You can visualize Exact Sales data in Qlik by connecting your CRM and sales engagement records through Kondado, which replicates your information on a configurable schedule directly into your analytics environment. With no intermediate databases or complex setup required, business teams can access updated sales metrics, lead lifecycles, and opportunity values without writing a single line of code. Simply choose the data you want from Exact Sales, set how often it should refresh from every few minutes to daily, and start building interactive dashboards that help managers monitor pipelines and make faster, more confident decisions.
Kondado connects Exact Sales to Qlik with no intermediate databases, replicating 17 pipelines and 194 fields on a configurable schedule so sales and marketing teams can track leads, appointments, calls, and sales opportunities without any technical setup.
Each item below is automatically replicated by Kondado from Exact Sales into Qlik — 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.
When you combine Exact Sales with Qlik through Kondado, you turn raw CRM activity into clear visual stories that drive revenue decisions across your business. By bringing pipelines such as Sales Opportunities, Lead Lifecycle, and Calls into Qlik, managers can spot funnel bottlenecks, measure conversion between stages, and understand which outreach efforts generate the most value. Marketing and operations teams can cross-reference lead sources with qualification data to optimize campaigns, while sales leaders use appointment and activity records to coach representatives and allocate resources where they have the highest impact.
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How to create Exact Sales dashboards in Qlik
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Connect Exact Sales data source
Add Exact Sales to Kondado by selecting it from the data source catalog and entering your credentials to authorize access.
2
Select Qlik as destination
Choose Qlik as the destination for your data so Kondado knows where to deliver your Exact Sales records.
3
Build dashboards and set refresh schedule
Pick the Exact Sales pipelines you want to replicate, define how often they should update, and begin creating your custom Qlik dashboards.
Try out all the features for free for 14 days
Access Exact Sales data in Qlik 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 Qlik automatically
How do I connect Exact Sales to Qlik using Kondado?▼
Start by adding Exact Sales as a data source inside Kondado, then authenticate your account and select the pipelines you want to replicate. Choose Qlik as the destination and define your refresh schedule, so your selected records flow automatically without any manual exports.
What kind of dashboards can I build with Exact Sales data in Qlik?▼
You can create custom dashboards that monitor lead progression, sales rep activity, and opportunity values by combining pipelines like Lead Lifecycle, Calls, and Sales Opportunities. These reports help managers identify stalled deals, measure funnel velocity, and align marketing spend with actual pipeline generation.
How often does Exact Sales data update in Qlik through Kondado?▼
You decide the update frequency, with options that include every 5 minutes, 15 minutes, hourly, or daily. Once set, your Qlik reports stay current automatically, allowing teams to monitor leads and opportunities without waiting for manual data refreshes.
Which KPIs should I track when visualizing Exact Sales in Qlik?▼
Focus on metrics like lead-to-opportunity conversion, stage advancement speed, discarded lead reasons, and sales rep productivity using the Lead Lifecycle, Discarded Leads, and Sales Representatives pipelines. Tracking these indicators helps you refine your sales methodology and improve revenue predictability.
Does Kondado offer pre-built report templates for Exact Sales in Qlik?▼
Kondado does not provide pre-built report templates for this connection, but you have the flexibility to design custom dashboards that match your exact sales process. Build visualizations around your specific funnel stages, qualification criteria, and team goals to get insights that are truly relevant to your business.
Can I share Qlik dashboards built with Exact Sales data across my organization?▼
Yes, once your data is in Qlik, you can distribute reports and visualizations to stakeholders throughout your company. This keeps sales, marketing, and leadership teams aligned on the same metrics without requiring each person to access Exact Sales directly.
Can I send Exact Sales data to analytics tools other than Qlik?▼
Yes, Kondado supports multiple destinations, so you can also send your data to Power BI, Looker Studio, or BigQuery depending on where your team prefers to analyze sales performance.
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