How do I connect Exact Sales to Metabase using Kondado?

Log into Kondado and add Exact Sales as a new data source, then enter your credentials to authenticate. Next, pick Metabase as the destination and select the pipelines you want to replicate. Once saved, your chosen data flows in and you can start creating charts right away.

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

You can create custom dashboards that track lead funnel progression, sales rep performance, and opportunity value. Combine the Appointments, Activities, and Lead Qualifications pipelines to visualize meeting volume, task completion, and conversion readiness in one place.

How often does Exact Sales data update in Metabase?

You set the update frequency yourself, choosing intervals such as every 5 minutes, 15 minutes, hourly, or daily. This configurable schedule keeps your reports current while matching the pace of your sales operations.

Which Exact Sales KPIs should I track in Metabase?

Focus on metrics like lead stage movement, opportunity value, discard reasons, and sales rep activity rates. Monitoring these KPIs helps managers identify stalled deals, coach team members, and allocate budget toward the highest-performing sources.

Are there pre-built report templates for Exact Sales in Metabase?

Kondado does not offer pre-built report templates for this source, but you have complete freedom to design custom dashboards. Use the available pipelines to build reports that reflect your unique sales process and business goals.

Can I share Exact Sales dashboards with my team in Metabase?

Yes, once your dashboards are ready, you can share them with colleagues across sales, marketing, and operations. Everyone sees the same replicated data, which keeps conversations focused and decisions aligned.

Do I need technical skills to set up Exact Sales with Metabase?

No coding or database knowledge is required. The interface guides you through adding the data source, selecting pipelines, and choosing your refresh schedule so business users can work independently.

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

Absolutely. In addition to Metabase, you can send your data to Power BI , Looker Studio , Google Sheets , BigQuery , or PostgreSQL using the same simple setup.

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Visualize Exact Sales Data in Metabase

Kondado offers a direct connection that sends your Exact Sales information straight to Metabase without any intermediate database or complex setup. You simply choose Exact Sales as your data source, select the pipelines you need, and define how often the data should refresh. Within minutes, your sales metrics appear as visual cards and dashboards inside Metabase, ready for analysis by marketing, operations, and leadership teams.

Kondado connects Exact Sales to Metabase through a direct connection offering 17 pipelines and 194 fields, allowing teams to replicate data on a configurable schedule and build reports without any intermediate database.

With no coding required, business users can turn lead stages, sales opportunities, and call records into interactive charts that reveal where deals stall and which activities drive revenue. This visibility helps managers allocate resources wisely, prioritize high-value leads, and keep every department aligned around the same numbers.

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 Lead Lifecycle, Sales Opportunities, and Calls into Metabase, managers can trace how prospects move through each funnel stage while correlating outreach effort with closing potential. This helps identify which touchpoints actually advance deals.

Marketing and operations teams gain a shared view of lead origin, qualification status, and sales rep activity, making it easier to spot bottlenecks, adjust daily priorities, and forecast revenue with confidence. Teams can also monitor Discarded Leads and Lead Stages to refine targeting, reduce wasted effort, and improve conversion rates over time without switching between tools.

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Exact Sales data available in Metabase

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 Metabase

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

Add Exact Sales as Data Source

Log into Kondado and choose Exact Sales from the data source catalog, then enter your account credentials to authenticate. Select the pipelines you want to replicate, such as Leads, Calls, or Sales Opportunities.

Choose Metabase as Destination

Pick Metabase from the destination list so your replicated data lands directly inside your analytics environment. This creates a seamless path from your sales operations to your dashboards without manual exports.

Build Dashboards and Set Refresh

Open Metabase to create charts and reports using your Exact Sales fields, then return to Kondado to set your preferred update frequency. You can choose anything from every 5 minutes to daily, keeping your visualizations aligned with your business rhythm.