Connect RDStation CRM to Pentaho: Dashboards in Minutes

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Visualize RDStation CRM Data in Pentaho

Kondado makes it simple to bring your RDStation CRM information into Pentaho for clear, visual analysis. With our direct integration, you connect your sales data and start building insightful reports in minutes, no technical expertise required. Choose from nine ready-to-use pipelines and configure how often your data refreshes to match your business rhythm, from every few minutes to daily updates.

Kondado connects RDStation CRM to Pentaho through a direct integration with nine pipelines covering 189 fields, enabling automated data refresh on a configurable schedule for up-to-date sales reporting.

By replicating your RDStation CRM data directly into Pentaho, you eliminate the need for intermediate databases or complex setup. Marketing and operations teams can track deal progress, monitor team performance, and identify sales opportunities through intuitive visualizations that update automatically. Whether you need frequent updates for fast-moving deals or scheduled summaries for executive reviews, Kondado keeps your Pentaho reports aligned with your actual sales activity without any coding.

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With your Deals and Deals: Stage History pipelines available in Pentaho, you can build dynamic views that show exactly where opportunities stand and how they move through your sales funnel over time. Combine this with Contacts and Companies data to understand which organizations drive the most revenue and which relationships need attention from your team.

Sales and operations leaders gain immediate clarity by visualizing Tasks alongside deal progress, making it easy to spot overdue activities and prioritize follow-ups that close more business. Instead of switching between screens, your entire team sees one unified picture of the customer journey, from first WhatsApp message to signed contract, right inside Pentaho.

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RDStation CRM data available in Pentaho

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.

See all available data →

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in Pentaho automatically

How do I connect RDStation CRM to Pentaho without coding? ▼

In Kondado, add RDStation CRM as a new data source and enter your account credentials to establish the link. Once authenticated, select Pentaho as your destination, choose the pipelines you need, and define your update schedule. The connection runs through Kondado directly, so you do not need to manage any intermediate database or write scripts.

What Pentaho dashboards work best for RDStation CRM sales tracking? ▼

Sales managers often build funnel progression views using the Deals and Deals: Stage History pipelines to see exactly how opportunities advance through each phase. You can also layer in Contacts and Companies data to segment performance by customer type, or create task priority views to ensure no follow-up slips through the cracks.

How frequently can I schedule RDStation CRM data updates in Pentaho? ▼

Kondado offers flexible timing that ranges from every five minutes to daily updates, letting you match refresh speed to your sales cycle. Fast-moving teams can check recent activity multiple times per hour, while leadership may prefer consolidated daily summaries for strategic reviews.

Which sales KPIs should I track when visualizing RDStation CRM in Pentaho? ▼

Focus on pipeline velocity, win rate by stage, average deal size, and overdue tasks to understand team productivity and forecast accuracy. Comparing stage history trends alongside current deal status helps you identify where opportunities typically slow down and where managers should intervene.

Are there ready-made report templates for RDStation CRM and Pentaho? ▼

Yes, ready-made dashboards are available. You can use the RD Station CRM Looker Studio Report or the RD Station CRM Power BI Report to get started quickly. If you prefer Pentaho, you can replicate the same data and build equivalent views using your familiar tool.

Can I share Pentaho sales dashboards with my team using Kondado? ▼

Absolutely. Once your data is in Pentaho, you can distribute reports to managers and representatives so everyone works from the same numbers. This keeps weekly reviews and strategy meetings focused on actual performance rather than conflicting spreadsheet versions.

Is it possible to combine RDStation CRM Tasks and Deals data in one Pentaho view? ▼

Yes, since Kondado replicates multiple pipelines into Pentaho, you can join Tasks with Deals, Contacts, and Companies to create unified dashboards. This gives you a complete picture of sales activity and follow-up priorities without switching between platforms.

Try out all the features for free for 14 days

Get started for free

Get started for free

Get started for free

Connect RDStation CRM to Pentaho: Dashboards in Minutes

Get started for free

Visualize RDStation CRM Data in Pentaho

RDStation CRM data available in Pentaho

Available integrations

How to create RDStation CRM dashboards in Pentaho

Connect RDStation CRM to Kondado

Choose Pentaho as your destination

Set refresh schedule and build

Access RDStation CRM data in Pentaho and combine it with dozens of other data sources

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