ClicData is a fully cloud-based Business Intelligence and data warehousing platform. From data connection, transformation and visualization, everything’s automated.

ClicData is the perfect fit for SMBs looking for a simple yet powerful Business Intelligence solution to drive their business. You can monitor your sales rep’s individual activities as well as your sales per region, product or segment. Combine your sales, marketing and financial data. With ClicData, you have full control of your data. We also empower end-users (technical or not) and enable them to finally rely on a single version of the truth and make smarter decisions.

How does it work?

1. Easy data connection: Connect all your business data (from over 250 data sources and databases) in our data warehouse using our native connectors. Utilize our ETL features to merge, transform or cleanse the data as you want.
2. Automated data refresh: Customize your data refreshes daily, hourly or even on the spot!
3. Build stunning dashboards: Create custom and fully interactive dashboards with our drag and drop designer and our 50+ data visualizations.
4. Easy and secure dashboard publication: Use our LiveLinks to make your dashboard available on every browser and device.

Need a hand to get started? Our Business Analysts are available to help you get started or train your team to make your BI project successful.

Step 1: Create your account or log in. If you’re not already a user of ClicData, you can sign up for a 14-day free trial at https://app.clicdata.com/signup/ or log in at https://app.clicdata.com/login

Step 2: Connect your Pipedrive data

• Click on “Data” on the top menu and “Add New”
• Select Pipedrive in our list of connectors
• Select OAuth Authentication and authorize access to your PipeDrive account

Step 3: Select the data you want to import. You can import your contacts, deals, products, activities, organizations, deals by product or deals – detailed.

Step 4: Set your properties and visualize your dataset

Step 5: Your data is imported! You can now combine your dataset with others or create your dashboards.