Connect Ploomes to Redash: Dashboards in Minutes

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Ploomes
Redash

Visualize Ploomes Data in Redash

Connect your Ploomes CRM to Redash using Kondado’s direct integration to transform complex sales data into visual insights. Replicate data from your deals, clients, and sales pipelines on a configurable schedule without writing code or managing servers. Business teams can build custom dashboards in Redash to track conversion rates, monitor deal progression, and analyze sales performance across every stage of the funnel.

Kondado connects Ploomes to Redash with 36 available pipelines covering 275 fields including Deals, Clients, Sales Stages, and Products, enabling automated data updates every 5 minutes to daily for complete sales visibility without technical setup.

Marketing and operations teams gain immediate access to Ploomes data within Redash to create reports that drive decisions on resource allocation, client segmentation, and revenue forecasting. Keep your dashboards current with automated refreshes while focusing on business outcomes rather than data preparation.

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

Combine your Ploomes sales data with Redash visualization capabilities to uncover patterns in your complex sales cycles. The Deals pipeline tracks order numbers and amounts alongside Deal Stages to show exactly where prospects convert or stall, while the Clients pipeline reveals customer segments and ratings that inform your targeting strategy. Analyze Sales Products data against Proposal approval statuses to understand which offerings drive revenue and which contracts need attention, giving your team the clarity to optimize quotes and close more business.

Try out all the features for free for 14 days

Ploomes data available in Redash

36
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.

Try out all the features for free for 14 days

How to create Ploomes dashboards in Redash

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

1
Connect Ploomes as data source

Authenticate your Ploomes account in Kondado to access 36 pipelines including Deals, Clients, and Sales data.

2
Select Redash destination

Choose Redash as your destination to receive replicated Ploomes data for visualization and dashboard creation.

3
Configure refresh and build dashboards

Set your preferred update frequency from 5 minutes to daily, then create Redash reports tracking deals, clients, and sales performance.

Access Ploomes 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 Ploomes 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 Ploomes data in Redash automatically

How do I connect Ploomes to Redash using Kondado?
Start by adding Ploomes as a data source in your Kondado account and authenticate with your credentials. Then select Redash as your destination and choose which pipelines to replicate, such as Deals, Clients, or Sales Stages. Kondado handles the data transfer automatically so your Redash dashboards stay current without manual exports.
What sales KPIs can I track in Redash with Ploomes data?
Monitor deal conversion rates by analyzing the Deals pipeline alongside Deal Stages to identify bottlenecks in your sales funnel. Track revenue trends using the Sales pipeline with order numbers and amounts, or measure client engagement through Interaction Records and Task completion rates. These insights help managers allocate resources to the highest-impact opportunities.
How often does my Ploomes data refresh in Redash?
Configure automated updates to run every 5 minutes, 15 minutes, hourly, or daily depending on your business needs. Near-real-time updates ensure your sales team works with current deal statuses and client information without waiting for manual data pulls. Simply adjust the schedule in your Kondado settings as your reporting requirements evolve.
Can I share Ploomes dashboards with team members who don't have Ploomes access?
Yes, Redash allows you to share dashboards and reports with stakeholders across your organization regardless of their Ploomes licenses. Sales managers can distribute performance reports to executives while marketing teams view client segment analysis without accessing the CRM directly. This democratizes data access while maintaining your single source of truth in Ploomes.
Which Ploomes pipelines are most valuable for sales forecasting?
Focus on the Deals pipeline combined with Deal Stages and Deal Funnels to visualize your pipeline value and predict monthly revenue. Add the Sales Products pipeline to understand which offerings contribute most to your forecasts, and include Client ratings to weight deal probabilities accurately. This combination gives sales leaders reliable projections for resource planning.
Can I send Ploomes data to other tools besides Redash?
Absolutely, Kondado can replicate your Ploomes data to multiple destinations simultaneously. Send your sales metrics to Power BI for executive presentations, Google Sheets for operational spreadsheets, or BigQuery for advanced analysis alongside other company data sources.
Do I need SQL knowledge to build Ploomes dashboards in Redash?
While Redash supports SQL queries, business users can start with Redash's visual query builder and existing visualization types to create charts and dashboards without writing code. Kondado delivers clean, structured data from Ploomes pipelines that maps directly to Redash fields, making report creation accessible to sales operations teams and analysts alike.

Try out all the features for free for 14 days