How do I set up the Exact Sales connection to Power BI?

Begin by adding Exact Sales as a data source in your Kondado account and authenticate with your Exact Spotter credentials. Then select Power BI as your destination and choose which pipelines to replicate, such as Leads or Sales Opportunities.

What sales KPIs can I track in Power BI with Exact Sales data?

You can monitor lead conversion rates by analyzing Lead Lifecycle and Lead Stages data, track sales team productivity using the SDRs and Sales Representatives pipelines, and measure pipeline velocity by combining Appointments with Sales Opportunities information.

How often does Exact Sales data update in my Power BI reports?

You configure the update frequency based on your business needs, choosing intervals from every 5 minutes to daily updates. This keeps your sales dashboards current without manual data exports or spreadsheet maintenance.

Can I build a lead scoring dashboard in Power BI with this data?

Yes, combine Lead Qualifications with Leads: Custom Fields and Leads: Pain Points data to create weighted scoring models. Visualize which lead characteristics correlate with closed deals to prioritize your sales outreach effectively.

Is there a pre-built Exact Sales Power BI template available?

Kondado does not offer pre-built report templates for Exact Sales, allowing you to build custom dashboards tailored to your specific sales process. Create visualizations that match your unique funnel stages, team structure, and business metrics.

How can I share Exact Sales dashboards with my team?

Once your data flows to Power BI , use Power BI's native sharing features to distribute reports to stakeholders. Your teammates can view updated sales metrics without needing access to Exact Spotter or Kondado.

What specific Exact Sales data can I visualize in Power BI?

You can replicate 17 different pipelines including Activities, Calls, Boxes, Markets, and Sources and Sub-sources. This covers your complete sales engagement data from initial lead capture through final opportunity closing.

Can I combine Exact Sales data with other sources in Power BI?

Absolutely, replicate data from additional sources like Google Sheets or PostgreSQL into the same Power BI workspace. Blend your sales engagement metrics with marketing or financial data for comprehensive business analysis.

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Visualize Exact Sales Data in Power BI

Kondado connects your Exact Sales account directly to Power BI, eliminating the need for technical setup or complex configuration. Business users can easily replicate their sales engagement data from Exact Spotter and transform it into interactive visualizations that track leads, appointments, and team performance. Simply select which data pipelines you need, and your information flows into Power BI ready for analysis.

This connection works through a direct integration that requires no intermediate databases or coding knowledge. You maintain complete control over which sales data to replicate and how frequently it updates, ensuring your reports always reflect current business conditions. Marketing and sales teams can finally spend time analyzing insights rather than manually exporting spreadsheets.

Kondado provides a direct integration between Exact Sales and Power BI, replicating 17 data pipelines including Leads, Appointments, and Sales Opportunities on a configurable schedule to enable automated sales reporting without coding or intermediate databases.

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

With your Exact Sales data flowing into Power BI, you can analyze Lead Lifecycle transitions alongside Calls data to identify which touchpoints convert prospects faster. Combine Sales Opportunities with Lead Stages information to forecast revenue accurately and spot bottlenecks in your funnel before they impact quarterly targets.

Marketing and sales teams gain immediate clarity by visualizing Appointments scheduled against Discarded Leads trends, helping optimize outreach timing and refine qualification criteria. These actionable insights drive smarter decisions about resource allocation, sales strategy adjustments, and team performance improvements.

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Exact Sales data available in Power BI

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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