How do I connect Exact Sales to BI TOTVS using Kondado?

Start by selecting Exact Sales as your data source in Kondado and authenticate with your account credentials. Then choose BI TOTVS as the destination and select which pipelines to replicate, such as Leads and Sales Opportunities.

What sales metrics can I track in BI TOTVS with Exact Sales data?

You can monitor lead conversion rates through the Lead Lifecycle pipeline, track opportunity values and win rates via Sales Opportunities, and measure team productivity using the Calls and Appointments endpoints. These metrics help identify bottlenecks and optimize your sales engagement strategy.

How frequently does my Exact Sales data refresh in BI TOTVS?

You configure the update schedule based on your operational needs, choosing from intervals as frequent as every 5 minutes or extending to daily updates. This automated refresh keeps your reports current without requiring manual data exports or spreadsheet maintenance.

Can I build reports showing SDR performance in BI TOTVS?

Yes, using the Sales Development Representatives and Calls pipelines, you can create scorecards showing calls made, appointments scheduled, and leads qualified per SDR. Combine this with Lead Stages data to visualize how effectively your team moves prospects through the funnel.

Is it possible to analyze lead sources and marketing attribution?

Absolutely, by connecting the Sources and Sub-sources pipeline with Lead Qualifications and Sales Opportunities data, you can determine which channels deliver the highest quality leads and best conversion rates. This supports budget allocation decisions and marketing strategy optimization.

Do I need IT support to maintain the Exact Sales connection?

No, once configured, the replication runs automatically on your selected schedule without requiring technical maintenance. Business users can modify pipeline selections or adjust refresh frequencies directly through Kondado's interface without coding knowledge.

Can I share Exact Sales dashboards with executives who don't use Exact Spotter?

Yes, BI TOTVS allows you to distribute reports to stakeholders across your organization, providing view-only access to sales metrics and performance indicators. This ensures leadership teams stay informed using visual data without needing direct access to the CRM system.

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Visualize Exact Sales Data in BI TOTVS

Kondado connects Exact Sales (Exact Spotter) directly to BI TOTVS without technical complexity. You can replicate your sales engagement data, lead information, and team activities on a configurable schedule, keeping your reports updated automatically. Business teams gain immediate access to visual analytics that support faster decision-making and improved sales performance.

Kondado provides a direct connection between Exact Sales and BI TOTVS, allowing business users to replicate 17 data endpoints including Leads, Sales Opportunities, and Appointments without coding or intermediate databases.

Marketing and operations teams at SMBs can track lead progression, monitor SDR performance, and analyze conversion funnels directly in BI TOTVS. The platform updates your information every 5 minutes, hourly, or daily based on your business needs, ensuring your dashboards reflect current sales activities.

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

With Kondado, you combine data from pipelines such as Lead Lifecycle, Sales Opportunities, and Calls to build comprehensive sales intelligence in BI TOTVS. Track how prospects move through your funnel stages while correlating call outcomes with opportunity values to identify your highest-converting engagement patterns.

Marketing teams can analyze which lead sources generate quality opportunities by connecting Sources and Sub-sources data with Lead Qualifications. Operations managers monitor SDR and Sales Representative performance alongside Appointments scheduled, enabling data-driven coaching and resource allocation decisions that accelerate revenue growth.

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Exact Sales data available in BI TOTVS

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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How to create Exact Sales dashboards in BI TOTVS

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

Connect Exact Sales to Kondado

Log into Kondado and select Exact Sales as your data source. Authenticate your account and choose which sales pipelines to replicate, such as Leads, Calls, or Sales Opportunities.

Set BI TOTVS as destination

Choose BI TOTVS as your destination to send the replicated data directly into your analytics environment. The direct connection eliminates the need for intermediate databases or complex technical configuration.

Schedule updates and build reports

Configure your preferred refresh frequency from every 5 minutes to daily intervals. Then build custom visualizations in BI TOTVS combining Exact Sales data to track funnel performance, team productivity, and revenue opportunities.