Dashboards in minutes

Connect Salesforce to BI TOTVS: Dashboards in Minutes

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No credit card required | 14 days | 10 million records | 30 pipelines

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Connect Salesforce to BI TOTVS

Want to analyze your sales and customer service data in one place? With Kondado, you connect your Salesforce account to BI TOTVS in minutes without technical knowledge or complex setup. Our platform replicates all standard and custom objects from your CRM, allowing sales leaders and operations teams to build custom dashboards to track leads, opportunities, and marketing campaigns with clarity.

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available pipeline
  • No code, no spreadsheets
  • Auto-refreshed data
  • 14-day free trial

Try out all the features for free for 14 days

Kondado provides a direct Via Kondado connection that eliminates intermediate databases and replicates your Salesforce data to BI TOTVS on a configurable schedule: every 5 minutes, 15 minutes, hourly, or daily.

With this pipeline, data analysts and marketing managers can transform raw information into visual insights that drive strategic decisions. Visualize your sales funnel, track campaign performance, and monitor customer satisfaction indicators with automatically updated information.

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

Try out all the features for free for 14 days

Available data

Dynamic data

Kondado automatically reads the schema of your Salesforce. All tables, views, and fields available in your account are extracted without manual configuration.

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available pipeline
Auto-refresh

What Kondado extracts

Objeto
Kondado automatically maps all standard and custom objects in your account

Try out all the features for free for 14 days

By connecting Salesforce to BI TOTVS through Kondado, you unlock the potential of pipelines like Orders, Campaigns, and Contacts to create comprehensive sales cycle analyses. Sales leaders can cross-reference opportunity data with payment information to identify bottlenecks in the funnel, while operations teams track shipping and service metrics on a configurable schedule.

This combination lets you build custom dashboards that show everything from lead origin to deal closure, helping sales leaders optimize processes and increase conversion based on automatically updated data.

Try out all the features for free for 14 days

How to create Salesforce dashboards in BI TOTVS

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

1
Connect Salesforce as data source

Log into Kondado, click add source, and select Salesforce to authenticate your account and choose which objects to replicate.

2
Select BI TOTVS as destination

Configure BI TOTVS as your destination tool to receive CRM data, defining which objects will be sent for visualization.

3
Build dashboards and set refresh schedule

In BI TOTVS, create your custom dashboards with replicated data and adjust in Kondado the update frequency that best serves your operations.

Access Salesforce 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!

Visualize Salesforce data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Hundreds of data-driven companies trust Kondado
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Frequently Asked Questions (FAQ)

Answers about visualizing Salesforce data in BI TOTVS automatically

How do I connect my Salesforce account to Kondado?
Log into Kondado and select Salesforce as your data source. You will be redirected to authenticate your account directly with Salesforce, authorizing access to the objects you want to replicate. The entire process takes less than two minutes and requires no manual API configuration.
What dashboards can I build with Salesforce data in BI TOTVS?
You can create custom dashboards for sales funnels, lead tracking, marketing campaign analysis, and customer service metrics. Combine objects like Opportunities, Contacts, and Cases to visualize your complete business performance.
How frequently is Salesforce data updated in BI TOTVS?
You set the replication frequency according to your needs: every 5 minutes, 15 minutes, hourly, or daily. Kondado runs updates automatically on your configured schedule, keeping your dashboards consistently current.
Which important KPIs can I track with this integration?
Monitor lead conversion rates, average sales cycle length, average closed deal value, campaign performance, and customer satisfaction. Sales leaders use these indicators to adjust strategies and prioritize high-value opportunities.
Are there ready-made report templates for this connection?
We do not offer pre-built templates, as every business has unique needs. You build your own dashboards in BI TOTVS using data replicated from Kondado, creating visualizations tailored specifically to your sales and marketing processes.
Can I share the dashboards I create with my team?
Yes, after building your dashboards in BI TOTVS, use the tool's native sharing features to distribute reports with traffic managers, data analysts, and other stakeholders. Everyone views the same automatically updated information.
Do I need technical help to configure the data replication?
No, Kondado is designed for business users without technical expertise. The Via Kondado connection eliminates complex configuration steps, allowing marketing managers and sales leaders to set everything up themselves in just a few clicks.

Try out all the features for free for 14 days