How do I set up Exact Sales as a data source for BIMachine?

In Kondado, add Exact Sales as a new data source and enter your account credentials to establish the connection. Next, pick BIMachine as the destination and choose which pipelines to replicate from the 17 available options. The Via Kondado connection method means you do not need to configure any external database or write code to start sending data.

What kind of dashboards can I build with Exact Sales data in BIMachine?

You can build custom dashboards that track lead funnel progression, sales team activity, and opportunity values over time. Many users create visual reports that combine Activities and Boxes data to understand meeting outcomes and task completion rates. Others use Leads: Pain Points and Markets to segment prospects by industry challenge and prioritize outreach accordingly.

How often does Exact Sales data update in BIMachine?

Kondado lets you decide how frequently your Exact Sales information refreshes inside BIMachine, choosing intervals from every 5 minutes up to once per day. This means your sales and marketing teams can view updated lead stages, call records, and opportunity values on a rhythm that matches your operation. Set it once, and your dashboards continue to receive fresh data without manual work.

Which KPIs should I track when visualizing Exact Sales in BIMachine?

Focus on metrics such as lead stage conversion rates, opportunity values per sales representative, and task completion rates. Tracking Leads: Custom Fields alongside Lead Stages helps you analyze how specific attributes influence progression through your funnel. You can also monitor SDR and Sales Representatives performance by visualizing individual activity volumes and outcomes in BIMachine.

Can I design my own dashboards for Exact Sales in BIMachine?

Yes, Kondado delivers all your CRM information so you can build fully personalized dashboards in BIMachine from scratch. You can combine pipelines such as Leads, Leads: Contacts, and Lead Qualifications to create views that match your internal sales methodology. This flexibility means every chart, filter, and metric serves a specific question your team wants to answer.

How do I share Exact Sales dashboards with my team in BIMachine?

Once your dashboards are ready in BIMachine, you can share them through the platform's built-in sharing features so stakeholders always see the same updated numbers. Managers can distribute reports to marketing, sales, and leadership without sending manual spreadsheet exports. This keeps every department aligned around a single source of truth for CRM performance.

Can I send Exact Sales data to other tools besides BIMachine?

Yes, Kondado allows you to replicate Exact Sales data to multiple destinations. You can send your data to Power BI , Looker Studio , Google Sheets , or BigQuery , as well as to MySQL, Excel, Redshift, SQL Server, and Amazon S3. This flexibility lets you use the same Exact Sales pipelines across different reporting tools in your company.

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Visualize Exact Sales Data in BIMachine with Kondado

You can visualize your Exact Sales CRM data in BIMachine by connecting your account through Kondado. Our platform replicates your sales, lead, and activity data on a configurable schedule directly into BIMachine, so your marketing and operations teams always have fresh information for daily decision-making. With no intermediate databases and no complex setup required, business users can build custom reports that track funnel performance, team productivity, and revenue opportunities without any technical expertise.

Once connected, Kondado keeps your information updated on your chosen schedule while you focus on analyzing results. Whether you manage an agency or a growing SMB, turning raw CRM information into clear visual data helps you identify bottlenecks faster and align your commercial strategy with actual outcomes.

Kondado offers a direct integration between Exact Sales and BIMachine with 17 available pipelines covering 194 fields, enabling near-real-time sales analytics on a configurable schedule.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

With the Exact Sales to BIMachine connection, you can combine 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 values gives managers clear visibility into what drives conversions and where deals stall.

Marketing teams can analyze lead origin information to measure campaign quality and refine audience targeting, while sales leaders monitor appointment and qualification records to prioritize high-potential prospects. These combined insights turn scattered CRM records into unified reports that support faster, more confident business decisions.

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Exact Sales data available in BIMachine

available pipelines

194

extractable fields

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.

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.

See all available data →

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How to create Exact Sales dashboards in BIMachine

Visualize your data automatically — no spreadsheet exports or custom scripts.

Add Exact Sales data source

Log in to Kondado and add Exact Sales as a new data source by entering your account credentials. This establishes the Via Kondado connection and lets you browse the 17 available pipelines.

Choose BIMachine destination

Select BIMachine as your destination to send your replicated CRM data directly into the visualization platform. If your team uses multiple tools, you can also route the same Exact Sales information to Power BI or Looker Studio from the same data source.

Build dashboards and set refresh

Inside BIMachine, use the replicated Exact Sales pipelines to create charts and reports that track your funnel, team activity, and revenue goals. Then set your preferred refresh interval in Kondado, choosing from every 5 minutes to daily updates, to keep your visualizations current without extra work.