Kondado offers a direct way to replicate your Ploomes sales and CRM data into QlikView without technical complexity or intermediate databases. Simply connect your Ploomes account as a data source, select QlikView as your destination, and start building insightful reports immediately. Your data updates automatically on a configurable schedule, ensuring your dashboards always reflect the latest client interactions, deal progressions, and sales performance metrics.
Kondado provides 36 ready-to-use pipelines with 275 fields from Ploomes, including Deals, Clients, and Sales data, updating automatically on your chosen schedule whether every 5 minutes, hourly, or daily.
Business teams can track sales funnel performance, analyze client segments by ratings and sources, and monitor proposal approvals through intuitive QlikView visualizations. This direct integration helps sales managers and operations teams make informed decisions based on current pipeline data rather than outdated spreadsheets. By visualizing deal stages alongside client interaction records and user activities, you improve response times to client needs and optimize conversion rates across complex B2B sales cycles while identifying top-performing products and departments.
Each item below is automatically replicated by Kondado from Ploomes into QlikView — 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 your Ploomes data flowing into QlikView, you can create comprehensive views of your sales operations by combining information from the Deals, Clients, and Sales Stages pipelines. Analyze how deals move through different funnels while tracking associated client ratings and interaction records to identify which relationships drive the most revenue. Sales directors can visualize proposal approval status alongside product group performance to optimize pricing strategies, while operations teams monitor task completion rates and user activities to improve team productivity and resource allocation across departments.
Try out all the features for free for 14 days
How to create Ploomes dashboards in QlikView
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Ploomes Data Source
Log into Kondado and add Ploomes as a new data source by entering your API credentials. Select the specific pipelines you need, such as Deals, Clients, or Sales Stages, to begin replicating your CRM data.
2
Select QlikView Destination
Choose QlikView as your destination platform and configure the connection settings to receive your Ploomes data. This creates a direct link that sends your selected pipeline information straight to QlikView without intermediate storage or manual file handling.
3
Configure Refresh and Build Dashboards
Set your preferred update frequency, from every 5 minutes to daily, to keep reports current automatically. Then use QlikView to create visualizations tracking your sales pipelines, client segments, and deal performance without writing any code.
Try out all the features for free for 14 days
Access Ploomes data in QlikView 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 QlikView automatically
How do I set up the Ploomes to QlikView connection in Kondado?▼
Start by adding Ploomes as a data source in your Kondado account using your API credentials. Then choose QlikView as your destination and select which pipelines you want to replicate, such as Deals, Clients, or Sales data. The connection requires no coding or intermediate databases, and your data begins flowing immediately after configuration.
What sales KPIs can I track in QlikView using Ploomes data?▼
You can monitor deal conversion rates by funnel stage, track proposal approval times, and analyze sales performance by product group or client segment. Combine data from the Deal Stages, Proposal Approval Status, and Sales Products pipelines to calculate average deal sizes, win rates, and sales cycle lengths for each team member or department.
How often does Ploomes data update in my QlikView reports?▼
Kondado updates your data on a configurable schedule that you control, with options ranging from every 5 minutes to daily intervals. This near-real-time synchronization ensures your QlikView dashboards reflect the latest client interactions and deal movements without manual refreshes or exports.
Can I share Ploomes dashboards with my team in QlikView?▼
Yes, once you build your dashboards in QlikView using the replicated Ploomes data, you can distribute them to stakeholders across your organization. Team members can access the same updated information simultaneously, ensuring everyone works with consistent sales figures and client status updates.
Are there pre-built report templates available for Ploomes data in QlikView?▼
Kondado does not provide pre-built report templates, allowing you to design custom dashboards that match your specific sales processes. You have full flexibility to create visualizations focusing on the metrics that matter most to your business, whether tracking complex B2B sales cycles or monitoring individual client relationships.
What types of client analysis can I build with Ploomes data in QlikView?▼
You can segment clients by ratings, sources, and relationships while tracking interaction histories through the Interaction Records pipeline. This enables you to identify your most valuable client segments, analyze communication patterns, and correlate client attributes with deal success rates to refine your targeting strategies.
How do I track deal progression from Ploomes in QlikView?▼
Use the Deal Stages and Deal Funnels pipelines to visualize how opportunities move through your sales process, from initial contact to closure. You can identify bottlenecks at specific stages, analyze time spent in each phase, and correlate progression speeds with client types or assigned sales representatives.
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