TDV Adapter for Act! CRM

Build 24.0.9060

RevenueActualVsPredicted

Generates actual vs predicted opportunity revenue.

Table Specific Information

Select

The adapter will use the ActCRM API to process WHERE clause conditions built with the following column and operator.

  • Interval supports the '=' operator.
  • Date supports the '=,>,<,>=,<=' operators.
  • FiscalYearStart supports the '=' operator.

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

SELECT * FROM RevenueActualVsPredicted

Columns

Name Type Description
Actual Integer Actual
Potential Integer Potential
Projected Integer Projected
TimePeriod String Time Period
Interval String Interval

The allowed values are Daily, Weekly, Monthly, Quarterly, Yearly.

FiscalYearStart Integer Fiscal Year Start

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Date Datetime Date Range of Activities By User

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060