How to visualize Ploomes data in Pentaho? Kondado offers a direct connection that enables business teams to replicate sales records, client information, and deal progress from Ploomes into Pentaho without complex setup or intermediate databases. You can access updated CRM data to build comprehensive visualizations that support strategic sales decisions and pipeline management across your organization. Simply authenticate your Ploomes account, select the specific data pipelines your team needs, and begin creating insightful reports within minutes. This approach requires no technical expertise, allowing marketing and operations teams to focus on analyzing results rather than managing complex data connections.
Kondado connects Ploomes to Pentaho using a Via Kondado connection with automated updates on a configurable schedule, allowing teams to visualize 36 data pipelines including Deals, Clients, and Sales without writing code or managing technical infrastructure.
Each item below is automatically replicated by Kondado from Ploomes into Pentaho — 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 with Pentaho unlocks powerful insights into your complex sales operations. By replicating data from the Deals, Clients, and Sales pipelines, you can create unified dashboards that track deal progression alongside client interaction history and revenue performance. Marketing and operations teams gain visibility into which client segments drive the most value, while sales leaders monitor proposal approval status and deal loss reasons to optimize their strategies. This connection transforms raw CRM data into actionable business intelligence that drives revenue growth.
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How to create Ploomes dashboards in Pentaho
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Ploomes as data source
Add Ploomes to your Kondado workspace by entering your account credentials and selecting the data pipelines you want to replicate, such as Deals or Client information.
2
Select Pentaho as destination
Choose Pentaho as your visualization destination and configure the connection settings to establish the data flow between platforms.
3
Build dashboards and schedule updates
Create your custom reports in Pentaho using the replicated Ploomes data, then set your preferred update frequency to keep insights current automatically.
Try out all the features for free for 14 days
Access Ploomes data in Pentaho 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 Pentaho automatically
How do I connect Ploomes to Pentaho using Kondado?▼
Start by adding Ploomes as a data source in your Kondado account and authenticate with your credentials. Then select Pentaho as your destination and choose which data pipelines to replicate, such as Deals or Sales data.
What Ploomes data can I visualize in Pentaho?▼
You can replicate 36 different data pipelines including Deals, Clients, Sales, Products, and Interaction Records. This allows you to build comprehensive reports showing deal funnels, client segmentation, and sales performance metrics.
How often does the Ploomes data update in Pentaho?▼
Kondado updates your data on a configurable schedule that you control, with options ranging from every 5 minutes to daily intervals. This ensures your Pentaho reports reflect recent sales activities and client changes without manual refreshing.
What sales KPIs should I track in Pentaho with Ploomes data?▼
Focus on metrics like deal conversion rates by stage, proposal approval status, deal loss reasons, and revenue by client segment. These insights help identify bottlenecks in your sales process and highlight your most valuable client relationships.
Are there pre-built dashboard templates for Ploomes and Pentaho?▼
While Kondado does not offer pre-built report templates for this specific combination, you can easily create custom dashboards in Pentaho using the replicated data. Build visualizations tailored to your specific sales processes and business requirements.
Can I share Ploomes dashboards with my team in Pentaho?▼
Yes, once you build your reports in Pentaho, you can share them with colleagues, stakeholders, or clients through Pentaho's native sharing features. This keeps everyone aligned on sales performance and client management metrics.
Can I send Ploomes data to other tools besides Pentaho?▼
Absolutely, Kondado allows you to replicate data to multiple destinations simultaneously. You can send your Ploomes data to Power BI, Google Sheets, or BigQuery while maintaining your Pentaho connection.
Do I need technical skills to set up the Ploomes to Pentaho connection?▼
No technical expertise is required to connect these platforms. Kondado's no-code interface guides you through authentication and pipeline selection, allowing business users to set up the replication in minutes without involving IT teams.
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