Power BI Connector for Act! CRM

Build 24.0.8963

ForecastByRep

Generates forecasted opportunity data by given users.

Table Specific Information

Select

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

  • UserId supports the '=' operator.

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

SELECT * FROM ForecastByRep where UserID = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'
SELECT * FROM ForecastByRep

Columns

Name Type Description
CountPercent Decimal Count Percent
OppCount Integer Opp Count
SalesRep String Sales Rep
TotalValue Decimal Total Value
TotalValuePercent Decimal Total Value Percent
UserId String User Id
WeightedValue Decimal Weighted Value
WeightedValuePercent Decimal Weighted Value Percent

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Build 24.0.8963