How do I connect Exact Sales to IBM Cognos Analytics using Kondado?

Start by adding Exact Sales as a new data source inside your Kondado account and enter your credentials. Then choose IBM Cognos Analytics as the destination, pick the pipelines you want to replicate, and define your refresh schedule. The connection runs through Kondado directly, so you do not need to manage any intermediate database or complex technical setup.

What dashboards can I build with Exact Sales data in IBM Cognos Analytics?

You can build custom reports that track lead funnel progression, monitor sales team activity, and analyze opportunity values over time. Many teams create visual summaries of appointment outcomes, discarded lead reasons, and lead source performance to guide weekly sales and marketing meetings. These dashboards turn CRM activity into clear charts that help managers decide where to focus team efforts.

How frequently can I update Exact Sales data in my IBM Cognos Analytics reports?

Kondado lets you configure an automated refresh schedule based on your business needs, with options ranging from every five minutes to daily updates. This means your IBM Cognos Analytics reports can stay current with your latest lead interactions, opportunity changes, and sales rep activities without manual exports. You control the frequency and can adjust it anytime as your reporting requirements evolve.

Which KPIs should I track when visualizing Exact Sales in IBM Cognos Analytics?

Focus on metrics that drive revenue decisions, such as lead conversion rates by stage, average opportunity value, and appointment-to-close ratios. You can also monitor sales development representative activity, lead source effectiveness, and forecast accuracy by comparing closing forecast dates against actual results. These indicators help operations and commercial teams spot trends quickly and adjust priorities.

Do I need to start from scratch when building Exact Sales dashboards in IBM Cognos Analytics?

You design custom dashboards directly in IBM Cognos Analytics using the 17 pipelines and 194 fields available from Exact Sales . This means every report reflects your unique sales process, funnel stages, and team structure rather than forcing your workflow into a generic layout. Business users can organize the exact metrics leadership cares about, from lead conversion to opportunity value, into clear visual reports that answer specific operational questions.

Can I share Exact Sales dashboards with colleagues who use other BI tools?

Yes, once your data is in IBM Cognos Analytics, you can distribute reports and dashboards to stakeholders through the platform’s built-in sharing features. If some team members prefer other environments, Kondado can also replicate the same Exact Sales data to Power BI , Looker Studio , or Google Sheets so everyone works from consistent information.

Do I need technical skills or a database to connect Exact Sales with IBM Cognos Analytics?

No specialized technical knowledge or separate database is required because Kondado handles the connection directly between Exact Sales and IBM Cognos Analytics. The setup is designed for business users, so marketing and operations teams can configure pipelines and start building reports without relying on developers or IT support.

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Visualize Exact Sales in IBM Cognos Analytics

Kondado offers a direct way to send Exact Sales data into IBM Cognos Analytics without technical complexity or intermediate databases. You simply select which pipelines you want to replicate from your CRM, define how often the data should refresh, and start building reports that help your sales and marketing teams close more deals faster.

With your Exact Sales information flowing directly into IBM Cognos Analytics, business users can easily track lead progression through the funnel, measure appointment outcomes, and monitor sales representative performance from a single, unified view. These clear visual insights replace manual spreadsheet work and support faster, more confident daily decisions across marketing, operations, and commercial teams.

Kondado connects Exact Sales to IBM Cognos Analytics through a direct integration, letting business users replicate 17 pipelines with 194 fields on a configurable schedule and build custom reports without writing code.

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

By bringing Exact Sales pipelines such as Leads, Appointments, and Sales Opportunities directly into IBM Cognos Analytics, you can create dynamic reports that reveal exactly where prospects stand in your funnel and which meetings are driving actual revenue. Sales managers can compare closing forecast dates against actual outcomes, while marketing teams analyze which lead sources and sub-sources produce the highest value opportunities.

This powerful combination helps you spot bottlenecks in the sales process, prioritize daily follow-ups more effectively, and allocate team resources toward the activities that consistently generate the best results.

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Exact Sales data available in IBM Cognos Analytics

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 IBM Cognos Analytics

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

Add Exact Sales data source

Log into Kondado and add Exact Sales as a data source by entering your account credentials and authorizing access. Choose the pipelines you want to replicate, such as Leads, Calls, or Sales Opportunities, so the right CRM information becomes available for reporting.

Choose IBM Cognos Analytics

Select IBM Cognos Analytics as your destination and let Kondado establish the direct integration without any intermediate storage or manual file uploads. This routes your selected Exact Sales pipelines straight into the BI environment where your team already works.

Configure dashboards and refresh

Use IBM Cognos Analytics to create custom reports and dashboards that visualize lead stages, appointment activity, and opportunity values. Then set your automated refresh schedule in Kondado to keep those reports updated on a configurable schedule, whether every fifteen minutes or once per day.