Dashboards in minutes

Connect RDStation CRM 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 RDStation CRM to Power BI

Connecting your RDStation CRM to Power BI is simple with Kondado. You can replicate your sales data directly to Power BI without setting up intermediate databases or writing any code. Choose how often you want your data updated, whether every 5 minutes, hourly, or daily, and start building visual dashboards immediately. This gives your sales and marketing teams instant access to deal tracking, contact information, and team performance metrics in a format everyone can understand and act upon.

9
available pipelines
189
extractable fields
  • No code, no spreadsheets
  • Auto-refreshed data
  • 14-day free trial

Try out all the features for free for 14 days

With Kondado, business users at SMBs and agencies can transform their Brazilian CRM data into actionable insights without technical expertise. The platform handles the data replication automatically, keeping your reports current on your chosen schedule so you always see the latest deal stages, contact interactions, and sales activities. Simply select your data source, pick your destination, and begin visualizing your RDStation CRM data to make faster, data-driven decisions.

Kondado provides a direct integration between RDStation CRM and Power BI, replicating 9 data pipelines with 189 fields on a configurable schedule without requiring technical setup or intermediate storage.

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

RDStation CRM data available in Power BI

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

9
available pipelines
189
extractable fields
Auto-refresh

Available integrations

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.

Try out all the features for free for 14 days

By combining RDStation CRM data with Power BI visualization capabilities, you can analyze your sales pipeline evolution and team productivity in detail. The Deals pipeline shows current opportunities and values, while the Deals: Stage History pipeline reveals how prospects move through your funnel over time, helping identify bottlenecks in your sales process. When you add Contacts data to your analysis, you can segment your audience by company associations or engagement patterns to prioritize high-value negotiations. This combination helps Brazilian sales teams optimize their WhatsApp outreach and understand which activities, tracked through the Notes pipeline, actually convert leads into customers.

Try out all the features for free for 14 days

Discover our RDStation CRM report in Power BI

Try out all the features for free for 14 days

How to create RDStation CRM dashboards in Power BI

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

1
Connect RDStation CRM to Kondado

Add RDStation CRM as a data source in your Kondado account by entering your CRM credentials and selecting which pipelines you want to replicate, such as Deals, Contacts, or Tasks.

2
Select Power BI destination

Choose Power BI as your destination and configure how frequently you want your RDStation CRM data updated, from every 5 minutes to daily intervals.

3
Configure dashboards and refresh

Build your sales reports in Power BI using the replicated data, or start with the RD Station CRM Power BI Report template, then set up automated refresh to keep insights current.

Access RDStation CRM 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!

Visualize RDStation CRM data in other BI tools

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

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Frequently Asked Questions (FAQ)

Answers about visualizing RDStation CRM data in Power BI automatically

How do I connect RDStation CRM to Power BI without technical knowledge?
Simply add RDStation CRM as a data source in your Kondado account using your CRM credentials. Select Power BI as your destination and choose which pipelines you want to replicate, such as Deals or Contacts. The connection happens directly through Kondado, so you do not need to configure databases or APIs yourself.
What ready-made dashboards are available for RDStation CRM data?
Kondado offers pre-built report templates including the RD Station CRM Power BI Report and RD Station CRM Looker Studio Report. These templates provide immediate visualizations for deal funnels, team performance, and contact management without requiring you to build charts from scratch. You can customize these templates to match your specific sales processes and branding.
How often does the data update in my Power BI reports?
You configure the update frequency when setting up your connection, choosing intervals from every 5 minutes to daily updates. This keeps your sales dashboards current based on how frequently your team needs fresh data for decision-making. The automated refresh ensures your reports reflect the latest deal stages and contact activities without manual exports.
Which sales KPIs should I track when visualizing RDStation CRM data?
Focus on metrics like deal conversion rates by stage, average time spent in each funnel phase using the Deals: Stage History pipeline, and sales rep productivity from the Tasks and Notes pipelines. You can also track contact growth rates and deal values by company size to identify your most profitable customer segments. These insights help Brazilian sales teams optimize their WhatsApp negotiation strategies.
Can I share RDStation CRM dashboards with my team who don't have CRM access?
Yes, once your data is in Power BI, you can share reports and dashboards with any team member through Power BI's sharing features. This allows marketing and operations teams to view sales performance without needing direct access to the CRM system. Your stakeholders see visual summaries of pipeline health and contact engagement without learning the CRM interface.
Do I need to install anything to replicate RDStation CRM data to Power BI?
No installation is required on your computers or servers. Kondado operates as a cloud service that connects directly to your RDStation CRM account and delivers data to Power BI through the Via Kondado connection method. You only need your existing CRM login and a Power BI account to begin visualizing your sales data.
Can I use the same RDStation CRM connection for other tools besides Power BI?
Absolutely, after connecting your CRM to Kondado, you can send the same data to Looker Studio, Google Sheets, BigQuery, or PostgreSQL without creating multiple connections. This allows your sales data to power different types of reports and analyses across various platforms your teams already use.

Try out all the features for free for 14 days