Dashboards in minutes

Connect Exact Sales to Geckoboard: Dashboards in Minutes

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Connect Exact Sales to Geckoboard

Kondado lets you connect your Exact Sales account and send data directly to Geckoboard without any technical setup or intermediate database. You choose which data you want to replicate from your CRM, set an update schedule that fits your operations, and build visual reports that help your team track sales performance at a glance. It is a no-code solution designed for business users who need clear insights without waiting on developers or analysts.

17
available pipelines
194
extractable fields
  • No code, no spreadsheets
  • Auto-refreshed data
  • 14-day free trial

Try out all the features for free for 14 days

Kondado connects Exact Sales to Geckoboard directly, allowing you to replicate 17 data pipelines covering 194 fields on a configurable schedule so teams can build up-to-date visual reports without coding or intermediate databases.

With this connection, marketing and operations teams can monitor lead progression, appointment volumes, and sales rep activity directly on a Geckoboard dashboard, making it easier to spot trends and act quickly.

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

Try out all the features for free for 14 days

Available data

Exact Sales data available in Geckoboard

Each item below is automatically replicated by Kondado from Exact Sales into Geckoboard — 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.

Try out all the features for free for 14 days

With the Exact Sales and Geckoboard combination, managers can turn complex sales engagement data into simple visual indicators that drive daily decisions. For example, by visualizing the Appointments and Lead Lifecycle pipelines, you can see how many meetings are scheduled and how leads move through each funnel stage without opening your CRM. You can also combine the Sales Opportunities pipeline with activity metrics to correlate outreach effort with pipeline value, helping you identify which actions actually generate revenue.

This makes it easy for operations and marketing teams to spot bottlenecks, adjust campaigns, and prioritize high-value leads based on fresh data displayed on wall-mounted displays and desktop monitors.

Try out all the features for free for 14 days

How to create Exact Sales dashboards in Geckoboard

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

1
Connect Exact Sales on Kondado

In Kondado, choose Exact Sales from the data source list and authenticate your account to establish the connection. This unlocks the 17 available pipelines so you can pick the exact information you want to send.

2
Select Geckoboard as destination

Set Geckoboard as your destination within Kondado to enable a direct flow of data between your CRM and visualization tool. You can also send the same data to Google Sheets or Power BI if your team uses multiple reporting tools.

3
Build dashboards and schedule updates

In Geckoboard, use the replicated data to create custom widgets and reports that track leads, appointments, and sales opportunities. Return to Kondado to choose a refresh interval such as every 15 minutes or hourly so your dashboards stay current.

Access Exact Sales data in Geckoboard 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!

Visualize Exact Sales data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

Hundreds of data-driven companies trust Kondado
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Frequently Asked Questions (FAQ)

Answers about visualizing Exact Sales data in Geckoboard automatically

How do I connect Exact Sales to Geckoboard using Kondado?
In Kondado, choose Exact Sales from the data source list and authenticate your account to establish the connection. This unlocks the 17 available pipelines so you can pick the exact information you want to send. Within minutes, your selected data becomes available to build widgets and dashboards in Geckoboard.
What KPIs can I track by visualizing Exact Sales data in Geckoboard?
You can track lead conversion rates by funnel stage using the Lead Lifecycle pipeline, monitor sales team productivity with the Sales Representatives and Calls pipelines, and measure pipeline health through Sales Opportunities values. Geckoboard lets you display these metrics as number widgets, line charts, or leaderboards so your team stays focused on revenue goals.
How often does Exact Sales data update in Geckoboard?
Kondado lets you decide how frequently your data refreshes, offering intervals from every five minutes up to once per day. After you set your preference, Kondado automatically replicates the selected Exact Sales pipelines and refreshes your Geckoboard widgets accordingly.
Can I build a lead source performance dashboard with Exact Sales and Geckoboard?
Yes, by using the Sources and Sub-sources pipeline alongside the Leads pipeline, you can create a custom dashboard that shows which channels bring in the most qualified prospects. Add conversion data from Lead Qualifications to see not just volume, but also which sources produce leads that move through the funnel.
Does Kondado offer ready-made Exact Sales dashboards for Geckoboard?
Kondado focuses on giving you full control over your data, so you design your own custom dashboards in Geckoboard using the exact fields and pipelines that match your sales process. This flexibility lets you build reports that reflect the way your team actually works, rather than adapting to a generic layout.
How can I share Exact Sales dashboards with my team in Geckoboard?
Geckoboard allows you to share dashboards via public links, private email invites, or by displaying them on wall-mounted displays for full team visibility. This keeps everyone from SDRs to sales managers aligned on daily targets and funnel progress without needing to log into the CRM.
Can I send Exact Sales data to other tools besides Geckoboard?
Yes, Kondado lets you replicate Exact Sales data to multiple destinations, including Power BI, Looker Studio, Google Sheets, and BigQuery. You can run different schedules for each destination to support both executive dashboards and detailed spreadsheet analysis.

Try out all the features for free for 14 days