Connect Exact Sales to QlikView: Dashboards in Minutes

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Exact Sales
QlikView

Visualize Exact Sales Data in QlikView with Kondado

Connecting your Exact Sales data to QlikView is simple with Kondado’s direct integration. You can replicate all your sales engagement information automatically without writing code or managing complex infrastructure. Business teams get immediate access to lead lifecycle data, appointment schedules, and sales opportunity values directly in their QlikView environment. This means your marketing and operations staff can analyze campaign effectiveness and sales performance without technical assistance.

Kondado provides a Via Kondado connection that replicates Exact Sales data to QlikView on a configurable schedule, eliminating the need for intermediate databases or technical setup while keeping your sales reports updated automatically.

With 17 available pipelines covering 194 fields including Leads, Appointments, and Sales Opportunities, you can build comprehensive dashboards that track your entire sales funnel. Marketing teams can monitor which lead sources generate the most qualified prospects, while sales managers analyze representative performance and identify exactly where leads get stuck in your conversion process. This visibility helps you optimize your sales engagement strategy and accelerate revenue growth.

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

Combining Exact Sales with QlikView transforms raw CRM data into actionable business intelligence. The Leads pipeline provides detailed profiles with closing forecast dates and CNPJ information, while the Lead Lifecycle pipeline tracks how prospects move through your funnel stages. You can also analyze the Appointments pipeline to understand meeting scheduling patterns and sales rep engagement rates.

These datasets work together to reveal critical insights about your sales process. For example, correlating data from the Sales Opportunities pipeline with Lead Qualifications helps you identify which prospect characteristics predict higher deal values. Operations teams can spot trends in the Calls pipeline to optimize outreach timing, while managers track Discarded Leads to understand why potential customers drop out and refine their approach accordingly.

Try out all the features for free for 14 days

Exact Sales data available in QlikView

17
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.

Try out all the features for free for 14 days

How to create Exact Sales dashboards in QlikView

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

1
Connect Exact Sales as data source

Log into Kondado and add Exact Sales as a new data source by entering your Exact Spotter credentials. Choose which pipelines to replicate, such as Leads or Sales Opportunities, to start replicating your data.

2
Select QlikView as destination

Choose QlikView as your destination in the Kondado platform to create the data flow. This establishes a direct connection that sends your Exact Sales information straight into QlikView without requiring any intermediate databases or complex configuration.

3
Build dashboards and configure refresh

Set your preferred update frequency, from every 5 minutes to daily schedules, then build custom reports in QlikView using your replicated data. You can also route information to Power BI or Google Sheets if different teams need access in other formats.

Access Exact Sales data in QlikView 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!

Visualize Exact Sales data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

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Frequently Asked Questions (FAQ)

Answers about visualizing Exact Sales data in QlikView automatically

How do I connect Exact Sales to QlikView using Kondado?
Start by adding Exact Sales as a data source in your Kondado account using your Exact Spotter credentials. Then select QlikView as your destination and choose which pipelines you want to replicate, such as Leads or Sales Opportunities. The setup requires no coding and typically takes just a few minutes to complete.
What sales dashboards can I build with Exact Sales data in QlikView?
You can create custom reports tracking lead conversion rates, sales funnel velocity, and individual representative performance. Combine data from the Lead Lifecycle and Appointments pipelines to visualize how quickly prospects move from first contact to closed deals. You can also build market segmentation views using the Markets pipeline data.
How often does Exact Sales data update in QlikView?
You configure the update frequency based on your business needs, choosing from every 5 minutes, 15 minutes, hourly, or daily schedules. This keeps your sales reports current without manual exports, though this is not instantaneous updates. You can adjust this schedule anytime as your reporting requirements change.
Which Exact Sales KPIs should I track in QlikView?
Monitor lead qualification rates from the Lead Qualifications pipeline, appointment booking ratios from the Appointments data, and opportunity values from Sales Opportunities. Tracking these metrics alongside SDR performance data helps identify your most effective outreach strategies. You can also analyze Pain Points data to understand common customer challenges.
Are there pre-built report templates for Exact Sales in QlikView?
Kondado does not provide pre-built report templates for this combination, allowing you to build completely custom dashboards tailored to your specific sales process. You design reports that match your unique funnel stages and business terminology. This flexibility ensures you visualize exactly the metrics that matter most to your team.
Can I share Exact Sales dashboards with my team in QlikView?
Yes, once your data is in QlikView, you can distribute reports to stakeholders across your organization using QlikView's native sharing features. Sales managers can distribute performance dashboards to representatives, while executives receive high-level funnel summaries. This ensures everyone works from the same current data without requesting manual reports.
Can I send Exact Sales data to other tools besides QlikView?
Absolutely, you can replicate your data to Power BI, Google Sheets, or BigQuery depending on your reporting preferences. This flexibility allows different teams to work with Exact Sales data in their preferred environments. You can set up multiple destinations to serve various departments simultaneously.

Try out all the features for free for 14 days