Connect Exact Sales to Looker: Dashboards in Minutes

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Exact Sales
Looker

How to Visualize Exact Sales Data in Looker

Kondado makes it simple to visualize Exact Sales data in Looker without intermediate databases or complex setup. You start by connecting Exact Sales as your data source, then select Looker as your destination. From there, you choose the pipelines that matter most to your business, such as Leads, Appointments, or Sales Opportunities. Your information replicates on a configurable schedule, ranging from every five minutes to daily updates, so your dashboards reflect the latest activity without manual work.

With an intuitive, no-code setup, business users, marketing teams, and operations managers can build reports that reveal funnel bottlenecks, lead quality trends, and revenue potential. Instead of switching between platforms, you get a unified view of your sales engagement data in Looker, making it easy to act on insights and align your teams around what drives results.

Kondado provides a direct connection between Exact Sales and Looker, offering 17 pipelines and 194 fields that empower you to track leads, appointments, sales opportunities, and team performance without writing any code.

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

By combining Exact Sales pipelines in Looker, you can explore how leads move through your funnel and where deals stall before they close. For example, blending the Lead Lifecycle pipeline with Sales Opportunities helps you spot which stages consistently convert into revenue and which require immediate attention. You can also pair Appointments and Calls data to measure sales rep engagement, identify peak contact windows, and refine outreach cadence. These connected insights help managers allocate resources wisely, prioritize high-potential leads, and accelerate pipeline velocity without waiting on technical teams.

Try out all the features for free for 14 days

Exact Sales data available in Looker

17
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.

Try out all the features for free for 14 days

How to create Exact Sales dashboards in Looker

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

1
Connect Exact Sales Data Source

In Kondado, add Exact Sales as a data source and authenticate your account to establish the link. Choose the Via Kondado option to enable a direct flow into your destination.

2
Select Looker as Destination

Select Looker as your destination so Kondado knows where to send your replicated data. This creates the direct path for your chosen pipelines to become available for visualization.

3
Configure Refresh and Build Dashboards

Pick the Exact Sales pipelines you need, set your preferred refresh schedule, and start building dashboards in Looker. You can track leads, appointments, and opportunities while keeping reports updated automatically.

Access Exact Sales data in Looker 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 Looker automatically

How do I set up the Exact Sales to Looker connection in Kondado?
In Kondado, you add Exact Sales as a data source using the Via Kondado option, then authenticate with your account credentials. After that, you select Looker as the destination and pick the pipelines you need. Your chosen data then flows straight into Looker on the schedule you configure, ready for visualization.
What dashboards can I build with Exact Sales data in Looker?
You can create dashboards that monitor lead progression, sales rep activity, and opportunity value over time. For instance, combining Lead Lifecycle with Discarded Leads helps you analyze dropout points, while Calls and Appointments data supports activity-based coaching reports.
Can I automate Exact Sales data refreshes in Looker?
Yes, Kondado lets you set an automated refresh cycle that fits your workflow, with choices such as every five minutes, hourly, or daily. Once scheduled, your dashboards stay current automatically, eliminating the need to manually check or export data before meetings.
Which KPIs should I track when visualizing Exact Sales in Looker?
Focus on metrics such as lead-to-opportunity conversion rate, average time spent in each funnel stage, sales rep contact activity, and pipeline value by market segment. Tracking these indicators helps you identify coaching opportunities and prioritize the leads most likely to close.
Do I get ready-made dashboards when connecting Exact Sales to Looker?
Kondado focuses on giving you complete control over your data, so you build custom dashboards in Looker from scratch using the exact pipelines you select. This means every chart and metric reflects your specific sales process and KPIs, tailored to how your team actually works.
Can I share Exact Sales dashboards with my team in Looker?
Yes, once your data is in Looker, you can use Looker’s built-in sharing features to distribute reports across departments. Whether your marketing team needs lead source analysis or your operations group monitors sales rep performance, everyone accesses the same unified numbers.
Can I send Exact Sales data to other tools besides Looker?
Absolutely. If your team also works with Power BI, Google Sheets, or BigQuery, you can replicate the same pipelines to those destinations as well. This lets you maintain consistent metrics across different platforms without reconfiguring your source.

Try out all the features for free for 14 days