Connect Exact Sales to Amazon Quicksight: Dashboards in Minutes
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Visualize Exact Sales Data in Amazon Quicksight
You can visualize Exact Sales data in Amazon Quicksight by connecting the CRM through Kondado, which uses a Via Kondado connection to link both services directly without intermediate databases or complex technical setup. Business teams simply select Exact Sales as their data source, choose Amazon Quicksight as the destination, and decide which of the 17 available pipelines to activate for their analysis. Kondado replicates your selected data on a configurable schedule, so your dashboards stay updated automatically as your sales team works leads, manages appointments, and closes opportunities.
This means marketing and operations teams can monitor funnel performance, track representative activity, and identify revenue trends using familiar visual tools that turn complex CRM information into clear charts. With near-real-time visibility into the Exact Sales funnel, managers can make faster decisions about resource allocation and deal prioritization based on updated data flowing into their Amazon Quicksight reports.
Kondado connects Exact Sales to Amazon Quicksight using a Via Kondado connection, giving business users access to 17 pipelines and 194 fields replicated on a configurable schedule to keep dashboards current automatically.
Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required
With Amazon Quicksight, you can combine Exact Sales pipelines such as Lead Lifecycle, Sales Opportunities, and Calls to build comprehensive views of your commercial operation. Tracking how leads move between stages while correlating call activity with opportunity value helps sales leaders understand which interactions actually drive revenue and where deals stall. Marketing teams can also analyze Sources and Sub-sources to see which channels deliver prospects that advance through the funnel, making campaign budget decisions clearer and faster. By bringing these Exact Sales datasets together in one visual environment, your team can focus on acting quickly upon insights that improve base activation and revenue growth.
Try out all the features for free for 14 days
Exact Sales data available in Amazon Quicksight
Available integrations
| Integration | Description |
|---|---|
| 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. |
Try out all the features for free for 14 days
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