Dashboards in minutes

Connect Ploomes to Grafana: Dashboards in Minutes

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No credit card required | 14 days | 10 million records | 30 pipelines

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Connect Ploomes to Grafana

Kondado makes it simple to visualize your Ploomes CRM data in Grafana without any technical setup or intermediate databases. You can replicate your sales pipelines, client information, and deal stages directly into Grafana to create dynamic visual reports that help your team track performance. Choose how often your data refreshes, from every 5 minutes to daily updates, ensuring your dashboards always reflect current business conditions. This direct integration helps sales managers, marketing teams, and operations staff make informed decisions based on up-to-date visualizations of their complex sales processes, quotes, and contract management workflows.

36
available pipelines
275
extractable fields
  • No code, no spreadsheets
  • Auto-refreshed data
  • 14-day free trial

Try out all the features for free for 14 days

Kondado connects Ploomes to Grafana via a direct integration that requires no coding, no database configuration, and no manual exports, allowing business teams to build visual reports on a configurable schedule.

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

Try out all the features for free for 14 days

Available data

Ploomes data available in Grafana

Each item below is automatically replicated by Kondado from Ploomes into Grafana — no schema setup, no manual mapping.

36
available pipelines
275
extractable fields
Auto-refresh

Available integrations

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.

Try out all the features for free for 14 days

With 36 available pipelines covering 275 fields, you can combine data from Deals, Clients, and Sales Stages to build comprehensive views of your sales funnel. Track how proposals move through different deal funnels while monitoring client ratings and sources to identify your most valuable opportunities. Grafana’s visualization capabilities transform your Ploomes data into clear charts that reveal bottlenecks in your sales process, highlight top-performing products, and show which client segments drive the most revenue. By visualizing Interaction Records alongside Task completion rates, managers can also assess team productivity and client engagement patterns to optimize their complex sales operations.

Try out all the features for free for 14 days

How to create Ploomes dashboards in Grafana

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Connect Ploomes as data source

Access Ploomes in Kondado and authenticate your CRM account to establish the connection without any coding or database setup.

2
Select Grafana destination

Choose Grafana as your visualization destination and pick which pipelines to replicate, such as Deals, Clients, or Sales Stages.

3
Build dashboards and set refresh

Create custom reports in Grafana using your replicated data and configure the update schedule to automatically refresh your visualizations every 5 minutes, hourly, or daily.

Access Ploomes data in Grafana and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

Visualize Ploomes data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Hundreds of data-driven companies trust Kondado
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Frequently Asked Questions (FAQ)

Answers about visualizing Ploomes data in Grafana automatically

How do I set up the Ploomes connection in Kondado?
Start by selecting Ploomes as your data source in the Kondado platform. You will authenticate your Ploomes account to establish the connection, then choose which pipelines you want to replicate, such as Deals, Clients, or Sales data. No database configuration or technical setup is required to begin transferring your CRM information.
What kind of dashboards can I build with Ploomes data in Grafana?
You can create custom dashboards that track your entire sales lifecycle, from initial client contact through closed deals. Combine the Deals pipeline with Sales Stages to visualize conversion rates, or mix Client data with Proposal information to analyze which customer segments generate the most quotes. These visual reports help you identify trends in your complex sales processes without manual spreadsheet work.
How often does my Ploomes data update in Grafana?
You control the refresh frequency based on your business needs, choosing intervals from every 5 minutes to daily updates. This configurable schedule ensures your Grafana dashboards display recent information from Ploomes without manual intervention. You can adjust the timing anytime to match your reporting cycles or sales meeting schedules.
Which KPIs should I track when visualizing Ploomes sales data?
Focus on metrics like deal conversion rates by funnel stage, average time spent in each Sales Stage, and win rates by Client Segment or Source. Tracking Proposal approval status alongside Product performance helps identify which offerings close fastest. These insights help sales managers optimize their process automation and focus on high-value opportunities.
Can I share my Grafana dashboards with my sales team?
Yes, once you build your visual reports in Grafana, you can share them with stakeholders across your organization. Your team members can view the latest Ploomes data without needing access to the CRM directly, making it easier to align sales, marketing, and operations around consistent metrics. You can also send data to Power BI or Looker Studio if colleagues prefer those tools.
Do I need technical skills to connect Ploomes to Grafana?
No coding or database knowledge is required to replicate your Ploomes data using Kondado. The platform handles the technical connection between your CRM and Grafana, allowing business users to set up the integration in minutes. You simply select your data points and configure how often you want updates to occur.
Can I combine Ploomes data with other sources in Grafana?
Yes, you can blend your CRM information with data from other platforms to create unified business views. For example, combine Ploomes sales figures with marketing data from Google Sheets or financial records from BigQuery. This cross-platform analysis helps you understand how different departments impact your sales outcomes.

Try out all the features for free for 14 days