Kondado offers a direct connection that sends your Exact Sales information straight to Alteryx without intermediate databases or complex setup. You simply choose Exact Sales as your data source, select the pipelines you need, and let Kondado replicate the data on a configurable schedule. Within minutes, your sales metrics are ready for analysis in Alteryx, helping marketing and operations teams track leads, appointments, and opportunities without writing a single line of code.
Kondado connects Exact Sales to Alteryx through a direct integration, replicating 17 pipelines and 194 fields on a configurable schedule so business teams can build updated reports without technical support.
By keeping your reports updated automatically, you can monitor lead progression, measure sales team activity, and identify bottlenecks in your funnel using the visualization tools you already trust. This means faster decisions and clearer visibility into every stage of your sales engagement process, from first contact to closed deal.
Each item below is automatically replicated by Kondado from Exact Sales into Alteryx — no schema setup, no manual mapping.
17
available pipelines
194
extractable fields
∞
Auto-refresh
Available integrations
Appointments
Includes fields such as id, lead_id, and salesrep_email, enabling tracking of scheduled meetings and their notes.
Activities
Contains information about scheduled activities, including id, leadid, and status, facilitating the management of tasks related to leads.
Boxes
Presents data such as id, leadid, and status, allowing management of meetings and their respective notes.
Lead Lifecycle
Includes fields such as lead_id, origin_stage, and destination_stage, tracking the evolution of leads through the funnel.
Lead Stages
Presents information such as id, active, and funnel_id, detailing the different stages a lead can go through.
Leads
Contains data such as id, closing_forecast_date, and cnpj, providing a detailed profile of leads and their status in the funnel.
Discarded Leads
Includes information about leads that have been discarded, with fields such as lead_id and discard_date, allowing analysis of losses.
Leads: Custom Fields
Presents custom fields associated with leads, allowing for more detailed analysis tailored to specific needs.
Leads: Contacts
Includes information about contacts associated with leads, with fields such as contacts_id and email, facilitating communication.
Leads: Pain Points
Presents the main pain points identified in leads, allowing for a more effective approach in sales strategies.
Lead Qualifications
Includes information about the lead such as id, description, and status, allowing for detailed analysis of qualifications and conversion potential.
Calls
Records details of calls made, including id, lead_id, status, and date, facilitating tracking of interactions with leads.
Markets
Provides information about different markets, including id and name, allowing segmentation and analysis of leads by sector.
Sales Opportunities
Contains data on opportunities, including id, lead_id, and value, essential for assessing sales potential and prioritizing leads.
Sources and Sub-sources
Presents information about lead sources, including id and name, helping to understand where leads come from and their effectiveness.
Sales Development Representatives (SDRs)
Includes data on sales development representatives, such as id, name, and email, allowing for management and analysis of sales team performance.
Sales Representatives
Contains information about sales representatives, including id, name, and email, essential for managing the sales team and their interactions with leads.
With Exact Sales pipelines like Leads, Sales Opportunities, and Lead Lifecycle flowing into Alteryx, managers can build dynamic views of their entire sales funnel. You can cross-reference appointment activity with opportunity value to see which meetings drive revenue, or analyze lead stage transitions to spot where prospects lose momentum. These insights help sales leaders prioritize high-value leads and refine outreach strategies based on actual engagement data.
Operations teams can also combine Calls and Activities data to measure follow-up speed and identify top-performing sales development representatives. This turns raw CRM information into clear visual stories that guide daily decisions and long-term planning.
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How to create Exact Sales dashboards in Alteryx
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Exact Sales to Kondado
Log into Kondado and add Exact Sales as a new data source by entering your account credentials. This establishes the direct integration and lets you browse all 17 available pipelines.
2
Choose Alteryx Destination
Select Alteryx from the destination list and choose the Exact Sales pipelines you want to replicate. You can pick specific objects like Leads, Calls, or Sales Opportunities to bring into your workflow.
3
Create Dashboards and Schedule Refresh
Open Alteryx to create visualizations using your replicated Exact Sales fields, then return to Kondado to set an automated refresh schedule. This keeps your reports updated automatically so your team always sees the latest sales metrics.
Try out all the features for free for 14 days
Access Exact Sales data in Alteryx 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!
Answers about visualizing Exact Sales data in Alteryx automatically
How do I connect Exact Sales to Alteryx using Kondado?▼
Start by adding Exact Sales as a data source in your Kondado account and enter your credentials. Then choose Alteryx as the destination, select the pipelines you want to replicate, and set your preferred update schedule. Kondado handles the transfer so your fields appear in Alteryx without manual exports.
What kind of dashboards can I build with Exact Sales data in Alteryx?▼
You can create custom dashboards that track lead funnel progression, sales opportunity value, and team activity metrics. For example, combine the Lead Lifecycle pipeline with Sales Opportunities to visualize conversion rates between stages and forecast revenue by rep or market segment.
How often does Exact Sales data update in Alteryx?▼
Kondado replicates data on a configurable schedule, with options ranging from every five minutes to daily updates. You choose the frequency that matches your business rhythm, whether you need near-real-time visibility for fast-paced sales floors or hourly summaries for management reviews.
Which Exact Sales KPIs should I track in Alteryx?▼
Focus on lead stage conversion rates, average time spent in each funnel step, and opportunity win rates by sales representative. You can also monitor discarded lead reasons and source effectiveness using the Sources and Sub-sources pipeline to optimize your marketing spend.
Are there default dashboards included for Exact Sales in Alteryx?▼
Kondado delivers structured data directly to Alteryx so you can design custom visualizations that match your sales process. You have full control to build reports around your own KPIs using the 17 pipelines and 194 fields available, ensuring every chart reflects your business priorities.
Can I share Exact Sales dashboards with my team in Alteryx?▼
Yes, once you build your dashboards in Alteryx, you can publish and share them with stakeholders across your organization. This keeps marketing, operations, and leadership aligned on pipeline health and sales performance without anyone needing to log into Exact Sales directly.
Do I need technical skills to replicate Exact Sales data into Alteryx?▼
No coding is required to set up the connection or manage your pipelines. Kondado’s no-code interface lets business users configure the data source, select fields, and start replicating information in just a few clicks.
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