How do I connect Exact Sales to Redash using Kondado?

Start by adding Exact Sales as a data source in your Kondado account using your API credentials. Then select Redash as the destination and choose which pipelines to replicate, such as Leads, Calls, or Sales Opportunities. The connection activates immediately, and data begins flowing on your chosen schedule without requiring any database configuration or coding.

What KPIs can I track by visualizing Exact Sales data in Redash?

You can monitor lead conversion rates by stage, sales cycle length, and opportunity values using the Lead Lifecycle and Sales Opportunities pipelines. Track team productivity metrics like calls made, appointments scheduled, and response times through the Calls and Sales Development Representatives pipelines. These visualizations help identify bottlenecks in your funnel and top-performing sales activities.

How often does Exact Sales data update in Redash?

You configure the update frequency based on your business needs, choosing from every 5 minutes, 15 minutes, hourly, or daily refresh cycles. This automated schedule ensures your Redash dashboards reflect recent sales activities without manual data exports. You can adjust the frequency anytime as your reporting requirements evolve.

Can I share Exact Sales dashboards with my team in Redash?

Yes, once you build dashboards in Redash using your replicated Exact Sales data, you can share them with team members through Redash's native sharing features. Colleagues can view current sales metrics, filter data by representative or time period, and collaborate on insights. This keeps everyone aligned on pipeline status and sales targets.

Do I need technical skills to set up the Exact Sales to Redash connection?

No coding or database administration is required to connect Exact Sales with Redash through Kondado. The setup process uses a simple point-and-click interface to authenticate your Exact Sales account and select data pipelines. Business users can complete the configuration in minutes without help from IT departments or developers.

Can I combine Exact Sales data with other sources in Redash?

Yes, you can replicate data from additional tools like Google Sheets , BigQuery , or PostgreSQL into Redash alongside your Exact Sales information. This allows you to create unified dashboards that blend CRM data with financial metrics, marketing campaign results, or operational data for comprehensive business intelligence.

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Visualize Exact Sales Data in Redash Dashboards

Kondado enables you to replicate data from Exact Sales directly into Redash without complex technical setup or intermediate databases. You simply connect your Exact Sales account as a data source, select Redash as your destination, and choose which pipelines to replicate from the 17 available options covering leads, opportunities, and team activities. Your sales engagement data flows automatically on a configurable schedule, updating every 5 minutes, 15 minutes, hourly, or daily based on your business needs. This no-code approach allows business teams to visualize lead funnels, track sales activities, and monitor team performance without waiting for IT support. Once connected, you can create custom queries and dashboards that transform raw CRM data into actionable insights for smarter sales decisions. Marketing and operations teams gain immediate visibility into pipeline health, lead qualification progress, and sales representative productivity through intuitive visualizations.

Kondado provides a direct connection between Exact Sales and Redash, replicating 17 data pipelines including Leads, Sales Opportunities, and Calls on a configurable schedule to keep your sales reports updated automatically.

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 data with Redash visualization capabilities opens new possibilities for tracking your sales engagement performance. By replicating the Lead Lifecycle and Sales Opportunities pipelines, you can build dashboards that show exactly where prospects stall in your funnel and which opportunities need immediate attention. The Calls and Appointments pipelines enable you to analyze meeting conversion rates and sales rep activity levels, helping managers identify coaching opportunities and balance team workloads. These combined insights empower sales leaders to optimize outreach timing, refine lead qualification criteria based on actual conversion data, and accelerate revenue growth without manual spreadsheet work.

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Exact Sales data available in Redash

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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