How to visualize Exact Sales data in Tableau? With Kondado, you connect your Exact Sales account as a data source and replicate the information directly into Tableau. There is no need for intermediate databases, complex configurations, or technical knowledge. Business teams can access updated sales metrics, lead behavior, and commercial activity inside familiar Tableau reports.
The platform handles data organization automatically so managers can focus on understanding sales funnel performance, conversion patterns, and revenue trends. You simply choose which information to visualize, define how often it refreshes, and explore interactive dashboards that help you decide faster. Marketing and operations teams at SMBs and agencies especially benefit from seeing Exact Sales information transformed into intuitive visuals that support daily commercial decisions.
Kondado offers a direct integration between Exact Sales and Tableau through a Via Kondado connection, allowing business users to replicate 17 pipelines and 194 fields on a configurable schedule without writing code.
Each item below is automatically replicated by Kondado from Exact Sales into Tableau — 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.
Combining Exact Sales with Tableau unlocks practical insights for commercial teams. By bringing pipelines such as Lead Lifecycle, Sales Opportunities, and Calls into the same environment, managers can track how prospects advance through stages and identify which interactions drive closures. This visibility helps sales leaders allocate effort where it matters most and prioritize high-value deals.
You can also analyze conversion patterns and forecast accuracy as daily commercial data refreshes automatically in Tableau. Operations teams gain a clear view of productivity and revenue potential when all this information lives in one place, helping decision makers act with confidence.
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How to create Exact Sales dashboards in Tableau
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 available sources list, then enter your credentials to establish the connection. Choose the specific pipelines you want to make available for visualization, such as Leads, Calls, or Sales Opportunities.
2
Choose Tableau as Destination
Select Tableau from the destination options to establish a Via Kondado connection that delivers your Exact Sales information directly into the visualization tool. If your team also uses Power BI or Google Sheets, you can add those destinations later from the same source.
3
Build Dashboards and Set Schedule
Open Tableau to create custom reports using your replicated Exact Sales fields, then return to Kondado to set your preferred refresh interval. Choose from frequencies such as every 5 minutes, hourly, or daily to keep your sales insights current.
Try out all the features for free for 14 days
Access Exact Sales data in Tableau 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 Tableau automatically
How do I connect Exact Sales to Tableau using Kondado?▼
Start by adding Exact Sales as a data source in your Kondado account and authenticate your credentials. Then select Tableau as your destination and choose which pipelines you want to replicate. The Via Kondado connection handles the transfer directly, so there is no need for external storage or manual file preparation.
What kind of dashboards can I build with Exact Sales data in Tableau?▼
You can create custom dashboards that track sales funnel movement, lead qualification rates, and team activity metrics. Many users build visualizations that combine Lead Lifecycle data with Calls and Appointments to see exactly which touchpoints advance deals. You can also compare Sales Opportunities across different Markets to spot your strongest segments.
How often does Exact Sales data update in Tableau?▼
You configure the update frequency based on your business needs, choosing intervals such as every 5 minutes, 15 minutes, hourly, or daily. This configurable schedule keeps your Tableau reports current without manual updates. You can adjust the timing anytime as your reporting requirements change.
Which KPIs should I track when visualizing Exact Sales in Tableau?▼
Focus on indicators such as lead stage progression, opportunity value, discard reasons, and sales rep activity levels. Tracking these metrics through pipelines like Lead Qualifications and Sales Development Representatives helps managers identify coaching needs and optimize resource allocation. You can also monitor closing forecast accuracy against actual outcomes.
Can I share Exact Sales Tableau dashboards with my team?▼
Yes, once your data is in Tableau you can distribute reports through Tableau Server, Tableau Online, or exported files depending on your company setup. Colleagues in sales, marketing, and operations can view the same updated numbers without needing access to Exact Sales directly. This keeps everyone aligned on sales progress and revenue goals.
Do I need technical skills to replicate Exact Sales data into Tableau?▼
No coding or database knowledge is required to set up the connection. Kondado's interface lets you authenticate Exact Sales, pick your pipelines, and send information to Tableau in a few clicks. Business users can manage the entire process and start building visuals immediately.
Can I use Exact Sales data in other tools besides Tableau?▼
Yes, Kondado lets you replicate your Exact Sales information to multiple destinations. In addition to Tableau, you can send data to Power BI, Looker Studio, Google Sheets, or BigQuery to support different teams and workflows.
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