Automate deals forecast report

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1

I want to send my controller a monthly or quarterly deals forecast report. Has anyone figured out if there is a way to automate this process?

2

Hi Paul!

You have a couple of options:

Option 1: Zapier Integration

  • Set up a Zap that triggers monthly/quarterly
  • Pull deal data from ActiveCampaign via API
  • Format the data and automatically email it to your controller
  • Tools like Google Sheets or Airtable can help organize the data before sending

Option 2: ActiveCampaign API + External Tools

  • Use the ActiveCampaign API to extract deal pipeline data
  • Build a simple script (or hire a developer) to format it into a report
  • Schedule it to run and email automatically using tools like:
    • Google Apps Script
    • Microsoft Power Automate
    • Custom webhook solutions

Option 3: Manual Export + Automation

  • Export deal reports from ActiveCampaign regularly
  • Use tools like Microsoft Power BI or Google Data Studio to create automated dashboards
  • Set up scheduled email delivery of these reports

Option 4: Third-Party Reporting Tools Some reporting platforms integrate with ActiveCampaign and offer automated report scheduling.

The Zapier route is probably your most user-friendly option if you’re not technically inclined.

3

Thank you.

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