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:
| Table | Description |
|---|---|
| deals | Deals (opportunities) |
| contacts | Contacts and companies |
| activities | Activities and tasks |
| deals_funnel | Funnel stages |
| users | CRM users |
| custom_fields | Custom 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.
---
Get Started Now
Free 14-day trial and connect your RD Station CRM to Power BI, Looker Studio, or BigQuery in minutes.
Start Free TrialIntegrate RD Station CRM with BI Tools Using Kondado
Follow these steps to connect RD Station CRM to Power BI, Looker Studio, or BigQuery and start using ready-made dashboards for sales analytics.
Create your Kondado account
Sign up for free at Kondado's signup page and log in to access the platform's data integration features.
Connect RD Station CRM as your source
Authorize the connection between Kondado and your RD Station CRM account to begin replicating your sales and relationship data.
Choose your BI destination
Select where you want your data delivered — options include BigQuery, Power BI, or Looker Studio depending on your analytics needs.
Configure tables to replicate
Select which RD Station CRM tables you need (deals, contacts, activities, deals_funnel, users, custom_fields) for your dashboards.
Replicate data to BigQuery for Looker Studio
If using Looker Studio, replicate data to BigQuery first, then use the native BigQuery connector to import ready-made templates and customize them.
Download and connect Power BI template
For Power BI, download the ready-made template, connect it to your replicated PostgreSQL database, and customize the interactive reports to your needs.
