Excel Add-In for Act! CRM

Build 24.0.9060

RevenueWonVsLost

Generates opportunty win versus loss data.

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.

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

The add-in processes other filters client-side within the add-in. 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

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