RD Station CRM Power BI Report
Connect your RD Station CRM data to Power BI for comprehensive sales analytics
This guide provides detailed information about the RD Station CRM Dashboard by Kondado. If you need help integrating your data to the dashboard, follow the steps in this guide to configure the integration with RD Station CRM and enjoy all the features of a customizable dashboard.
Table of Contents
Integrations and Models
Below are the integrations and models required to use the dashboard template. Incremental integrations can have their savepoint changed to fetch historical data.
Integrations
- Tasks (incremental)
- Deals / Negotiations (incremental)
Models
- rdm_lost_at
Accessing the Power BI Dashboard
If you received your dashboard link via email inbox or through our platform chat, follow the instructions in our YouTube video to access it:
Dashboard Features
Deals Page
This page provides an overview of company negotiations, showing important information such as the number of negotiations by funnel stage, most common loss reasons, and main sources of sales opportunities.
Filters
| Filter | Description | Source Tables | Source Columns |
|---|---|---|---|
| Responsible | Name of the salesperson responsible for the deal | rdstationcrm_deals | user_name |
| Sales Funnel | Name of the sales funnel to which the deals belong | rdstationcrm_deals | deal_stage_pipeline_name |
| Date | Date selection according to "Date Filter Reference" of each chart | rdstationcrm_deals | According to "Date Filter Reference" |
Charts
| Chart | Type | Description |
|---|---|---|
| Deals Created | Overview with sparkline | Total count of deals created in selected period. Shows variation percentage vs previous period. |
| Deals In Progress | Overview with sparkline | Total count of deals still open in sales funnel created in selected period. |
| Lost Deals | Overview with sparkline | Total count of deals created in period that were lost. |
| Won Deals | Overview with sparkline | Total count of deals created in period that were won. |
| Deals by Status | Stacked combo chart | Representation of deals divided into Won, Lost, and In Progress. |
| Loss Reasons | Stacked bar chart | Deals lost grouped by loss reason. |
| Deals by Stage Table | Table with bars | Count of deals by funnel stage with percentage. |
| Deal Sources | Donut chart | Count of deals grouped by source. |
Deal List Page
This page provides a list containing detailed information and indicators for all created deals, according to selected filters.
Additional Filters (beyond Deals Page)
- Stage - Current stage of deals within the sales funnel
- Status - Calculated field: In Progress, Won, or Lost
- Deal ID - Deal identification in RD Station CRM
- Deal Name - Name of the deal
Key Charts
- Deal List Table - Detailed list with: Deal ID, Name, Creation Date, Closing Date, Responsible, Sales Funnel, Stage, Status, Value, Next Task, Next Task Status, Completed Tasks
Tasks Page
The Tasks page presents metrics related to task completion linked to deals, leading to important insights such as the effort required to close a deal, salesperson punctuality in completing scheduled tasks, and more.
Key Metrics
- Completed Tasks - Count of completed tasks
- Average Response Time (Days) - Average time between deal creation and completion of first related task
- Average Tasks per Deal - Average count of tasks associated with each deal
- Deal Coverage - Percentage of deals that have one or more associated tasks
- Completed Tasks by Type - Grouped by: task, visit, lunch, email, whatsapp, meeting, call
- Late Tasks vs On-Time - Representation of tasks completed late vs on-time
Task List Page
This page provides a list containing detailed information and indicators for all scheduled and completed tasks.
Additional Filters
- Task Type - task, visit, lunch, email, whatsapp, meeting, call
- Task Status - Completed, Late (open, past date), Ok (open, future date)
- Task ID - Task identification in RD Station CRM
Key Charts
- Task List Table - Detailed list with: Task ID, Subject, Responsible, Task Date, Completion Date, Type, Sales Funnel, Deal ID, Deal Name, Task Status
Sales Page
This page provides a compilation of sales team results, including important metrics such as sales cycle, conversion rate, average ticket, and more.
Key Metrics
- Sales Value - Sum of sales values
- Number of Sales - Count of sales made
- Average Ticket - Average value per sale
- Average Cycle - Average days to close deals
- Sales Value and Count - Combo chart showing value and count over time
- Sales List - Detailed list with: Deal ID, Name, Sale Date, Responsible, Funnel, Value
Next Steps
Set Up RD Station CRM Power BI Report
Configure the RD Station CRM integration and access the Power BI dashboard template to analyze deals, tasks, and sales performance.
Configure required integrations
Set up the incremental integrations for Tasks and Deals/Negotiations from RD Station CRM, and ensure the rdm_lost_at model is available for historical data analysis.
Access your dashboard template
Receive your dashboard link via email or platform chat, then follow the instructions in the YouTube video to open the report in Power BI Desktop. Check the guide if you see a login prompt when opening.
Explore the Deals Page
Use filters like Responsible, Sales Funnel, and Date to analyze negotiations by funnel stage, loss reasons, and deal sources through sparkline overviews and stacked charts.
Review Tasks and Task List Pages
Monitor task completion metrics including average response time, tasks per deal, and punctuality. Use the Task List table to filter by task type, status, and identify late vs on-time completions.
Analyze Sales Performance
Navigate to the Sales Page to review sales cycle, conversion rate, average ticket, and detailed sales lists. Use this data to optimize team performance and closing strategies.
