testimonial

We chose Plato to manage our sales operations because it gives us a strategic sales platform powered by AI-driven insights. We can now quickly and clearly identify opportunities and risks, while also efficiently documenting our customer interactions.

Jacob Meesenburg
Sales, Meesenburg Meesenburg Logo

See your team’s performance data.

Book a demo and we’ll show you how Plato turns your ERP data into actionable sales analytics.

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Explore Plato’s AI features.

Analytics is just one part of Plato. Learn more about how its AI features improve the way you work.

See Plato’s AI features

Common questions
Analytics questions, answered.

Plato provides pre-built dashboards optimised for distribution sales. You can filter by rep, customer, category, and time period. Custom report building is on our roadmap.

Activity data comes naturally from using the system. When reps plan visits, log notes, and create tasks in Plato, the data is there. No separate tracking step, no surveillance tool.

Open quotes sync from your ERP in real time. Plato adds filtering, prioritisation, and one-click task creation.
When a quote converts to an order in the ERP, it updates automatically.

Yes. Role-based access ensures managers see their team’s performance and territory. Regional directors see their regions. Leadership sees the full picture.