How do I connect Exact Sales to Cortex using Kondado?

Start by adding Exact Sales as a data source in your Kondado account and enter your API credentials. Then choose Cortex as your destination and select which information you want to replicate. The Via Kondado connection eliminates the need for any intermediate database or manual configuration, so you can begin visualizing quickly.

What kind of custom reports can I build with Exact Sales data in Cortex?

You can create reports that monitor lead funnel progression, sales rep productivity, and opportunity values from your Exact Sales account. Many teams visualize appointment completion rates, lead stage transitions, and source effectiveness to identify what drives revenue. These custom reports turn complex CRM information into clear charts that support daily decision-making.

How often does Exact Sales data update in Cortex reports?

You can configure automated updates to run every 5 minutes, 15 minutes, hourly, or daily depending on how frequently your team needs refreshed numbers. Once set, Kondado keeps your Cortex visualizations current without requiring manual exports or spreadsheet work. Adjust the schedule anytime to match seasonal campaigns or reporting cycles.

Which KPIs should I track when visualizing Exact Sales data in Cortex?

Focus on lead qualification rates, sales cycle duration, opportunity conversion rates, and rep activity levels to understand team performance. Monitoring discarded leads alongside active pipeline value also reveals funnel health and potential process improvements. These metrics help sales and marketing leaders allocate resources toward the highest-impact activities.

Can I share Exact Sales reports with my team in Cortex?

Yes, Cortex allows you to distribute reports across your sales, marketing, and operations teams so everyone views the same numbers. Shared reports ensure stakeholders align on lead priorities, forecast discussions, and campaign results. This collaborative visibility reduces miscommunication and accelerates decision-making.

Do I need technical skills or a database to connect Exact Sales to Cortex?

No coding or separate database is required because Kondado manages the replication through a direct Via Kondado connection. Business users can set up the entire flow by selecting Exact Sales as their data source and Cortex as the destination within a simple interface. The setup is designed for marketing and operations teams without technical backgrounds.

Can I use my Exact Sales data in other visualization tools besides Cortex?

Yes, Kondado enables you to send Exact Sales data to multiple analytics destinations without reconfiguring your source. If your team also works with Power BI , Looker Studio , or Google Sheets , you can route information there using the same credentials. This flexibility lets different departments choose the best tool for their reporting needs.

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How to Visualize Exact Sales Data in Cortex

You can visualize Exact Sales data in Cortex by connecting your CRM through Kondado in just a few simple clicks. Our platform replicates your sales and marketing information on a configurable schedule, so your dashboards always reflect the latest lead activity, appointment updates, and opportunity changes without any manual work. Simply choose Exact Sales as your data source, select Cortex as your destination, and define which information you want to bring into your reports.

With your Exact Sales data flowing into Cortex, business teams can track funnel evolution, measure sales engagement, and identify revenue opportunities directly from their visualizations. Marketing and operations leaders gain a unified view of lead sources, qualification stages, and sales rep performance to make faster, more confident decisions every day.

Kondado provides a direct connection between Exact Sales and Cortex through a Via Kondado setup, eliminating intermediate databases and complex configuration while delivering 17 pipelines and 194 fields for complete sales visibility.

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

When you replicate Exact Sales data into Cortex, you combine sales engagement metrics with powerful visualization capabilities to uncover actionable insights. For example, you can analyze the Leads pipeline alongside the Lead Lifecycle pipeline to see exactly how prospects move through each funnel stage and where conversions accelerate or stall. Adding the Sales Opportunities pipeline lets you correlate pipeline value with rep activity, giving managers a clear picture of forecast accuracy and team productivity. These combined insights help marketing and sales leaders refine outreach strategies, prioritize high-value accounts, and optimize resource allocation without relying on technical teams.

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Exact Sales data available in Cortex

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 Cortex

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

Add Exact Sales as Data Source

Log into Kondado and select Exact Sales from the available data sources, then enter your API credentials to establish the connection. Choose which information you want to replicate before moving to the next step.

Choose Cortex as Destination

Select Cortex from your destination options so your sales and marketing data flows directly into your visualization environment. No intermediate database or manual file transfer is needed.

Build Dashboards and Set Refresh

Create custom reports in Cortex using your replicated Exact Sales data, then define an automated refresh schedule to keep visualizations current. If you ever want to expand your reporting, the same Exact Sales configuration can also feed destinations like Google Sheets or BigQuery.