Connect NectarCRM to Power BI: Dashboards in Minutes
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Visualize NectarCRM Data in Power BI
Connect your NectarCRM account to Power BI using Kondado to turn your sales and customer data into clear visual reports that drive better business decisions every day. You can replicate data from appointments, contacts, opportunities, and sales funnels directly into Power BI without technical setup, coding knowledge, or complex configurations that slow down your team. Simply select which information matters most to your sales and marketing teams, set your preferred update frequency from every 5 minutes to daily based on your business rhythm, and start building interactive dashboards that reveal real sales performance trends and customer engagement patterns across your entire pipeline.
Kondado connects NectarCRM to Power BI through 9 available data pipelines covering 409 fields including appointments, contacts, opportunities, and tasks, with automated updates on a configurable schedule to keep your sales reports current and accurate.
Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required
With NectarCRM data flowing into Power BI, you can combine information from your Opportunities and Pipelines pipelines to visualize your complete sales funnel from first contact to closed deal. Track how proposals move through different stages using the Opportunities: Proposals pipeline alongside appointment data to identify which activities actually drive conversions. Marketing teams can analyze the Contacts and Qualifications pipelines to measure lead quality and campaign effectiveness, while operations managers monitor Tasks to ensure follow-ups happen on time. This combination helps you spot bottlenecks in your sales process, understand customer engagement patterns, and make confident decisions about resource allocation without waiting for manual reports.
Try out all the features for free for 14 days
NectarCRM data available in Power BI
Available integrations
| Integration | Description |
|---|---|
| Appointments | Scheduled appointments with fields such as id, subject, and creation date, along with client information like name and email. |
| Contacts | Registered contacts with data such as id, active status, and communication information including email and phone. |
| Opportunities | Sales opportunities with fields such as id, total discount value, and status, along with information about the sales funnel. |
| Opportunities: Products | Products associated with opportunities, including opportunity id, quantity of products, and opportunity temperature. |
| Opportunities: Proposals | Proposals linked to opportunities, with fields such as id, feedback, and feedback date, along with author information. |
| Pipelines (Sales Funnels) | Sales funnels with information about stages and status of opportunities, allowing visualization of sales progress. |
| Products | Available products with fields such as id, name, and description, along with information about prices and categories. |
| Qualifications | Qualifications of contacts and opportunities, including fields such as id, status, and notes on performance. |
| Tasks | Assigned tasks with fields such as id, description, and status, along with information about responsible parties and deadlines. |
Try out all the features for free for 14 days
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