Kondado makes it simple to visualize your Ploomes sales and CRM data in Metabase without any technical setup or coding knowledge. You can replicate information from deals, clients, and sales pipelines directly into your favorite visualization tool, enabling your team to track performance metrics and identify new opportunities through intuitive charts and interactive dashboards. Business users can access complex sales data without IT support.
Simply select Ploomes as your data source and Metabase as your destination to start analyzing your sales funnel, client relationships, and team productivity. The platform offers a streamlined setup process that gets your data flowing in minutes, not hours, so you can focus on making data-driven decisions rather than managing complex technical infrastructure or waiting for developer assistance.
Kondado connects Ploomes to Metabase through a direct connection that requires no intermediate databases or complex configuration, allowing business teams to access 36 data pipelines with 275 fields on a configurable schedule.
Each item below is automatically replicated by Kondado from Ploomes into Metabase — 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.
With Kondado, you can combine data from your Deals, Clients, and Sales pipelines to create comprehensive views of your business performance in Metabase. Track how prospects move through your Deal Stages while analyzing which Client Segments generate the most revenue, or monitor team productivity by connecting User data with Task completion rates across different departments.
These combined insights help sales managers identify bottlenecks in their funnels, understand client behavior patterns, and optimize quote-to-close cycles without writing a single line of code. Whether you are analyzing Proposal Approval Status trends or comparing performance across different Product Families, Metabase visualization capabilities turn your Ploomes raw data into actionable business intelligence that drives faster decision making.
Try out all the features for free for 14 days
How to create Ploomes dashboards in Metabase
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Ploomes as data source
Log into Kondado and select Ploomes from the available data sources menu, then authenticate your account to establish the initial connection. Choose from 36 available pipelines including Deals, Clients, and Sales data to determine which information will replicate to your destination.
2
Select Metabase destination
Choose Metabase as your target platform from the destination menu to establish the data flow connection. This links your Ploomes pipelines directly to Metabase, making your sales and CRM information available for immediate visualization and analysis.
3
Configure refresh and build dashboards
Set your preferred update frequency ranging from every 5 minutes to daily, then begin creating charts and reports in Metabase using your replicated data. Your dashboards will stay current automatically based on the schedule you configure, ensuring your team always sees the latest deal and client information.
Try out all the features for free for 14 days
Access Ploomes data in Metabase 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 Metabase automatically
How do I connect Ploomes to Metabase without complex infrastructure?▼
Kondado provides a direct connection that sends your Ploomes data straight to Metabase without requiring intermediate storage or manual API configuration. Simply authenticate your Ploomes account in Kondado, select Metabase as your destination, and choose which pipelines you want to replicate. The connection uses the "Via Kondado" method, eliminating the need for technical setup or database management.
What sales KPIs can I track when visualizing Ploomes data in Metabase?▼
You can monitor essential metrics including conversion rates between Deal Stages, average time to close, revenue by Client Segments, and proposal approval rates. Track team performance by analyzing Tasks completed per User or compare sales velocity across different Product Families. These metrics help identify which sales activities drive the most revenue and where prospects typically stall in your funnel.
How frequently does Ploomes data refresh in my Metabase dashboards?▼
You control the update frequency based on your business needs, choosing intervals from every 5 minutes to daily updates. This configurable schedule ensures your sales teams always work with current information without overwhelming your systems with unnecessary updates. Set more frequent refreshes during busy sales periods and reduce frequency for routine reporting.
Can I share Ploomes dashboards with team members through Metabase?▼
Yes, once you build dashboards in Metabase using your replicated Ploomes data, you can share them with colleagues through Metabase built-in sharing features. Team members can view these visualizations without needing access to your original Ploomes account, making it ideal for distributing insights to executives or marketing teams. You can also export charts or schedule automated delivery to stakeholders.
Do I need coding skills to replicate Ploomes data into Metabase?▼
No coding is required to establish the connection or maintain your data flows. Kondado offers a no-code interface where you select Ploomes from the data source menu and Metabase as your destination, then point and click to choose your pipelines. The entire setup process takes minutes and requires no technical expertise or SQL knowledge.
What custom dashboards can I build combining Deals and Clients data?▼
You can create comprehensive sales performance views that correlate Deal values with Client ratings or sources to identify your highest-quality lead channels. Build funnels that track how specific Client Segments progress through different Deal Stages, or analyze which client relationships generate the most repeat business. These custom combinations reveal patterns that help optimize your sales strategy and resource allocation.
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