Excel Add-In for Act! CRM

Build 23.0.8839

ForecastByProduct

Generates forecasted opportunity data by given products.

Table Specific Information

Select

The add-in will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

  • ProductId supports the '=' operator.

The add-in processes other filters client-side within the add-in. For example, the following queries are processed server side:

SELECT * FROM ForecastByProduct

Columns

Name Type Description
CountPercent Integer Count Percent
OppCount Integer Opp Count
ProductId String Product ID
ProductName String Product Name
TotalValue Integer Total Value
TotalValuePercent Integer Total Value Percent
WeightedValue Integer Weighted Value
WeightedValuePercent Integer Weighted Value Percent

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Build 23.0.8839