Dashboards in minutes

Connect NectarCRM to Power BI: Dashboards in Minutes

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No credit card required | 14 days | 10 million records | 30 pipelines

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Connect NectarCRM to 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.

9
available pipelines
409
extractable fields
  • ✓No code, no spreadsheets
  • ✓Auto-refreshed data
  • ✓14-day free trial
Connect NectarCRM now →

Try out all the features for free for 14 days

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

Try out all the features for free for 14 days

Available data

NectarCRM data available in Power BI

Each item below is automatically replicated by Kondado from NectarCRM into Power BI — no schema setup, no manual mapping.

9
available pipelines
409
extractable fields
∞
Auto-refresh

Available integrations

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.
Full docs on the wiki → Start free trial →

Try out all the features for free for 14 days

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

How to create NectarCRM dashboards in Power BI

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

1
Connect NectarCRM to Kondado

Add NectarCRM as a data source by entering your CRM credentials, then select which pipelines like Opportunities or Contacts you want to replicate into your analytics environment.

2
Select Power BI destination

Choose Power BI as your destination to receive the NectarCRM data, configuring the connection to send your selected sales and customer information directly to your Microsoft workspace.

3
Configure refresh and build dashboards

Set your preferred update schedule from 5 minutes to daily to keep data current, then start building visual reports in Power BI that combine appointments, opportunities, and pipeline stages for complete sales insights.

Access NectarCRM data in Power BI 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!

55pbx
55pbx
ActiveCampaign
ActiveCampaign
Google Ads
Google Ads
Amazon S3
Amazon S3
api4com
api4com
Apple App Store
Apple App Store
ASAAS
ASAAS
AWS CloudWatch Metrics
AWS CloudWatch Metrics
Azure Table Storage
Azure Table Storage
BigQuery
BigQuery
Bing
Bing
Bitrix24 CRM
Bitrix24 CRM
Bling!
Bling!
Blip (take)
Blip (take)
ClickUp
ClickUp
Clockify
Clockify
ContaAzul
ContaAzul
Criteo
Criteo
E-goi
E-goi
EADBOX
EADBOX
Exact Sales
Exact Sales
Facebook Ads
Facebook Ads
Facebook
Facebook
Fatura Simples
Fatura Simples
Freshdesk
Freshdesk
FTP
FTP
Google Analytics GA4
Google Analytics GA4
Google Cloud Storage
Google Cloud Storage
Google Play Store
Google Play Store
Google Search Console
Google Search Console
Google Sheets
Google Sheets
Granatum
Granatum
Hi Platform
Hi Platform
Hotmart
Hotmart
Hubspot
Hubspot
Huggy
Huggy
InfluxDB v1
InfluxDB v1
Infusionsoft (Keap)
Infusionsoft (Keap)
Instagram Ads
Instagram Ads
Instagram
Instagram
Jira
Jira
Linkedin
Linkedin
Loja Integrada
Loja Integrada
MailChimp
MailChimp
Mandrill
Mandrill
Mautic
Mautic
Meetime
Meetime
Mercado Libre
Mercado Libre
Meta Ads
Meta Ads
Microsoft Ads
Microsoft Ads
Microsoft Advertising
Microsoft Advertising
Mixpanel
Mixpanel
monday.com
monday.com
MongoDB
MongoDB
Movidesk
Movidesk
MySQL (& MariaDB)
MySQL (& MariaDB)
NectarCRM
NectarCRM
Notion
Notion
Nuvemshop (Tiendanube)
Nuvemshop (Tiendanube)
Olist Tiny
Olist Tiny
Omie
Omie
Oracle
Oracle
Pagar.me
Pagar.me
Pinterest Ads
Pinterest Ads
Pipedrive
Pipedrive
Pipefy
Pipefy
PipeRun
PipeRun
Ploomes
Ploomes
PostgreSQL
PostgreSQL
Pushwoosh
Pushwoosh
RDStation CRM
RDStation CRM
RDStation
RDStation
Recruiterbox
Recruiterbox
Salesforce Marketing Cloud (Exact Target)
Salesforce Marketing Cloud (Exact Target)
Salesforce
Salesforce
SenseData
SenseData
Shopify
Shopify
SQLServer
SQLServer
Stilingue
Stilingue
Superlogica
Superlogica
Sympla
Sympla
Taboola
Taboola
Tangerino
Tangerino
TikTok Ads
TikTok Ads
TikTok Organic
TikTok Organic
Tiny ERP
Tiny ERP
Toggl
Toggl
Tray
Tray
Trello
Trello
Twilio
Twilio
VNDA
VNDA
VTEX
VTEX
Wake Commerce
Wake Commerce
Webhook
Webhook
Wootric
Wootric
WordPress
WordPress
X Ads
X Ads
YouTube
YouTube
Zeeng
Zeeng
Zendesk Chat (Zopim)
Zendesk Chat (Zopim)
Zendesk
Zendesk

Visualize NectarCRM data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Airtable
NectarCRM > Airtable
Alteryx
NectarCRM > Alteryx
Amazon Quicksight
NectarCRM > Amazon Quicksight
BIMachine
NectarCRM > BIMachine
Cortex
NectarCRM > Cortex
Data Studio
NectarCRM > Data Studio
Geckoboard
NectarCRM > Geckoboard
Grafana
NectarCRM > Grafana
IBM Cognos Analytics
NectarCRM > IBM Cognos Analytics
Klipfolio
NectarCRM > Klipfolio
Looker Studio
NectarCRM > Looker Studio
Looker
NectarCRM > Looker
Looqbox
NectarCRM > Looqbox
Metabase
NectarCRM > Metabase
Microstrategy
NectarCRM > Microstrategy
Pentaho
NectarCRM > Pentaho
Power BI
NectarCRM > Power BI
Qlik Cloud Analytics
NectarCRM > Qlik Cloud Analytics
Qlik Sense
NectarCRM > Qlik Sense
Qlik
NectarCRM > Qlik
QlikView
NectarCRM > QlikView
Redash
NectarCRM > Redash
Superset
NectarCRM > Superset
Tableau
NectarCRM > Tableau
BI TOTVS
NectarCRM > BI TOTVS
Zoho Analytics
NectarCRM > Zoho Analytics

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Why Kondado?

Focus on extracting value from your data and leave the rest to us

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Data from over 80 sources for Marketing, Ecommerce, ERPs, Customer Service, Finance, Databases, and much more

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Frequently Asked Questions (FAQ)

Answers about visualizing NectarCRM data in Power BI automatically

How do I connect NectarCRM to Power BI without coding? ▼
Start by adding NectarCRM as a data source in your Kondado account using your CRM credentials. Once authenticated, select Power BI as your destination and choose which pipelines you want to replicate, such as Opportunities or Contacts. The connection works directly without requiring any API knowledge or database management.
What sales KPIs can I track in Power BI using NectarCRM data? ▼
You can monitor conversion rates across different sales funnels by combining the Pipelines and Opportunities data, track proposal win rates using the Opportunities: Proposals pipeline, and measure sales team productivity through Tasks and Appointments. Create visualizations showing deal velocity, average qualification scores, and product performance to identify which offerings generate the most revenue.
How often does NectarCRM data update in Power BI? ▼
You control the refresh schedule based on your business needs, choosing intervals from every 5 minutes for active sales floors to hourly or daily updates for executive reporting. Once configured, Kondado automatically replicates your selected data on that schedule so your Power BI dashboards always reflect current opportunity statuses and customer interactions.
Can I build a sales funnel dashboard in Power BI with NectarCRM data? ▼
Yes, combine the Pipelines pipeline with Opportunities data to create visual representations of how deals progress through each stage from prospecting to closing. You can add the Opportunities: Products pipeline to see which items move through your funnel fastest, and include Qualifications data to understand what makes leads more likely to convert at each stage.
Is there a pre-built NectarCRM Power BI template available? ▼
Kondado focuses on providing the data foundation for your custom dashboards rather than pre-built report templates. You have access to all 9 pipelines including Contacts, Tasks, and Appointments to build personalized reports that match your specific sales process and KPIs, whether you need pipeline analysis or customer service metrics.
How can I share NectarCRM dashboards with my team in Power BI? ▼
Once you build your reports in Power BI, use the platform's native sharing features to distribute dashboards to sales managers, marketing teams, or executives. Since the data replicates on your configured schedule, everyone views the same current information about opportunities and customer activities without needing direct access to your CRM.
Can I combine NectarCRM data with other sources in Power BI? ▼
Absolutely, you can blend your NectarCRM information with data from Google Sheets, BigQuery, or other supported sources to create comprehensive business views. For example, merge your CRM opportunities with marketing spend data from spreadsheets to calculate true customer acquisition costs and campaign ROI.
What happens if I add new custom fields in NectarCRM? ▼
When you create new fields in your CRM, they become available as additional fields within your existing pipelines during the next scheduled update. You can then include these new data points in your Power BI visualizations immediately without rebuilding your connection, ensuring your reports grow alongside your business needs.

Try out all the features for free for 14 days