Ready-to-use and customizable reports for RDStation CRM

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RDStation CRM Report Templates for Instant Analytics

Transform your sales data into actionable insights without writing a single line of code. Kondado offers ready-to-use report templates specifically designed for RDStation CRM, the Brazilian sales management platform formerly known as Plug CRM. These pre-configured dashboards help marketing and operations teams track negotiations, monitor team performance, and analyze customer interactions directly from their CRM data. By automating the data replication process on a configurable schedule, you eliminate manual exports and ensure your reports always reflect the latest information from your sales pipelines and support service data.

Kondado provides two pre-built report templates for RDStation CRM: a Looker Studio Report and a Power BI Report. Both templates include pre-configured pipelines for sales and support data, allowing users to deploy professional dashboards in minutes by simply connecting their RDStation CRM account and selecting their preferred visualization tool. Each template comes with predefined metrics and visualizations tailored for Brazilian sales teams using RDStation CRM.

Check out the reports for RDStation CRM in Looker Studio and Power BI

Looker Studio

RD Station CRM Looker Studio (now Data Studio) Report

Power BI

RD Station CRM Power BI Report

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How to analyze this chart

Step-by-step guide to extract insights from your dashboard

Select Your Report Template

Browse Kondado's template library and choose between the RDStation CRM Looker Studio Report or Power BI Report based on your preferred visualization platform.

Connect RDStation CRM

Authenticate your RDStation CRM account to establish direct pipelines for your sales and support data, selecting which endpoints to replicate.

Deploy and Customize

Launch your pre-configured dashboard and adjust visualizations, filters, or metrics to match your specific sales management requirements.

Frequently Asked Questions

Answers about dashboards and data visualization

What RDStation CRM report templates does Kondado offer? ▼

Kondado provides two specialized report templates for RDStation CRM users: a Looker Studio Report and a Power BI Report. Both templates come pre-configured with pipelines for crm-sales and support-service data endpoints. These ready-to-use dashboards include visualizations for tracking negotiations, managing sales teams, and monitoring customer interactions without requiring any manual configuration.

Can I customize the pre-built RDStation CRM dashboards? ▼

Yes, you can fully customize both the Looker Studio and Power BI templates after deployment. Users can modify charts, add new visualizations, adjust date ranges, and create custom calculated fields using the replicated RDStation CRM data. The templates serve as a professional starting point that you can adapt to match your specific sales KPIs and reporting requirements.

Which business intelligence tools work with Kondado's RDStation CRM templates? ▼

Kondado currently offers report templates for two leading visualization platforms: Looker Studio and Power BI. The Looker Studio template works within Google's ecosystem for easy sharing and collaboration, while the Power BI template connects with Microsoft's business intelligence suite. Both options provide the same core RDStation CRM data pipelines but cater to different organizational preferences.

How often does data update in RDStation CRM reports? ▼

You control the update frequency based on your business needs, with options ranging from every 5 minutes to daily updates. Kondado replicates your RDStation CRM data on a configurable schedule that you set during the initial setup. This ensures your sales dashboards reflect recent negotiations and team activities without manual data refreshes.

How do I deploy a report template for RDStation CRM? ▼

Start by selecting either the Looker Studio or Power BI template from Kondado's template library. Next, connect your RDStation CRM account to establish the data pipelines for sales and support information. Once connected, the template automatically generates your dashboard with current data, ready for immediate use or further customization.

Can I combine RDStation CRM data with other sources in one dashboard? ▼

Absolutely. After deploying your RDStation CRM template, you can add additional data sources to create unified reports. Kondado supports over 80 data sources, allowing you to blend CRM data with marketing platforms, advertising accounts, or financial systems. This consolidated view helps you analyze the complete customer journey from lead generation through sales closure.

What sales metrics are included in the RDStation CRM report templates? ▼

The templates include essential metrics for Brazilian sales teams, such as pipeline value, negotiation stages, conversion rates, and team performance indicators. They also track WhatsApp interactions captured through RDStation CRM's WhatsApp functionality for negotiations. Support metrics cover ticket volumes and resolution times for service teams.

Do I need technical skills to set up RDStation CRM dashboards? ▼

No technical expertise is required to deploy these report templates. The setup process uses a simple point-and-click interface to connect your RDStation CRM account and configure data pipelines. Business users, marketing teams, and operations managers can deploy professional dashboards without writing code or understanding API configurations.