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.
Each item below is automatically replicated by Kondado from Exact Sales into Amazon Quicksight — 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 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.
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How to create Exact Sales dashboards in Amazon Quicksight
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Exact Sales
Log in to Kondado and add Exact Sales as a new data source, then enter your account credentials to authorize the connection. Choose which of the 17 available pipelines you want to replicate before moving to the next step.
2
Select Amazon Quicksight
Select Amazon Quicksight as your destination so Kondado knows where to send your Exact Sales information. You can also send data to Power BI, Looker Studio, or Google Sheets if your team uses multiple tools.
3
Configure Dashboard Refresh
Once your data appears in Amazon Quicksight, create visualizations that track leads, opportunities, and team performance. Set your update frequency in Kondado to keep your dashboards current on a configurable schedule.
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Answers about visualizing Exact Sales data in Amazon Quicksight automatically
How do I connect Exact Sales to Amazon Quicksight using Kondado?▼
Start by adding Exact Sales as a data source in your Kondado account, then authenticate with your Exact Sales credentials. Choose Amazon Quicksight as the destination and select which of the 17 available pipelines you want to replicate. Your data will begin flowing to Quicksight based on the update frequency you configure, without requiring any extra infrastructure.
What kind of dashboards can I build with Exact Sales data in Amazon Quicksight?▼
You can create views that track lead quality using the Lead Qualifications pipeline and monitor lost opportunities through Discarded Leads. Many teams build dashboards that combine Leads data with Lead Stages to see conversion patterns across the entire funnel. These custom visualizations help sales and marketing leaders spot bottlenecks and adjust tactics quickly.
How often does Exact Sales data update in Amazon Quicksight?▼
You control the refresh schedule and can set updates to run as frequently as every five minutes or choose longer intervals such as hourly or daily. This ensures your Amazon Quicksight dashboards reflect recent Exact Sales activity according to your business needs. There is no need to manually export information to keep your visualizations current.
What KPIs should I track when visualizing Exact Sales in Amazon Quicksight?▼
Common KPIs include lead conversion rate by stage, average time spent in each funnel phase, and opportunity value per sales representative. You can also track discarded lead reasons and pain point frequency using the Leads: Pain Points pipeline to refine your sales approach. Monitoring these metrics in Amazon Quicksight helps teams focus on the activities that actually accelerate revenue.
Do I need pre-built layouts to start visualizing Exact Sales data?▼
You do not need existing layouts to begin, since Kondado lets you build custom dashboards from the 17 available pipelines. You can design visualizations that match your exact sales methodology and commercial processes. This flexibility ensures your reports answer the specific questions your leadership team cares about most.
Can I share Exact Sales dashboards with my team in Amazon Quicksight?▼
Yes, once you build your dashboards in Amazon Quicksight, you can share them with colleagues across your organization. Sales managers, marketing directors, and operations leaders can all access the same updated views based on the data Kondado replicates from Exact Sales. This keeps every department aligned on funnel performance and revenue goals.
What Exact Sales information can I replicate to Amazon Quicksight?▼
Kondado offers 17 pipelines including Activities, Boxes, Leads: Contacts, Leads: Custom Fields, and Sales Development Representatives. You can choose which pipelines to activate based on the metrics and processes you want to visualize. This lets you focus your Amazon Quicksight analysis on the exact information that drives your commercial decisions.
Can I send Exact Sales data to other tools besides Amazon Quicksight?▼
Yes, Kondado lets you replicate Exact Sales data to multiple destinations. You can send your data to Power BI, Looker Studio, Google Sheets, or BigQuery depending on where your team prefers to work. This flexibility ensures your sales information is available in the visualization tool that fits your workflow.
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