To visualize Ploomes data in BI TOTVS, you need a direct connection that replicates your sales and customer information automatically. Kondado offers a Via Kondado connection that sends your Ploomes data directly to BI TOTVS without requiring intermediate databases or technical setup. You simply select which pipelines you want to replicate, choose your update frequency, and start building dashboards immediately.
Kondado connects Ploomes to BI TOTVS through a direct Via Kondado connection, allowing business teams to replicate 36 data pipelines including Deals, Clients, and Sales on a configurable schedule without coding or complex infrastructure.
This approach eliminates manual data exports and keeps your reports updated automatically. Whether you need to track deal progression, analyze client segments, or monitor sales performance, your BI TOTVS dashboards will always reflect the latest information from your Ploomes CRM. Business users can access insights within minutes rather than waiting for IT support, making it simple to turn complex sales data into clear visualizations that drive better decisions.
Each item below is automatically replicated by Kondado from Ploomes into BI TOTVS — 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 BI TOTVS, you can create comprehensive views of your sales operation by combining information from multiple pipelines. For example, merging data from the Deals pipeline with Client ratings and Sales Stages allows you to identify which customer segments generate the most revenue and where deals typically stall in your funnel. You can also analyze Interaction Records alongside Task completion rates to understand how team activities correlate with closed sales, giving you actionable insights to optimize your complex sales process and improve team productivity.
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How to create Ploomes dashboards in BI TOTVS
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Your Ploomes Account
Add Ploomes as a data source by authenticating with your existing login details. Kondado establishes the Via Kondado connection automatically so you can select which data pipelines to replicate.
2
Choose BI TOTVS Destination
Select BI TOTVS as your destination and choose from 36 available pipelines including Deals, Clients, and Sales Stages. You can configure this alongside other destinations like Looker Studio or BigQuery if your team uses multiple tools.
3
Build Dashboards and Schedule Updates
Set your preferred refresh schedule, from every 5 minutes to daily updates, to ensure your reports stay current. Then use BI TOTVS to create custom dashboards visualizing your sales performance, client segments, and deal progression.
Try out all the features for free for 14 days
Access Ploomes data in BI TOTVS 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 BI TOTVS automatically
How do I connect Ploomes to BI TOTVS without coding experience?▼
Start by adding Ploomes as a data source in your Kondado account using your existing login credentials. The Via Kondado connection handles the technical details automatically, so you can select your desired pipelines and send data to BI TOTVS within minutes.
What dashboards can I create using Ploomes data in BI TOTVS?▼
You can build custom dashboards tracking deal conversion rates, sales funnel velocity, and client segmentation analysis. Combine data from pipelines like Deals, Clients, and Sales Products to visualize your complete sales cycle from first contact to closed contract.
How frequently does my Ploomes data refresh in BI TOTVS?▼
You configure the update schedule based on your business needs, choosing intervals such as every 5 minutes, hourly, or daily. This ensures your Power BI, Looker Studio, or BI TOTVS reports stay current without manual intervention.
Which KPIs are most valuable to track from Ploomes in BI TOTVS?▼
Focus on metrics like average deal size by Client segment, win rates by Deal Stage, and proposal approval times using the Proposals and Deal Loss Reasons pipelines. These insights help identify bottlenecks and optimize your sales process for complex deals.
Can I share BI TOTVS reports with team members who don't use Ploomes?▼
Yes, once your dashboards are built in BI TOTVS, you can distribute them to stakeholders across your organization. Team members can view reports and insights without needing direct access to your Ploomes CRM system.
Do I need to map fields between Ploomes and BI TOTVS manually?▼
Kondado automatically structures your Ploomes data for BI TOTVS compatibility, so you can begin building reports immediately. You simply select which pipelines to replicate, and the fields become available in your destination for dashboard creation.
What if I want to send Ploomes data to other tools besides BI TOTVS?▼
Kondado allows you to replicate data to multiple destinations simultaneously, including Google Sheets, BigQuery, or PostgreSQL alongside BI TOTVS for different analysis needs.
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