How do I connect my Ploomes account to Amazon Quicksight using Kondado?

Start by adding Ploomes as a new data source in your Kondado account and enter your API credentials when prompted. Once authenticated, select Amazon Quicksight as your destination and choose which pipelines like Deals, Clients, or Sales you want to replicate. Kondado handles the technical connection automatically, delivering your data directly to Quicksight without requiring database configuration or middleware setup.

What sales KPIs can I track in Amazon Quicksight with Ploomes data?

You can monitor conversion rates by comparing Deals against Deal Stages, track revenue per Client Segment, and analyze sales cycle duration using Sales and Sales Stages data. Visualize win rates alongside Deal Loss Reasons to identify improvement opportunities, or measure proposal success rates by connecting Proposals with Proposal Approval Status. These metrics help managers optimize their sales process and focus resources on the most profitable activities.

How often does my Ploomes data update in Amazon Quicksight?

You control the update frequency based on your business needs, choosing intervals from every 5 minutes for active sales floors to daily updates for periodic reporting. The configurable schedule ensures your dashboards reflect recent activities without manual refreshes, keeping your Amazon Quicksight reports synchronized with your current Ploomes CRM data. This automation eliminates the need to export spreadsheets or manually transfer information between systems.

Can I share Ploomes dashboards with my team in Amazon Quicksight?

Yes, Amazon Quicksight allows you to distribute your Ploomes visualizations to colleagues through shared dashboards and email reports that refresh automatically. Team members can view the latest sales metrics, client information, and deal progress without needing direct access to your Ploomes CRM account. This sharing capability keeps everyone aligned on business performance using the automated data replication from Kondado.

Do you offer pre-built report templates for Ploomes in Amazon Quicksight?

Currently there are no pre-built report templates available for this specific connection, allowing you to build custom dashboards tailored to your unique sales process and KPIs. You have full flexibility to design visualizations that match your agency or SMB requirements using any combination of the 36 available pipelines. Create exactly the reports your team needs by selecting relevant fields from Deals, Clients, Sales, and other data points specific to your business goals.

Which Ploomes data should I prioritize for my first dashboard?

Start with the Deals and Clients pipelines to create a foundational sales overview showing your current pipeline value and customer distribution. Add Sales Stages data to visualize conversion funnels, and include Client Sources to identify which channels drive your best opportunities. This combination provides immediate visibility into your sales performance and customer acquisition effectiveness without overwhelming complexity.

Can I combine Ploomes data with other sources in Amazon Quicksight?

Yes, you can blend your Ploomes CRM data with information from other platforms by replicating additional sources through Kondado into the same Amazon Quicksight environment. Combine sales data from Ploomes with marketing metrics from Google Sheets or financial data from BigQuery to create unified business views. This cross-platform analysis helps you understand the complete customer journey from lead generation through deal closure.

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Visualize Ploomes Data in Amazon Quicksight

You can visualize your Ploomes CRM data in Amazon Quicksight by connecting your account through Kondado. The platform offers a direct integration that replicates your sales, client, and deal information into Quicksight without requiring technical setup or intermediate databases. Simply select Ploomes as your data source, choose Amazon Quicksight as the destination, and configure which pipelines you want to visualize for your business analysis.

Kondado connects Ploomes directly to Amazon Quicksight, allowing business teams to transform complex sales data into interactive dashboards that update automatically on a configurable schedule ranging from every 5 minutes to daily intervals.

This connection enables marketing and operations teams to monitor sales funnels, track client acquisition sources, and analyze deal progression without manual data exports or technical assistance. By automating the data replication process, you eliminate spreadsheet work and ensure your Amazon Quicksight reports always reflect the current state of your Ploomes CRM. Teams can quickly identify trends in client ratings, measure proposal approval rates, and optimize their sales strategy using visual data that updates based on your chosen frequency.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

With Amazon Quicksight, you can combine data from your Deals, Clients, and Sales pipelines to create comprehensive views of your business performance. Track how deals move through different stages by visualizing Deal Stages alongside Sales Stages data, or analyze which Client Sources and Client Segments generate the most revenue for your agency. This combination helps you identify your most profitable customer relationships and understand conversion patterns by examining Deal Loss Reasons alongside your sales metrics. Operations teams can monitor Task completion rates against sales activities, while managers track User performance across different Departments to optimize resource allocation and improve overall sales efficiency.

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Ploomes data available in Amazon Quicksight

available pipelines

275

extractable fields

Available integrations

Integration	Description
Positions	Table contains information about positions, including id, name, and associated user profile.
Cities	Table presents data about cities, including id, name, and associated state.
Cities: states	Table provides information about states related to cities, including id and state name.
Cities: countries	Table contains data about countries associated with cities, including id and country name.
Clients (companies and individuals)	Table presents information about clients, including id, name, email, and status.
Clients: ratings	Table provides data about client ratings, including id and rating name.
Clients: sources	Table contains information about client sources, including id and source name.
Clients: relationships	Table presents data about relationships between clients, including id and relationship type.
Clients: segments	Table provides information about client segments, including id and segment name.
Clients: status	Table contains data about client status, including id and status description.
Client Types	Includes fields such as id and name, allowing categorization of clients into different types for better management.
Departments	Contains fields such as id and name, facilitating the organization and structuring of departments within the company.
Documents	Presents fields such as id and filename, allowing management of documents associated with clients and sales.
Currencies	Includes fields such as id and currency, essential for financial management and conversion of values in different currencies.
Deals	Has fields such as id, ordernumber, and amount, allowing tracking and analysis of completed sales.
Deal Stages	Includes fields such as id, name, and ordination, which help define the progression of deals through different stages.
Deal Funnels	Presents fields that allow visualization and management of different sales funnels and their stages.
Deal Loss Reasons	Includes fields such as id and name, helping to identify and analyze the reasons why deals were not closed.
Deal Status	Presents fields that indicate the current status of deals, allowing better tracking of progress.
Products	Contains fields such as id and name, essential for managing and categorizing the products offered.
Product Groups	Includes fields such as id, name, and description, allowing for the categorization of products into specific groups for better organization and analysis.
Product Families	Contains fields such as id, name, and group_id, facilitating the organization of products into related families for more efficient management.
Proposals	Presents fields such as id, filename, and approval status, allowing for the management and tracking of proposals sent to clients.
Proposal Products	Includes fields such as proposal_id, product_id, and quantity, detailing the products included in each proposal for accurate tracking.
Proposal Approval Status	Contains fields such as id and name, allowing for the categorization of different approval statuses for submitted proposals.
Interaction Records	Includes fields such as id, type, and date, recording interactions made with clients for relationship analysis.
Tasks	Presents fields such as id, name, and status, allowing for effective management of tasks assigned to users within the platform.
Task Recurrence Intervals	Contains fields such as id and frequency, defining the periodicity of tasks for better work organization.
Task Types	Includes fields such as id and name, categorizing tasks into different types for easier management.
Email Reminder Types	Presents fields such as id and description, allowing the configuration of different types of email reminders for users.
Users	Table contains information about users, including fields such as id, name, and email, as well as role id and profile id.
User Suspension Reasons	Table lists the reasons for user suspension, with fields such as id and name, along with comments on the suspension.
User Profiles	Table presents user profiles, including fields such as id, name, and avatar url, along with phone and user language.
Sales	Table contains data on sales, including fields such as id, order number, date, customer id, and total sale amount.
Sales Stages	Table lists sales stages, with fields such as id, name, icon, and ordination of stages within a funnel.
Sales Products	Table contains information on sold products, including fields such as order id, product id, and quantity, along with unit price and discount.

Positions

Table contains information about positions, including id, name, and associated user profile.

Cities

Table presents data about cities, including id, name, and associated state.

Cities: states

Table provides information about states related to cities, including id and state name.

Cities: countries

Table contains data about countries associated with cities, including id and country name.

Clients (companies and individuals)

Table presents information about clients, including id, name, email, and status.

Clients: ratings

Table provides data about client ratings, including id and rating name.

Clients: sources

Table contains information about client sources, including id and source name.

Clients: relationships

Table presents data about relationships between clients, including id and relationship type.

Clients: segments

Table provides information about client segments, including id and segment name.

Clients: status

Table contains data about client status, including id and status description.

Client Types

Includes fields such as id and name, allowing categorization of clients into different types for better management.

Departments

Contains fields such as id and name, facilitating the organization and structuring of departments within the company.

Documents

Presents fields such as id and filename, allowing management of documents associated with clients and sales.

Currencies

Includes fields such as id and currency, essential for financial management and conversion of values in different currencies.

Deals

Has fields such as id, ordernumber, and amount, allowing tracking and analysis of completed sales.

Deal Stages

Includes fields such as id, name, and ordination, which help define the progression of deals through different stages.

Deal Funnels

Presents fields that allow visualization and management of different sales funnels and their stages.

Deal Loss Reasons

Includes fields such as id and name, helping to identify and analyze the reasons why deals were not closed.

Deal Status

Presents fields that indicate the current status of deals, allowing better tracking of progress.

Products

Contains fields such as id and name, essential for managing and categorizing the products offered.

Product Groups

Includes fields such as id, name, and description, allowing for the categorization of products into specific groups for better organization and analysis.

Product Families

Contains fields such as id, name, and group_id, facilitating the organization of products into related families for more efficient management.

Proposals

Presents fields such as id, filename, and approval status, allowing for the management and tracking of proposals sent to clients.

Proposal Products

Includes fields such as proposal_id, product_id, and quantity, detailing the products included in each proposal for accurate tracking.

Proposal Approval Status

Contains fields such as id and name, allowing for the categorization of different approval statuses for submitted proposals.

Interaction Records

Includes fields such as id, type, and date, recording interactions made with clients for relationship analysis.

Tasks

Presents fields such as id, name, and status, allowing for effective management of tasks assigned to users within the platform.

Task Recurrence Intervals

Contains fields such as id and frequency, defining the periodicity of tasks for better work organization.

Task Types

Includes fields such as id and name, categorizing tasks into different types for easier management.

Email Reminder Types

Presents fields such as id and description, allowing the configuration of different types of email reminders for users.

Users

Table contains information about users, including fields such as id, name, and email, as well as role id and profile id.

User Suspension Reasons

Table lists the reasons for user suspension, with fields such as id and name, along with comments on the suspension.

User Profiles

Table presents user profiles, including fields such as id, name, and avatar url, along with phone and user language.

Sales

Table contains data on sales, including fields such as id, order number, date, customer id, and total sale amount.

Sales Stages

Table lists sales stages, with fields such as id, name, icon, and ordination of stages within a funnel.

Sales Products

Table contains information on sold products, including fields such as order id, product id, and quantity, along with unit price and discount.

See all available data →

Try out all the features for free for 14 days

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Get started for free

Get started for free

Connect Ploomes to Amazon Quicksight: Dashboards in Minutes

Get started for free

Visualize Ploomes Data in Amazon Quicksight

Ploomes data available in Amazon Quicksight

Available integrations

How to create Ploomes dashboards in Amazon Quicksight

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