How to Build a Pipedrive Report in Power BI

To build a Pipedrive report in Power BI with no code, the direct path is Kondado: you connect Pipedrive, Kondado replicates your sales data automatically, and Power BI reads that ready-made base. In a few minutes you have sales pipeline, revenue forecast, and rep performance in a report that refreshes on its own, on the schedule you choose.

The manual alternative (exporting a Pipedrive spreadsheet and pasting it into Power BI every week) takes hours and goes stale the next day. Kondado removes that step: the numbers arrive in Power BI ready to analyze, with no manual export and no code.

Quick answer

• Connect Pipedrive to Kondado and authorize access. Kondado replicates your deals, pipeline stages, activities, sales reps, organizations, and each deal's creation and close dates.
• Kondado keeps the data organized and refreshed automatically, on the schedule you set.
• Connect Power BI to Kondado through the Via Kondado feature. The report receives Pipedrive data with no spreadsheet export.
• Build your own report and start tracking pipeline, forecast, and conversion — each visual reads the base Kondado keeps up to date.

What do you need before you start?

To build the report you need three things, and none of them require technical skills:

1. A Pipedrive account with access to the data you want to analyze (deals, activities, reps, or organizations).
2. Power BI Desktop installed on your computer, available on the official Microsoft page.
3. A Kondado account, which bridges Pipedrive and Power BI. The trial is free for 14 days.

How do you build the Pipedrive report in Power BI step by step?

Follow these steps to get your first Pipedrive report in Power BI running:

1. Create your Kondado account. Sign up and log in to get started. The free trial lasts 14 days and requires no credit card.
2. Turn on the Pipedrive data source. Choose the Pipedrive data source in Kondado and authorize access to your account. Kondado starts replicating your sales data automatically.
3. Let Kondado organize the data. Your deals, stages, activities, reps, organizations, and each deal's history become available and refreshed, with no database to build or maintain.
4. Connect Power BI to Kondado. Use the Via Kondado feature: in Power BI Desktop, open Get Data > Web and paste the Via Kondado link. The connection is code-free.
5. Build your report. With Pipedrive data already organized by Kondado, you drag the fields in Power BI and build sales pipeline, revenue forecast, and rep performance. Each visual reads the up-to-date base.
6. Set up scheduled refresh. Schedule how often the data updates and your report receives fresh data with no manual work.

What Pipedrive data do you bring into Power BI?

With Pipedrive connected to Kondado, your Power BI report can bring together information that today lives across several CRM screens:

• Sales pipeline - deals by stage, open value, stage-to-stage conversion, and a revenue forecast weighted by each deal's probability.
• Rep performance - value under management, win rate, average sales cycle, and activities per deal for each person on the team.
• Win and loss reasons - why deals are lost (reason, value, and concentration by rep) and which channels bring the best deals.
• Stalled deals - deals open for a long time with no movement and how much value is stuck in the pipeline.

Instead of switching tabs for every question, you track everything in a single report, with numbers that match your CRM.

Why use Kondado for your Pipedrive report?

Kondado is the complete way to bring Pipedrive data into Power BI, because it handles the part that stalls most teams: keeping the data fresh with no manual work. Here is what changes:

• No manual exports - Pipedrive data flows into Power BI automatically, with no CSV downloads or spreadsheet copying.
• Automatic refresh - the report receives fresh data on the schedule you choose, with no intervention.
• No code - the Pipedrive and Power BI connection is done through Kondado's interface.
• Real sales cycle - Kondado replicates each deal's creation and close dates, so you measure how long deals take to close and how that trends over time, with no manual math.
• 80+ data sources - beyond Pipedrive, replicate ERPs, e-commerce, paid media, and other CRMs in one place to cross sales with marketing and billing.
• 7+ years of experience - Kondado has helped companies make data-driven decisions for over 7 years.

Can you build the Pipedrive report in Looker Studio?

Prefer Looker Studio? The path is the same: Kondado brings Pipedrive data into Looker Studio just as easily, with no code and automatic refresh. See the step-by-step in How to build a Pipedrive report in Looker Studio.

Frequently Asked Questions

Can I connect Pipedrive to Power BI without code?

Yes. With Kondado, you connect Pipedrive and Power BI through the interface, no code required. Kondado replicates the sales data and Power BI simply reads that ready-made base.

Do I need to export a spreadsheet from Pipedrive to Power BI?

No. Kondado removes the manual export. Pipedrive data arrives in Power BI automatically and refreshes on the schedule you set.

Which Pipedrive data appears in the report?

Deals, pipeline stages, activities, sales reps, organizations, and each deal's creation and close dates. That lets you build sales pipeline, revenue forecast, win/loss analysis, and per-rep tracking.

How often does the report refresh?

You set the refresh frequency to whatever schedule you prefer. Data is replicated on a scheduled basis, with no manual work.

How much does it cost?

The free trial lasts 14 days and requires no credit card. After that, Kondado plans start at US$ 19/mo.

Does it also work with Looker Studio?

Yes. Kondado brings Pipedrive data into both Power BI and Looker Studio, with the same code-free process.

Build Your Pipedrive Report in Power BI

Stop building Pipedrive reports by hand. With Kondado, your sales data arrives in Power BI ready and refreshed automatically. Start your free 14-day trial and build your first Pipedrive report in minutes.