How do I connect Ploomes to Qlik Sense using Kondado?

Start by selecting Ploomes as your data source in the Kondado platform, then authenticate with your Ploomes credentials to establish the connection. Choose Qlik Sense as your destination and select which pipelines you want to replicate, such as Deals, Clients, or Sales data. The Via Kondado connection eliminates the need for intermediate storage, sending your data directly to Qlik Sense.

What sales KPIs can I track in Qlik Sense with Ploomes data?

You can monitor conversion rates across Deal Stages, analyze win/loss ratios using the Deal Loss Reasons pipeline, and track revenue trends through the Sales and Sales Products data. Build visualizations that show sales velocity, pipeline value by Product Groups, and team performance metrics to identify bottlenecks and optimize your sales process.

How often does Ploomes data update in my Qlik Sense dashboards?

You configure the update frequency based on your business needs, choosing from intervals as frequent as every 5 minutes or extending to hourly or daily schedules. This configurable schedule ensures your reports stay current without manual intervention, allowing you to track near-real-time sales activities or analyze daily performance trends.

Can I share Ploomes dashboards with my team in Qlik Sense?

Yes, once your data flows into Qlik Sense, you can leverage its native sharing capabilities to distribute reports across departments. Marketing teams can access client segmentation views while sales managers monitor pipeline health, ensuring everyone works from the same updated data without exporting files or managing multiple versions.

Do I need technical skills to set up the Ploomes to Qlik Sense connection?

No coding or database administration is required to establish this connection. Kondado handles the data replication process through an intuitive interface where you simply select your pipelines and configure your refresh schedule. Business users can complete the setup in minutes and start building visualizations immediately in Qlik Sense.

What types of client analysis can I perform with this connection?

You can analyze client acquisition patterns using the Clients and Clients: Sources pipelines, segment your audience by ratings or relationships, and track interaction history through Interaction Records. This enables targeted marketing campaigns, personalized sales approaches, and better customer relationship management based on comprehensive visual data.

Can I combine Ploomes data with other sources in Qlik Sense?

Yes, you can blend your Ploomes sales data with information from Google Sheets , BigQuery , or PostgreSQL within Qlik Sense to create unified business views. Combine CRM data with financial records or marketing metrics to generate comprehensive reports that span multiple business functions.

How do I build my first dashboard with Ploomes data in Qlik Sense?

After your data replicates to Qlik Sense, use your existing knowledge of the platform to create visualizations using the available pipelines like Deals, Sales, and Products. Start with simple charts showing deal progression or sales totals, then add filters for dates, teams, or client segments to create interactive reports that answer your specific business questions.

Kondado: Connect Ploomes to Qlik Sense: Dashboards in Minutes

Visualize Ploomes Data in Qlik Sense

Business teams using Ploomes for complex sales management can now unlock powerful insights by connecting their CRM data to Qlik Sense. Kondado offers a direct connection that replicates your sales pipelines, client information, and deal tracking directly into your analytics environment without requiring technical expertise or complex database setup. You choose how often your data updates, from every 5 minutes to daily schedules, ensuring your dashboards reflect current business conditions and support timely business decisions.

Kondado connects Ploomes to Qlik Sense through a Via Kondado connection, eliminating the need for intermediate databases while allowing business users to configure automated data replication on schedules ranging from 5 minutes to daily intervals.

With 36 available pipelines covering deals, clients, products, and sales activities, marketing and operations teams can build comprehensive reports that track funnel performance, client segmentation, and revenue trends. This seamless connection transforms raw CRM data into visual analytics that support faster decision-making, clearer sales forecasting, and improved team collaboration across your organization.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

Ploomes data available in Qlik Sense

available pipelines

275

extractable fields

Available integrations

Integration	Description
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.

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.

See all available data →

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Connect Ploomes to Qlik Sense: Dashboards in Minutes

Get started for free

Visualize Ploomes Data in Qlik Sense

Ploomes data available in Qlik Sense

Available integrations

How to create Ploomes dashboards in Qlik Sense

Connect Ploomes as data source

Select Qlik Sense destination

Configure refresh and build dashboards

Access Ploomes data in Qlik Sense and combine it with dozens of other data sources

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