Connect NectarCRM to Redash: Dashboards in Minutes

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NectarCRM
Redash

Visualize NectarCRM Data in Redash with Kondado

Connecting your NectarCRM account to Redash allows you to transform raw sales and customer information into clear visual reports that drive better business decisions. With Kondado, you can replicate data from your CRM directly into Redash without complex technical setup or intermediate databases, making it simple for marketing and operations teams to access the insights they need. Simply select NectarCRM as your data source, choose Redash as your destination, and configure which pipelines you want to visualize for your team.

Kondado connects NectarCRM directly to Redash and replicates your sales data on a configurable schedule, keeping your dashboards updated automatically without manual exports or technical maintenance.

Once connected, your sales funnels, contact lists, and opportunity data flow seamlessly into Redash where you can build custom charts and share insights across your organization. This automated connection ensures your reports always reflect current information, helping you track pipeline performance and customer engagement without waiting for manual updates.

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

When you combine NectarCRM with Redash through Kondado, you unlock powerful visibility into your sales operations by visualizing data from pipelines like Opportunities, Pipelines (Sales Funnels), and Contacts. Track how deals progress through each stage of your funnel, monitor which products are associated with high-value opportunities, and analyze appointment scheduling patterns to optimize your team’s time and resources. This combination gives sales managers and marketing directors the ability to spot trends in qualification data and task completion rates, enabling data-driven decisions that accelerate revenue growth and improve customer relationship management across your entire organization.

Try out all the features for free for 14 days

NectarCRM data available in Redash

9
available pipelines
409
extractable fields

Available integrations

Integration Description
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.
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.

Try out all the features for free for 14 days

How to create NectarCRM dashboards in Redash

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

1
Connect NectarCRM to Kondado

Log into Kondado and add NectarCRM as a new data source by entering your CRM credentials and selecting the pipelines you want to replicate.

2
Choose Redash as Destination

Select Redash from the available destinations and configure your connection settings to establish the direct link between your CRM and visualization tool.

3
Build Dashboards and Set Refresh

Set your preferred update frequency, from every 5 minutes to daily, then start building custom charts and reports in Redash using your replicated NectarCRM data.

Access NectarCRM data in Redash 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 NectarCRM 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 NectarCRM data in Redash automatically

How do I connect NectarCRM to Redash using Kondado?
Start by adding NectarCRM as a data source in your Kondado account using your CRM credentials. Then select Redash as your destination and choose which pipelines you want to replicate, such as Opportunities or Contacts, to begin your automated data flow.
What kind of dashboards can I build with NectarCRM data in Redash?
You can build sales funnel visualizations showing deal progression, contact engagement dashboards tracking communication history, and product performance charts linked to opportunity values. Custom reports help you analyze appointment conversion rates and task completion trends to optimize your sales process.
How often does my NectarCRM data update in Redash?
Kondado updates your data on a configurable schedule that you control, with options ranging from every 5 minutes to daily refreshes. This ensures your Redash dashboards display current information without requiring manual data exports from your CRM.
Which KPIs should I track from NectarCRM in Redash?
Focus on tracking opportunity win rates, pipeline stage conversion percentages, average deal sizes from the Opportunities pipeline, and contact qualification scores. Monitoring task completion rates and appointment show-up ratios also helps optimize team productivity and resource allocation.
Are there pre-built report templates for NectarCRM in Redash?
Kondado does not offer pre-built report templates for this connection, allowing you to build completely custom dashboards tailored to your specific sales processes. You have full flexibility to design visualizations that match your unique business requirements and KPIs.
How do I share NectarCRM dashboards with my team in Redash?
Once your data flows into Redash, use the platform's built-in sharing features to distribute dashboards via email links or embed reports in internal wikis. Your team members can view updated sales metrics without needing direct access to NectarCRM.
Can I combine NectarCRM data with other sources in Redash?
Yes, you can combine NectarCRM data with information from other platforms like Google Sheets, BigQuery, or PostgreSQL within the same Redash dashboard. This allows you to create comprehensive reports that correlate sales activities with marketing campaigns or financial data.
What NectarCRM pipelines are available for visualization?
Kondado offers nine pipelines including Opportunities, Contacts, Appointments, Tasks, Pipelines (Sales Funnels), and Products. Each pipeline contains specific fields like deal values, contact emails, appointment dates, and task statuses that you can visualize in your reports.

Try out all the features for free for 14 days