You can visualize Exact Sales data in Microstrategy by using Kondado to replicate your sales engagement information directly into your preferred analytics environment. Kondado offers a direct connection that moves data from Exact Sales without requiring intermediate databases or technical setup. Business teams simply choose which pipelines to activate, select their update schedule, and start building reports in Microstrategy that reflect their actual sales operations.
Kondado connects Exact Sales to Microstrategy through a direct connection, giving business users access to 17 pipelines and 194 fields including Leads, Sales Opportunities, and Lead Lifecycle data for comprehensive sales analytics.
Marketing and operations teams gain immediate visibility into lead generation, funnel progression, and team performance without writing any code. With automated updates on a configurable schedule, your Microstrategy reports stay current so you can make faster decisions about resource allocation and sales strategy.
Each item below is automatically replicated by Kondado from Exact Sales into Microstrategy — 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.
By bringing Exact Sales information into Microstrategy, managers can combine Leads data with Sales Opportunities to identify which prospects are most likely to convert and prioritize outreach accordingly. The Lead Lifecycle pipeline reveals how prospects move between stages, helping teams spot bottlenecks in their sales engagement process before they impact revenue. Meanwhile, tracking Calls and Appointments alongside Sales Development Representatives performance makes it simple to measure daily activity levels, balance team workloads, and optimize commercial management without any manual spreadsheet work.
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How to create Exact Sales dashboards in Microstrategy
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Exact Sales Data Source
Log in to Kondado and add Exact Sales as a new data source by entering your account credentials and authorizing access. Choose from the 17 available pipelines such as Leads, Sales Opportunities, and Lead Lifecycle to define which sales data you want to bring into your reports.
2
Choose Microstrategy Destination
Select Microstrategy as your destination to establish a direct connection that delivers your chosen Exact Sales data straight to your analytics environment. This route sends information directly where you need it for immediate visualization and reporting.
3
Build Dashboards and Configure Refresh
Open Microstrategy to create custom dashboards using your replicated Exact Sales fields, then return to Kondado to set your preferred refresh schedule. You can configure automated updates to run every 5 minutes, hourly, or daily, keeping your sales insights current without manual intervention.
Try out all the features for free for 14 days
Access Exact Sales data in Microstrategy 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!
Answers about visualizing Exact Sales data in Microstrategy automatically
How do I connect Exact Sales to Microstrategy using Kondado?▼
Start by adding Exact Sales as a data source in your Kondado account and authenticate with your credentials. Then select Microstrategy as your destination, choose the pipelines you want to replicate, and define your update schedule. Your chosen sales data will begin flowing to Microstrategy for immediate visualization.
What kind of dashboards can I build in Microstrategy with Exact Sales data?▼
You can build custom dashboards that track lead funnel progression, sales team productivity, and opportunity conversion rates. Many users create visualizations that combine Lead Qualifications with Discarded Leads to understand funnel quality and refine their outreach strategy. You can also segment reports by Markets or Sources and Sub-sources to see where your best leads originate.
How often does Exact Sales data update in Microstrategy?▼
You choose the update frequency based on your business needs, with options ranging from every 5 minutes to daily updates. This configurable schedule ensures your Microstrategy reports reflect recent sales activities without manual refreshes. You can adjust the timing anytime as your reporting requirements change.
Which KPIs should I track when visualizing Exact Sales in Microstrategy?▼
Focus on metrics like closing forecast accuracy from the Leads pipeline, total opportunity value from Sales Opportunities, and call volume from the Calls pipeline. Monitoring how leads move through different Lead Stages also helps managers identify where prospects slow down. These indicators give operations and marketing teams clear guidance for improving commercial performance.
Do I have to use a template to build Exact Sales dashboards in Microstrategy?▼
No, you build custom dashboards directly in Microstrategy using the Exact Sales fields you choose to replicate. Kondado delivers the raw data, and you decide how to visualize lead funnels, opportunity values, and team activity. This gives you complete control to design reports that match your unique commercial management process.
Can I share Exact Sales dashboards with my team in Microstrategy?▼
Yes, once your data is in Microstrategy, you can use the platform's built-in sharing features to distribute reports across your marketing, operations, and leadership teams. Colleagues can view the same current data and collaborate on decisions without needing access to Exact Sales directly. This keeps everyone aligned on sales priorities and performance goals.
Can I use Exact Sales data in Microstrategy and other analytics tools at the same time?▼
Yes, Kondado allows you to replicate your Exact Sales data to multiple destinations simultaneously. You can send information to Power BI, Looker Studio, Google Sheets, or BigQuery alongside Microstrategy without creating separate data sources for each tool. This makes it easy to maintain consistent sales metrics across all your business intelligence platforms.
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