How do I connect Ploomes to Microstrategy using Kondado?

Start by adding Ploomes as a data source in your Kondado account using your Ploomes credentials. Then select Microstrategy as your destination and choose which pipelines you want to replicate, such as Deals, Clients, or Sales. The connection uses the "Via Kondado" method, eliminating the need for intermediate databases or manual API configuration.

What sales KPIs can I track in Microstrategy with Ploomes data?

You can monitor deal conversion rates by stage, average sales cycle length, proposal approval percentages, and team productivity metrics using the Deals, Deal Stages, and Proposals pipelines. Track client acquisition costs and lifetime value by combining Clients data with Sales records, or analyze which Product Groups generate the most revenue in your funnels.

How often does Ploomes data update in my Microstrategy reports?

Kondado updates your data on a configurable schedule that you control, ranging from every 5 minutes to daily intervals. You choose the frequency based on your business needs, ensuring your Microstrategy reports reflect current sales activity without manual refreshes or exports.

Can I share Ploomes dashboards with my sales team in Microstrategy?

Yes, once you build reports in Microstrategy using your replicated Ploomes data, you can distribute them to stakeholders across your organization. Your team accesses the same updated information simultaneously, ensuring everyone works with consistent metrics for pipeline reviews and forecasting meetings.

Do I need technical skills to replicate Ploomes data to Microstrategy?

No coding or technical expertise is required to set up the connection. Kondado handles the data replication automatically after you select your pipelines and configure the update schedule. Business users can manage the entire process through an intuitive interface designed for marketing and operations teams.

What types of sales analysis can I build with Ploomes data in Microstrategy?

Create funnel analysis showing deal progression through Deal Stages, win/loss reports using Deal Loss Reasons, and client segmentation views combining Clients with Client Types. You can also build activity dashboards from Tasks and Interaction Records to optimize follow-up strategies and resource allocation.

Can I send Ploomes data to other tools besides Microstrategy?

Yes, Kondado allows you to replicate your Ploomes data to multiple destinations simultaneously. You can send information to Power BI , Google Sheets , BigQuery , or PostgreSQL alongside Microstrategy, ensuring consistent data across all your business intelligence tools.

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Visualize Ploomes Data in Microstrategy

Want to turn your Ploomes sales data into actionable insights without technical complexity? Kondado connects your Ploomes CRM directly to Microstrategy, allowing you to replicate deal information, client records, and sales performance on a configurable schedule. Business teams can build comprehensive reports that track pipeline progression, monitor team productivity, and analyze conversion rates across different deal stages without writing a single line of code.

Kondado offers a direct integration between Ploomes and Microstrategy that requires no intermediate databases or complex setup, replicating your sales data automatically on schedules ranging from every 5 minutes to daily updates.

With 36 available pipelines covering deals, clients, proposals, and sales products, you get complete visibility into your complex sales operations. Marketing and operations teams can finally make data-driven decisions using familiar Microstrategy visualization tools, keeping everyone aligned on revenue goals and customer engagement metrics while eliminating manual data exports.

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

When you combine Ploomes deal data with Microstrategy visualization capabilities, you unlock powerful insights into your sales performance. Analyze your Deals pipeline alongside Deal Stages to identify bottlenecks in your sales funnel, or combine Clients data with Interaction Records to understand which touchpoints drive conversions. Sales managers can track proposal approval rates using the Proposals and Proposal Approval Status pipelines, while operations teams monitor task completion across departments.

By visualizing Sales Products data against Deal Funnels, you identify which offerings generate the most revenue at each stage. This combination helps SMBs and agencies optimize their complex sales processes, forecast accurately, and allocate resources to the highest-value opportunities without technical overhead.

Try out all the features for free for 14 days

Ploomes data available in Microstrategy

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

Get started for free

Get started for free

Get started for free

Connect Ploomes to Microstrategy: Dashboards in Minutes

Get started for free

Visualize Ploomes Data in Microstrategy

Ploomes data available in Microstrategy

Available integrations

How to create Ploomes dashboards in Microstrategy

Connect Ploomes as your data source

Choose Microstrategy as destination

Configure refresh and build reports

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

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