How do I set up Exact Sales as a data source in Kondado?

Start by adding Exact Sales as a new data source in your Kondado account and enter your credentials. Once connected, you can browse the available pipelines and select the Exact Sales data you want to replicate into Pentaho. The setup requires no code and typically takes just a few minutes to complete.

What dashboards can I build in Pentaho with Exact Sales data?

You can create custom Pentaho reports that track lead funnel progression, sales opportunity values, and team activity metrics. Many teams build dashboards that combine Lead Lifecycle data with Calls and Sales Opportunities to visualize conversion paths and identify which stages need attention. These visualizations help managers allocate resources and forecast revenue with confidence.

How often does Exact Sales data update in Pentaho?

Kondado lets you choose a configurable schedule that fits your business rhythm, whether that means every 5 minutes, hourly, or daily. Once set, your Pentaho reports receive automated updates so your team always works with current information. You can adjust this frequency anytime as your reporting needs evolve.

Which KPIs should I track when visualizing Exact Sales in Pentaho?

Focus on metrics like lead stage advancement, opportunity win rates, call activity volume, and discarded lead reasons to understand funnel health. Comparing Lead Lifecycle trends against Sales Opportunities helps you spot delays in conversion and prioritize high-value deals. These indicators give operations and sales leaders actionable insights for daily management.

Do I need to start from scratch when building Exact Sales dashboards in Pentaho?

Kondado gives you access to 17 Exact Sales pipelines and 194 fields so you can design Pentaho dashboards around your specific sales workflow. You decide which data to include, from Lead Lifecycle to Sales Opportunities, and arrange visualizations that answer your exact business questions. This custom approach ensures every chart and metric reflects your unique process rather than a generic layout.

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

Yes, once you build your dashboards in Pentaho, you can share them with colleagues across marketing, operations, and executive teams. Your teammates can view the same replicated Exact Sales data and collaborate on decisions using a single source of visual truth. This keeps everyone aligned on sales performance without exporting files or sending manual updates.

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

Absolutely, Kondado allows you to replicate Exact Sales data to multiple destinations beyond Pentaho. You can send your data to Power BI , Looker Studio , Google Sheets , BigQuery , or PostgreSQL depending on where your team prefers to analyze information. This flexibility lets you maintain the same Exact Sales pipelines across different reporting environments.

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How to Visualize Exact Sales Data in Pentaho

Kondado makes it simple to turn your Exact Sales information into clear visual reports inside Pentaho. You choose Exact Sales as your data source, pick the pipelines you want to work with, and replicate that data directly into Pentaho without any intermediate databases or complex configuration. In minutes, your sales managers can explore lead funnels, opportunity values, and team activities through intuitive charts and graphs that support daily decision making.

Kondado connects Exact Sales to Pentaho through a Via Kondado connection that replicates 17 pipelines and 194 fields, keeping your sales reports updated on a configurable schedule without requiring code, spreadsheets, or intermediate databases.

This means marketing and operations teams at small and medium businesses can finally monitor lead progression, measure campaign results, and identify bottlenecks in the sales process using visual reports that stay current automatically. Instead of switching between platforms, you get a unified view of your Exact Sales metrics right where you analyze them.

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 with Pentaho, you can build reports that reveal how leads move through your funnel and where opportunities stand. For example, the Lead Lifecycle pipeline shows exactly how prospects advance between stages, while the Sales Opportunities pipeline displays deal values and priorities so managers know where to focus their attention. You can also use the Calls pipeline to measure interaction frequency and identify which sales activities actually drive conversions. When these datasets come together in Pentaho, leadership gains a complete picture of pipeline health, sales team effectiveness, and revenue potential without relying on manual spreadsheets or scattered notes.

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Exact Sales data available in Pentaho

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 Pentaho

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

Add Exact Sales as Your Data Source

In Kondado, choose Exact Sales from the data source library and enter your account credentials to establish the connection. You will immediately see all 17 available pipelines with 194 fields ready to replicate.

Choose Pentaho as Your Destination

Select Pentaho as the destination for your Exact Sales data and define which pipelines you want to send, such as Leads, Sales Opportunities, or Lead Lifecycle. Kondado handles the data delivery directly so your information flows straight into Pentaho without any middleman databases.

Create Reports and Set Refresh Schedule

Open Pentaho to build your visual reports using the replicated Exact Sales data, then return to Kondado to set your preferred update frequency. You can choose automated updates as often as every 5 minutes to keep your reports updated automatically without manual intervention.