Kondado creates a direct connection between your Ploomes CRM and IBM Cognos Analytics without requiring technical setup or intermediate databases. You simply select Ploomes as your data source, choose IBM Cognos Analytics as your destination, and configure which sales data you want to replicate. Your deals, client information, and sales stages automatically flow into Cognos on a configurable schedule, ready for visualization and analysis by business teams.
Kondado connects Ploomes to IBM Cognos Analytics using a direct integration that replicates your CRM data on a configurable schedule, enabling business teams to build automated sales reports without writing code or managing databases.
Once connected, you can track deal progression, analyze client segments, and monitor sales team performance directly within IBM Cognos Analytics. The automated data refresh keeps your reports updated with current opportunities and closed deals, helping managers make informed decisions about resource allocation and sales strategy without manual data exports.
Each item below is automatically replicated by Kondado from Ploomes into IBM Cognos Analytics — 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.
Combining Ploomes sales data with IBM Cognos Analytics visualization capabilities gives managers clear visibility into complex deal cycles and client relationships. By analyzing the Deals pipeline alongside Client Types and Sales Stages data, you can identify which customer segments convert fastest and where prospects typically stall in your funnel. These insights help sales teams prioritize high-value opportunities, adjust their approach for different client segments, and optimize follow-up strategies based on actual performance patterns rather than intuition, ultimately shortening sales cycles and increasing revenue predictability.
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How to create Ploomes dashboards in IBM Cognos Analytics
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connecting Ploomes as a data source on Kondado
Log into Kondado and add Ploomes as a new data source by entering your CRM credentials and authorizing access. Select the specific pipelines you want to replicate, such as Deals, Clients, or Sales Stages, to define which sales data will flow to your reports.
2
Selecting IBM Cognos Analytics as destination
Choose IBM Cognos Analytics from the available destinations to establish where your Ploomes data will be visualized. Configure the connection settings to ensure your sales information flows directly into Cognos without intermediate storage or complex technical setup.
3
Building dashboards and configuring data refresh
Once data appears in IBM Cognos Analytics, create custom reports using your replicated pipelines and set your preferred update frequency from 5 minutes to daily. Your dashboards will automatically refresh with new Ploomes data, keeping your sales analytics current for decision-making.
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Access Ploomes data in IBM Cognos Analytics 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!
Answers about visualizing Ploomes data in IBM Cognos Analytics automatically
How do I connect my Ploomes account to IBM Cognos Analytics using Kondado?▼
Start by adding Ploomes as a data source in your Kondado account using your CRM credentials. Then select IBM Cognos Analytics as the destination and choose which pipelines like Deals, Clients, or Sales Products you want to replicate. The connection uses a direct integration that begins transferring data immediately without requiring database configuration or technical setup.
What types of sales dashboards can I build with Ploomes data in Cognos?▼
You can create custom dashboards showing deal conversion rates by stage, sales velocity across different client segments, and team performance metrics. Combine data from the Deal Funnels pipeline with Interaction Records to visualize how touchpoints influence closure rates. These reports help managers identify bottlenecks and optimize their sales process for complex B2B cycles.
How often does Ploomes data update in IBM Cognos Analytics?▼
You control the refresh schedule based on your business needs, with options ranging from every 5 minutes to daily updates. This configurable schedule ensures your Cognos reports reflect recent deal changes and client interactions without manual exports. The automated refresh runs in the background, keeping your sales analytics current while your team focuses on selling.
Which sales KPIs should I track when visualizing Ploomes data?▼
Focus on metrics like average deal size by Product Groups, conversion rates between Deal Stages, and win rates by Client Types or sources. Tracking Proposal Approval Status alongside Sales Products quantities helps you forecast revenue more accurately. These specific KPIs reveal which products and client segments drive your most profitable sales.
Can I share Ploomes reports with my sales team in IBM Cognos Analytics?▼
Yes, once your data flows into IBM Cognos Analytics, you can distribute reports to stakeholders through the platform's native sharing features. Team members can view filtered dashboards showing their specific Deals, Tasks, or Client relationships without accessing the raw CRM data. This keeps everyone aligned on sales targets and performance while maintaining appropriate data visibility.
Do I need technical skills to replicate Ploomes data to Cognos?▼
No coding or database knowledge is required to set up the connection between Ploomes and IBM Cognos Analytics. The interface guides you through selecting pipelines and configuring update frequencies using simple point-and-click actions. Business users can manage the entire process independently, from initial setup to ongoing report maintenance.
What Ploomes data is available for analysis in IBM Cognos Analytics?▼
Kondado makes 36 pipelines available including Deals, Clients, Sales, Products, and Interaction Records with 275 total fields. You can analyze relationships between Users and their assigned Tasks, track Proposals through approval workflows, and examine Deal Loss Reasons to improve your sales strategy. This comprehensive data set supports detailed analysis of your entire sales operation from prospecting to closure.
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