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

Start by selecting Exact Sales from the data source catalog inside Kondado and enter your account credentials. Once authenticated, you will see all available pipelines and can pick the ones that matter for your reporting. Business users can complete the setup in just a few clicks, then move on to choosing their refresh schedule.

What dashboards can I build with Exact Sales data in Qlik Cloud Analytics?

You can build custom dashboards that track lead conversion rates, sales opportunity values, appointment volumes, and team productivity. Many users create funnel evolution views using the Lead Lifecycle and Lead Stages pipelines, while others monitor SDR and Sales Representative performance side by side. Qlik Cloud Analytics makes it easy to filter by market, source, or time period for targeted insights.

How often does Exact Sales data update in Qlik Cloud Analytics?

You choose the refresh cadence during setup, with options ranging from every five minutes to daily updates. This configurable schedule ensures your dashboards reflect recent sales activity without overwhelming your workflow. You can adjust the frequency anytime as your reporting needs change.

Which KPIs should I track when visualizing Exact Sales in Qlik Cloud Analytics?

Focus on metrics that drive revenue decisions, such as leads by stage, opportunity value per sales rep, calls to appointment ratios, and discarded lead reasons. The Calls and Appointments pipelines help measure outreach efficiency, while Sales Opportunities shows where to prioritize follow-ups. Tracking these numbers helps managers allocate resources and improve conversion.

Can I build custom dashboards for Exact Sales in Qlik Cloud Analytics?

Yes, you have full flexibility to design views that match your unique sales process using any of the 17 available pipelines. Create charts that track lead progression, opportunity value, or team productivity for leadership, marketing, or operations. Every metric and filter can be tailored to answer your specific business questions.

How do I share Exact Sales dashboards with my team in Qlik Cloud Analytics?

Once your dashboards are ready inside Qlik Cloud Analytics, you can use the platform's built-in sharing features to distribute them to stakeholders. Colleagues can view the latest lead and opportunity trends without needing access to Kondado or Exact Sales directly. This keeps everyone aligned on sales goals using data refreshed on your configured schedule.

Can I send Exact Sales data to other tools besides Qlik Cloud Analytics?

Yes, Kondado supports multiple destinations, so you can replicate the same Exact Sales data to Power BI , Looker Studio , Google Sheets , BigQuery , or PostgreSQL . This is useful when different departments prefer their own analytics environments. You maintain the same configurable schedule across all destinations.

Connect Exact Sales to Qlik Cloud Analytics: Dashboards in Minutes

Get started for free

No credit card required | 14 days | 10 million records | 30 pipelines

or sign up with your email

By signing up, you agree to Kondado’s Terms of service and Privacy policy

Visualize Exact Sales Data in Qlik Cloud Analytics

Kondado lets you connect your Exact Sales account to Qlik Cloud Analytics without writing any code or managing complex setups. You choose which information to replicate and set the update frequency that fits your business rhythm, whether that is every few minutes or once a day. From there, your team can build interactive dashboards that turn sales engagement data into clear visual insights for faster decision-making. Business users, marketing teams, and operations managers can finally track lead progression, appointment schedules, and sales rep activity in a single analytics environment.

Kondado provides a direct connection between Exact Sales and Qlik Cloud Analytics with 17 available pipelines and 194 fields, allowing data replication on a configurable schedule so business teams can monitor leads, sales opportunities, and team performance without technical help.

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

With Qlik Cloud Analytics, you can combine data from pipelines such as Leads, Sales Opportunities, and Calls to build a complete view of your sales funnel. For example, you can cross-reference lead lifecycle stages with opportunity values to identify which prospect segments convert fastest, or analyze call records alongside sales representative activity to understand what drives meetings booked. Marketing and operations teams can also track discarded leads against sources and sub-sources to refine campaign targeting. These visual insights help managers prioritize high-value leads, adjust outreach timing, and coach team members based on actual engagement patterns rather than guesswork.

Try out all the features for free for 14 days

Exact Sales data available in Qlik Cloud Analytics

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 →

Try out all the features for free for 14 days

How to create Exact Sales dashboards in Qlik Cloud Analytics

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

Connect Exact Sales data source

Log in to Kondado, choose Exact Sales from the data source catalog, and authenticate your account to unlock the 17 available pipelines. You can then browse the 194 fields and select the exact information you want to replicate.

Select Qlik Cloud Analytics destination

Pick Qlik Cloud Analytics as your destination and choose how often you want your data to refresh, from every five minutes to daily. Kondado handles the connection directly with no intermediate databases needed.

Build dashboards and set refresh

Open Qlik Cloud Analytics to create custom dashboards using your replicated Exact Sales data, combining pipelines such as Leads and Sales Opportunities for complete funnel visibility. Your charts stay current based on the refresh schedule you configured.