RD Station CRM BI Integration: How It Works and How to Use Ready-Made Dashboards

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RD Station CRM BI Integration: How It Works and How to Use Ready-Made Dashboards

RD Station CRM BI Integration: How It Works and How to Use Ready-Made Dashboards

Connecting your RD Station CRM data to Business Intelligence (BI) tools allows you to transform sales and relationship information into strategic insights. With BI integration, you can visualize the entire sales funnel, track deals in real time, and make data-driven decisions — without needing technical knowledge.

What is BI Integration?

BI integration is the process of connecting your CRM, ERP, or other data sources to analysis tools like Power BI, Looker Studio, or BigQuery. This connection enables visual reports, automated dashboards, and deep analytics without manually exporting spreadsheets.

Benefits of BI Integration with RD Station CRM:

  • Real-time visualization: Track the sales funnel updated automatically
  • Ready-made dashboards: Use pre-configured templates to start quickly
  • Centralized data: All CRM data in one place
  • Agile decision-making: Visual insights for managers and salespeople

How RD Station CRM BI Integration Works

The integration connects RD Station CRM to a data platform like Kondado, which replicates information to destinations like BigQuery, Power BI, and Looker Studio.

Step by Step:

1. Create your Kondado account - Sign up for free and log in to get started

2. Connect RD Station CRM - Authorize the connection with your RD Station account

3. Choose the destination - BigQuery, Power BI, or Looker Studio

4. Configure tables - Select which data you want to replicate

5. Use ready-made dashboards - Start with pre-configured templates

Ready-Made Dashboards for RD Station CRM

Kondado offers ready-to-use dashboards, connected directly to your RD Station CRM data.

Sales Funnel Dashboard

Visualize all funnel stages:

  • Leads by stage
  • Conversion rate between stages
  • Average time in each phase
  • Total value in negotiation

Deals Dashboard

Track:

  • Open vs won vs lost deals
  • Loss reasons
  • Average ticket size
  • Performance by salesperson

Activities Dashboard

Monitor:

  • Completed tasks
  • Calls and emails sent
  • Interactions by contact
  • Team productivity

Power BI Integration

Power BI is one of the most popular BI tools on the market. With RD Station CRM + Power BI integration:
  • Native connection via PostgreSQL connector
  • Automatic data refresh
  • Interactive reports
  • Team sharing

How to Connect RD Station CRM to Power BI:

1. Configure data replication via Kondado

2. Download the ready-made Power BI template

3. Connect to the replicated database

4. Customize to your needs

Looker Studio Integration

Looker Studio (formerly Google Data Studio) is free and ideal for shared reports.
  • Native BigQuery connector
  • Link sharing
  • Automatic updates
  • Ideal for agencies and sales teams

How to Connect RD Station CRM to Looker Studio:

1. Replicate data to BigQuery via Kondado

2. Use the BigQuery connector in Looker Studio

3. Import the ready-made template

4. Customize and share

BigQuery Integration

BigQuery is Google's data warehouse, ideal for large volumes of data and advanced analytics.
  • SQL queries on millions of rows
  • Integration with Google tools
  • Automatic scalability
  • Foundation for ML and advanced analytics

Google Account for BigQuery

To use BigQuery, you need a Google Account with a Google Cloud project configured. Kondado replicates RD Station CRM data directly to your BigQuery project.

Available RD Station CRM Tables

Replicated data includes:

TableDescription
dealsDeals (opportunities)
contactsContacts and companies
activitiesActivities and tasks
deals_funnelFunnel stages
usersCRM users
custom_fieldsCustom fields

Frequently Asked Questions

Do I need technical knowledge?

No. Ready-made dashboards come configured and connected. You just need to customize to your needs.

Is data updated in real time?

Data is automatically updated according to the configured replication frequency, which can be minutes to hours.

Can I combine RD Station CRM data with other sources?

Yes. With BigQuery or Power BI, you can combine RD Station CRM data with ERP, e-commerce, ads, and other sources.

How much does the integration cost?

Kondado offers plans starting at R$ 99/month, with a free 14-day trial. Looker Studio is free, and Power BI has free and Pro versions.

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