Transform your Ploomes CRM data into actionable business intelligence by connecting it directly to Power BI. Kondado enables you to replicate your sales, client, and deal information from Ploomes into Power BI without any technical setup or intermediate databases. Simply select Ploomes as your data source, choose which information you want to visualize, and start building dashboards that help you track performance and make informed decisions. Your reports stay current through automated updates that run on a configurable schedule you control, whether every few minutes or daily. This connection gives your sales and operations teams immediate access to visual analytics that turn complex CRM data into clear insights for driving revenue growth.
Kondado connects Ploomes to Power BI using a direct “Via Kondado” connection that requires no coding, no data warehouses, and no complex configuration, allowing business teams to visualize CRM data and track sales metrics immediately.
Each item below is automatically replicated by Kondado from Ploomes into Power BI — 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.
With 36 pipelines available including Deals, Clients, and Sales Products, you can create comprehensive views of your entire sales operation in Power BI. Analyze your Deal Stages pipeline to identify bottlenecks in your sales funnel, or combine Clients data with Interaction Records to measure relationship health and engagement patterns across your accounts. By replicating proposal data alongside currency information, you can monitor approval rates and revenue trends across different product families and departments. These connections allow you to build custom dashboards that track task completion by team and visualize sales performance without manually exporting spreadsheets.
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How to create Ploomes dashboards in Power BI
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Ploomes as Data Source
Log into Kondado and add Ploomes as a new data source by entering your credentials. Select the specific pipelines you need, such as Deals, Clients, or Sales Products, to replicate into your analytics environment.
2
Choose Power BI Destination
Select Power BI as your destination and configure the "Via Kondado" connection method to establish a direct link between your CRM and visualization tool. This setup requires no intermediate databases or complex technical configuration.
3
Build Dashboards and Set Schedule
Create your custom reports in Power BI using the replicated Ploomes data and set your preferred refresh frequency, whether every 5 minutes or daily. Your dashboards will update automatically on this schedule, ensuring your sales metrics stay current for decision-making.
Try out all the features for free for 14 days
Access Ploomes 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!
Answers about visualizing Ploomes data in Power BI automatically
How do I connect Ploomes to Power BI using Kondado?▼
Start by adding Ploomes as a new data source in your Kondado account and authenticate with your Ploomes credentials. Then select Power BI as your destination and choose which pipelines you want to replicate, such as Deals, Clients, or Sales data. Kondado handles the connection automatically through the "Via Kondado" method, so you do not need to configure any databases or write code.
How often does Ploomes data update in Power BI?▼
You control the update frequency based on your business needs, with options ranging from every 5 minutes to daily schedules. Once configured, Kondado automatically replicates new and updated records from Ploomes to keep your Power BI reports current. This ensures your sales teams always work with fresh information without manual exports.
What KPIs can I track from Ploomes in Power BI?▼
You can monitor deal conversion rates by analyzing the Deal Stages and Deal Funnels pipelines, track sales velocity using the Deals and Sales data, and measure client engagement through Interaction Records. Combine proposal data with Products information to calculate average deal size and win rates across different client segments and departments.
Can I share Ploomes dashboards with my team in Power BI?▼
Yes, once you build your dashboards in Power BI, you can share them with colleagues, managers, or stakeholders who need visibility into sales performance. Your team members can view the reports through Power BI Service or mobile apps, ensuring everyone accesses the same current data from Ploomes without needing direct CRM access.
Do I need technical skills to set up the Ploomes connection?▼
No coding or technical expertise is required to connect Ploomes to Power BI through Kondado. The setup process uses a simple point-and-click interface where you select your data source and destination. Business users, sales managers, and marketing teams can configure the replication in minutes without involving IT departments.
Can I combine Ploomes data with other sources in Power BI?▼
Absolutely, after replicating Ploomes data into Power BI, you can blend it with information from Google Sheets, BigQuery, or other platforms to create unified business views. This allows you to enrich your CRM insights with marketing campaign data, financial records, or inventory information for comprehensive analysis.
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