Power BI Connector for Act! CRM

Build 24.0.8963

ForecastByProductDetails

Generates forecasted opportunity data by a given product..

Table Specific Information

Select

The connector will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The ProductId is required to make a request and the rest of the filter is executed client-side within the connector.

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

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

SELECT * FROM ForecastByProductDetails where Status = 'inactive'

Columns

Name Type Description
EstCloseDate Datetime Est Close Date
OppName String Opp Name
ProbabilityPct Integer Probability Pct
ProductName String Product Name
ProductWeightedValue Decimal Product Weighted Value
Status String Status
ProductId String Product Id
OppId String Opp Id

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Build 24.0.8963