Connect RDStation CRM to IBM Cognos Analytics: Dashboards in Minutes

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RDStation CRM
IBM Cognos Analytics

Visualize RDStation CRM Data in IBM Cognos Analytics

Connect your Brazilian sales management platform to advanced analytics without technical complexity. Kondado enables you to replicate RDStation CRM data directly into IBM Cognos Analytics, transforming your deal tracking, contact management, and sales activities into actionable visual insights. You can configure automated updates on your preferred schedule, whether every 15 minutes or daily, ensuring your marketing and sales teams always see current performance metrics and can make informed decisions quickly.

Kondado provides a direct integration between RDStation CRM and IBM Cognos Analytics through a “Via Kondado” connection, requiring no intermediate databases or coding skills to start visualizing your sales pipeline, deal stages, and contact interactions.

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

With your RDStation CRM information flowing into IBM Cognos Analytics, you can build comprehensive views of your sales performance using pipelines like Deals and Contacts. Analyze your Deals: Stage History to understand conversion bottlenecks and identify which negotiation phases need attention, or explore Custom Fields to segment your Brazilian market data according to your specific business categories. This combination empowers agencies and SMBs to track WhatsApp negotiation outcomes, monitor team productivity through Tasks and Users data, and create automated reports that keep stakeholders aligned on revenue goals without manual data exports.

Try out all the features for free for 14 days

RDStation CRM data available in IBM Cognos Analytics

9
available pipelines
189
extractable fields

Available integrations

Integration Description
Notes Activity records with fields like id, user_id, and date, enabling tracking of interactions and observations related to deals.
Custom Fields Definitions of custom fields with fields like id, label, and type, allowing customization of contact and deal data.
Contacts Contact data with fields like id, name, and organization_id, providing essential information about each contact and their associations.
Companies Information about companies with fields like id and name, allowing identification and management of organizations associated with contacts.
Deals Deal data with fields like id, value, and status, allowing tracking of the progress and status of each deal.
Deals: Stage History History of deal stages with fields like deal_id and date, allowing analysis of the evolution of opportunities over time.
Products Product information with specific fields, allowing management and tracking of items offered in deals.
Tasks Task records with fields like id and due_date, facilitating the organization and tracking of activities related to contacts and deals.
Users User data with fields like id, name, and created_at, allowing management of permissions and information of platform users.
Notes
Activity records with fields like id, user_id, and date, enabling tracking of interactions and observations related to deals.
Custom Fields
Definitions of custom fields with fields like id, label, and type, allowing customization of contact and deal data.
Contacts
Contact data with fields like id, name, and organization_id, providing essential information about each contact and their associations.
Companies
Information about companies with fields like id and name, allowing identification and management of organizations associated with contacts.
Deals
Deal data with fields like id, value, and status, allowing tracking of the progress and status of each deal.
Deals: Stage History
History of deal stages with fields like deal_id and date, allowing analysis of the evolution of opportunities over time.
Products
Product information with specific fields, allowing management and tracking of items offered in deals.
Tasks
Task records with fields like id and due_date, facilitating the organization and tracking of activities related to contacts and deals.
Users
User data with fields like id, name, and created_at, allowing management of permissions and information of platform users.

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in IBM Cognos Analytics

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

1
Connect RDStation CRM data source

Add RDStation CRM to your Kondado account by entering your authentication details and selecting the pipelines you want to replicate, such as Deals, Contacts, or Stage History.

2
Choose IBM Cognos Analytics destination

Select IBM Cognos Analytics as your target platform and configure the connection settings to establish the data flow without intermediate databases or complex setup procedures.

3
Configure dashboards and refresh schedule

Build your sales reports in IBM Cognos Analytics using the replicated data, then set your preferred update frequency to keep visualizations current with automated refreshes every 5 minutes, hourly, or daily.

Access RDStation CRM 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!

Visualize RDStation CRM data in other BI tools

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

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in IBM Cognos Analytics automatically

How do I set up the RDStation CRM connection to send data to IBM Cognos Analytics?
You start by adding RDStation CRM as a data source in your Kondado account, then authenticate with your RDStation credentials. Once connected, you select which pipelines to activate, such as Deals, Contacts, or Notes, and choose IBM Cognos Analytics as your destination to begin replicating data on your chosen schedule.
What types of dashboards can I build with RDStation CRM data in IBM Cognos Analytics?
You can create sales funnel visualizations showing deal progression, team performance dashboards tracking Tasks and Users activity, and contact segmentation reports using Custom Fields. Many businesses also build win-rate analyses by combining Deals data with Stage History to identify which negotiation phases convert best.
How often does the data update in IBM Cognos Analytics from RDStation CRM?
Kondado lets you configure automated updates on a schedule that fits your business needs, ranging from every 5 minutes to daily intervals. This ensures your Cognos reports reflect recent sales activities, new WhatsApp interactions, and updated deal values without requiring manual refreshes.
Are there pre-built dashboard templates available for RDStation CRM?
Yes, Kondado offers ready-made reports including the RD Station CRM Looker Studio Report and RD Station CRM Power BI Report. You can also send your data to Looker Studio or Power BI if you prefer those visualization tools over IBM Cognos Analytics.
What specific KPIs should I track when visualizing RDStation CRM in IBM Cognos Analytics?
Focus on metrics like average deal size from the Deals pipeline, conversion rates using Deals: Stage History, and sales velocity calculated from deal creation dates to closed dates. You can also monitor team productivity by analyzing Tasks completion rates and Users activity levels across your Brazilian sales operations.
Can I share my IBM Cognos Analytics dashboards with my marketing team?
Absolutely, once your RDStation CRM data is visualized in IBM Cognos Analytics, you can distribute reports to marketing teams, agency clients, or operations managers. This keeps everyone aligned on pipeline health, contact engagement, and revenue forecasts without requiring direct CRM access for every viewer.
Do I need technical skills to connect RDStation CRM with IBM Cognos Analytics?
No coding or database management is required to establish this connection. Kondado handles the data replication process through a direct integration, allowing business users to focus on analyzing their sales data rather than managing technical infrastructure.
Can I use RDStation CRM data in other tools besides IBM Cognos Analytics?
Yes, Kondado supports multiple destinations, so you can simultaneously send your sales data to Google Sheets for quick lookups, BigQuery for advanced analysis, or PostgreSQL for storage alongside your IBM Cognos Analytics dashboards.

Try out all the features for free for 14 days