Business teams using Exact Sales can turn raw CRM and sales engagement information into clear, actionable charts inside Qlik Sense with Kondado. The setup requires no technical scripts or intermediate databases: simply choose Exact Sales as your data source and let Kondado replicate your information directly into Qlik Sense on a configurable schedule. Marketing and operations teams gain a unified view of leads, opportunities, and sales activities to support faster daily decisions. Whether you need to check funnel health every morning or track rep performance by the hour, your reports stay current without manual exports, so you spend less time preparing data and more time closing deals.
Kondado connects Exact Sales to Qlik Sense through a direct integration that delivers automated updates as frequently as every five minutes, giving business teams continuously refreshed visual data for confident decision-making.
Each item below is automatically replicated by Kondado from Exact Sales into Qlik Sense — 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.
With seventeen pipelines available from Exact Sales, Qlik Sense users can build comprehensive reports that cover the entire revenue cycle. For example, combining the Leads pipeline with Sales Opportunities and Lead Lifecycle data lets managers visualize conversion velocity, identify bottlenecks between stages, and forecast revenue with greater accuracy. Sales leaders can also layer Calls and Appointments data to measure team outreach consistency against actual funnel movement. These combined insights help operations and marketing teams allocate budgets wisely, refine targeting, and coach representatives based on real behavior rather than intuition, turning CRM records into clear competitive advantages.
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How to create Exact Sales dashboards in Qlik Sense
Visualize your data automatically — no spreadsheet exports or custom scripts.
1
Add Exact Sales data source
Log into Kondado and select Exact Sales from the data source catalog, then enter your credentials to establish the connection. Within minutes you can browse the available pipelines and choose the Exact Sales information you want to visualize.
2
Choose Qlik Sense destination
Select Qlik Sense as your destination inside Kondado to enable direct delivery of your Exact Sales information. You can also route the same data to Power BI or Google Sheets later if different departments need their own reports.
3
Build reports and configure refresh
Open Qlik Sense to create custom reports using your replicated Exact Sales fields, then return to Kondado to set an update schedule such as every fifteen minutes or daily. This keeps your visualizations aligned with actual sales activity without manual data preparation.
Try out all the features for free for 14 days
Access Exact Sales data in Qlik Sense 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 Sense automatically
How do I connect Exact Sales to Qlik Sense using Kondado?▼
Inside Kondado, add Exact Sales as a new data source by entering your account credentials and selecting the pipelines you need. Once connected, choose Qlik Sense as the destination and Kondado will begin replicating your selected information directly, with no local files or additional software required.
What kind of reports can I build with Exact Sales data in Qlik Sense?▼
You can create custom reports that track lead funnel progression, sales rep productivity, and opportunity conversion rates using fields from the Leads, Lead Lifecycle, and Sales Opportunities pipelines. Many teams also combine Calls and Discarded Leads data to analyze outreach effectiveness and understand why prospects drop out of the funnel.
How frequently does Exact Sales data refresh in Qlik Sense?▼
You choose the schedule that fits your business, with automated updates available every five minutes, fifteen minutes, hourly, or daily. This flexibility lets sales managers monitor fast-moving pipelines closely while marketing teams can rely on steady daily summaries for campaign reviews.
Which KPIs should I track when visualizing Exact Sales in Qlik Sense?▼
Focus on metrics such as average time spent per lead stage, opportunity win rates, calls per representative, and appointment-to-opportunity ratios. Tracking these indicators in Qlik Sense helps operations teams spot stalled leads quickly and gives sales leaders concrete data for one-on-one coaching sessions.
Does Kondado offer pre-built report templates for Exact Sales and Qlik Sense?▼
Kondado does not provide pre-built reports for this combination, so you have full freedom to design custom reports that match your exact sales process. Build the views that matter most to your team, from high-level funnel summaries to detailed rep activity scorecards.
Can I share Qlik Sense reports with my team using Kondado?▼
Yes, once your Exact Sales data lives in Qlik Sense, you can distribute reports and collaborate with teammates exactly as you normally would within the platform. Kondado keeps the underlying information synchronized on your chosen schedule, so everyone sees the same current numbers during meetings and planning sessions.
Is it possible to replicate Exact Sales data to destinations other than Qlik Sense?▼
Absolutely, Kondado supports multiple destinations, so you can send the same information to Power BI, Google Sheets, BigQuery, or PostgreSQL depending on your reporting needs. This is useful when different departments prefer separate tools for analyzing sales performance.
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