Connect RDStation CRM to Microstrategy: Dashboards in Minutes

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RDStation CRM
Microstrategy

Visualize RDStation CRM Data in MicroStrategy

Kondado makes it simple to visualize your RDStation CRM data in MicroStrategy without any technical complexity or manual work. You connect your RDStation CRM account as a data source, select MicroStrategy as your destination, and choose the sales pipelines you want to replicate. There are no intermediate databases to configure and no coding required, so marketing and operations teams can start building dashboards right away.

Kondado connects RDStation CRM to MicroStrategy through a direct integration with nine pipelines and 189 fields, updating on a configurable schedule so your sales reports always reflect current activity.

Once your data is available in MicroStrategy, you can track deal progress, monitor team performance, and uncover trends across your entire sales process. Automated updates keep your dashboards current without manual exports, helping managers and business users make confident, data-driven decisions every day. You gain clear visibility into negotiations and customer interactions recorded in RDStation CRM.

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

By combining RDStation CRM with MicroStrategy, you turn raw sales information into actionable business intelligence for your entire team. The Deals pipeline lets you monitor revenue potential and conversion status across active opportunities, while the Contacts pipeline gives you a complete view of every prospect and their organization. Adding the Deals: Stage History pipeline allows you to analyze how opportunities move through your funnel over time, spot bottlenecks, and forecast more accurately. Together, these datasets in MicroStrategy help sales leaders understand team productivity, refine negotiation strategies, and prioritize the right opportunities to close more business.

Try out all the features for free for 14 days

RDStation CRM data available in Microstrategy

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 Microstrategy

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

1
Connect RDStation CRM to Kondado

Log in to Kondado and add RDStation CRM as a data source by entering your account credentials. Choose the pipelines you want to replicate, such as Deals, Contacts, and Tasks, to bring your sales information into the platform.

2
Select MicroStrategy destination

Choose MicroStrategy from the destination options to send your replicated data directly without any intermediate databases or complex configuration. You can also explore other destinations like Power BI, Looker Studio, or Google Sheets if your team uses multiple reporting tools.

3
Build dashboards and schedule refresh

Open MicroStrategy to create reports and dashboards using your fresh RDStation CRM data, then set your preferred update frequency in Kondado. Your dashboards stay current automatically, giving your team reliable visual data for daily decisions.

Access RDStation CRM data in Microstrategy 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 Microstrategy automatically

How do I set up RDStation CRM as a data source in Kondado?
Log in to Kondado and select RDStation CRM from the sources list, then authorize your account with your login details. You will see all available pipelines and can pick exactly what your team needs, from contact records to deal history. After saving, Kondado begins moving your selected data on the schedule you configure.
What dashboards can I build in MicroStrategy with RDStation CRM data?
You can build sales performance dashboards that track deal flow, conversion rates, and pipeline value over time. Many teams also create reports monitoring individual rep activity, task completion, and contact engagement. These visualizations help managers identify which opportunities need attention and where to focus coaching efforts.
How often does RDStation CRM data update in MicroStrategy?
You choose the update cadence that fits your business, with options ranging from every five minutes to daily. This keeps your dashboards current without requiring manual data refreshes or spreadsheet exports. Your team always works with the latest information to make timely decisions.
Which KPIs should I track when visualizing RDStation CRM data?
Focus on metrics like deal stage duration, win rate by rep, pipeline value, and overdue tasks to measure sales health. The Notes and Deals: Stage History data help you understand interaction quality and opportunity velocity. Tracking these indicators in MicroStrategy gives you a clear picture of team productivity and revenue trends.
Are there any pre-built report templates available for RDStation CRM?
Yes, Kondado offers ready-made dashboards including the RD Station CRM Looker Studio Report and the RD Station CRM Power BI Report. You can also send your data to Looker Studio, Power BI, Google Sheets, or BigQuery to use these templates. These reports give you immediate visibility into your sales performance while you customize additional MicroStrategy dashboards.
Can I share MicroStrategy dashboards with my sales team?
Yes, once your RDStation CRM data is in MicroStrategy, you can distribute reports to managers, reps, and executives across your organization. Shared dashboards keep everyone aligned on pipeline status, goals, and priorities without relying on spreadsheet updates. This improves collaboration and ensures all stakeholders see the same numbers.
Do I need technical skills to replicate RDStation CRM data to MicroStrategy?
The setup is designed for business users, so you can connect your account and select data through an intuitive interface. Simply pick your pipelines and define how often you want updates, all in just a few clicks. Your information arrives in MicroStrategy ready for building dashboards, letting you focus on analysis rather than setup.

Try out all the features for free for 14 days