NextStage provides a secure data warehouse integration that allows you to connect your pipeline and opportunity data to external business intelligence (BI) tools. This enables advanced reporting, custom dashboards, and deeper analytics beyond the built-in NextStage reports.
This integration uses Google BigQuery to securely provide read-only access to your organization’s NextStage data.
Overview
By connecting your NextStage BigQuery dataset to visualization tools such as Power BI, Looker, or Tableau, you can create custom reports tailored to your organization’s reporting needs.
This allows teams to analyze pipeline data, forecast revenue, and build executive dashboards using their preferred BI platform.
What You'll Achieve
Secure data access
Establish a secure, customer-specific, read-only connection to your NextStage data in BigQuery.
Custom reports and dashboards
Build tailored dashboards and reports using tools like:
Power BI
Looker
Tableau
Other BigQuery-compatible BI tools
Seamless integration
Connect your BI tools directly to your NextStage dataset with minimal setup and no impact to your production environment.
Who Is This For?
Data Analysts
Create advanced dashboards, visualizations, and pipeline analytics using external reporting tools.
System Administrators
Manage secure access to reporting data while maintaining compliance with organizational data governance policies.
Leadership and Revenue Teams
Access executive-level dashboards and customized reporting aligned with internal forecasting and pipeline review processes.
How It Works
NextStage securely publishes your organization’s reporting data to a dedicated BigQuery dataset.
This dataset:
Is customer-specific
Is read-only
Updates automatically as your NextStage data changes
Supports standard BI integrations
Your BI tool connects directly to this dataset to power custom dashboards and reports.
Step 1: Set Up a Google Identity
Before connecting to BigQuery, ensure you have the following:
A Google Workspace identity or Google account
Access approval from your organization’s administrator
The BigQuery reporting integration enabled by NextStage
If this feature is not yet enabled, contact NextStage support to request activation.
Step 2: Access Your BigQuery Dataset
Once enabled, NextStage will provide access to your organization’s BigQuery dataset.
This dataset contains reporting-ready tables that reflect your:
Opportunities
Pipelines
Stages
Revenue data
Custom fields
This data is read-only and optimized for reporting.
Step 3: Connect BigQuery to Your BI Tool
Example: Connecting with Power BI
Open Power BI Desktop
Click Get Data
Select Google BigQuery
Sign in using your Google identity or service account credentials
Select your NextStage dataset
Click Load to import the data
Your NextStage data is now available for reporting within Power BI.
Step 4: Build Custom Reports
Once connected, you can use your BI tool to:
Create dashboards and visualizations
Analyze pipeline trends
Track win rates and stage progression
Build executive reporting views
Report on custom fields and organizational metrics
Reports can be saved and securely shared within your organization.
Best Practices
Follow these best practices when using the reporting integration:
Follow your organization’s data governance policies
Share reports only with authorized users
Avoid modifying source data structures
Use read-only access as intended
This ensures data integrity and security across your reporting environment.