Tableau Connector for Act! CRM

Build 24.0.9062

RevenueWonVsLost

Generates opportunty win versus loss data.

Table Specific Information

Select

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

  • Date supports the '=,>,<,>=,<=' operators.

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

SELECT * FROM RevenueWonVsLost

Columns

Name Type Description
Count Integer Count
CountPercent Integer Count Percent
Revenue Decimal Revenue
RevenuePercent Integer Revenue Percent
Status String Status

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

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Build 24.0.9062