Why Does Analytics Manager Keep Crashing Outlook?

Every time an On Premise client clicks on Prophet’s Analytics Manager folder in Outlook, Outlook will crash. This includes clicking on the Open Analytics found in the Prophet Administrator pop-up box under the other Prophet folders of Outlook.

There are two possible causes for On Premise client’s Outlook to crash when opening Prophet Analytics.

  1. The version of On Premise Prophet Analytics is out of date or older than the current software installed for Prophet.

    a. To confirm that your version of Prophet Analytics is out of date check the Program Files installed.

    • i. Click on Start
    • ii. Click on Control Panel
    • iii. Click on Programs
    • iv. Click on Programs and Features
    • v. Under Name look for “Analytics”
    • vi. Under Version you should see 7.2 listed.
    • If 7.2 not listed you are running an older version of Prophet Analytics Manager.
  2. Anti-virus software has restricted the On Premise Prophet Analytics from functioning causing an error visible in the Event Viewer of the computer.

    a. To confirm a restricted access by anti-virus view the Event Viewer information on the Computer.

    • i. Click on Start
    • ii. In Search Box type “Event Viewer”


    • iii. Click on Event Viewer Program


    • iv. Click on triangle next to “Windows Logs”


    • v. Click on Application
    • vi. Look under “Level” for an ERROR (this will have a red icon to the left of it)


    • vii. Below in the “General” area you will see the reason for the crash.


To resolve this:

On Premise Prophet Analytics Out of Date

For issues with the version of Prophet Analytics On Premise being out of date you can download the newest version of the software by going to the following URL.


Anti-virus restricting Prophet Analytics from Running

Add two files to your anti-virus’s “Exception list”.

Location of files:

C:\Program Files\Avidian Technologies\Prophet


File Names:




Why Can’t I Select Public Folders to See Shared Emails from the Opportunity?

There is no place to place a checkmark for including Public Folders in the Email Search within an Opportunity.


This issue will arise when the Public Folders checkbox is not available under the Select Folders area of the Email tab within an Opportunity. When this happens you cannot select a public folder for Prophet to search through including the shared linked Email folder for Prophet.

Resolution to this:

  • • Close the Opportunity.
  • • Click on Tools and Prophet Administrator from inside Opportunity Manager.
  • • Click on Working Contact Folder.
  • • Select Public Folders.
  • why-cant-i-select-public-folders-to-see-shared-emails-from-the-opportunity-2.png
  • • Allow Folders to Register.
  • You will need to click Yes to display the public folders available.
  • why-cant-i-select-public-folders-to-see-shared-emails-from-the-opportunity-3.png
  • • Once public folders are listed select Ok without changing any settings.
  • • Close Prophet Administrator box.
  • • Open Opportunity.
  • • Click on Email Tab.
  • • Place a checkmark in the Show Public Folders area.
  • why-cant-i-select-public-folders-to-see-shared-emails-from-the-opportunity-4.png
  • • Select the Public Folders you need to search through.

What types of reports are available for Prophet Analytics?

Prophet Analytics is an amazing visual representation of the data in the Prophet database that allows users and management to quickly see trends within Opportunities and make adjustments as needed to improve their business. However, to take advantage of this powerful tool certain Opportunity criteria must be available and used in a complimentary fashion.

There are four main categories for reports within Prophet Analytics and a total of 12 reports split among the four categories.

Main Categories of Analytics Reports


The four categories of Prophet Analytics Reports are Pipeline, Activity, Stage, and Wins. Within each of these reports are two to four subcategories of reports.

  1. Pipeline

    Pipeline reports show future dated revenue that is listed with a status of Active or Won. The date field used to determine if an item is future dated is the Estimated Closed Date.

    Subcategories for Pipeline


    Sales Forecast

    The Sales Forecast Analytics Report provides a quick visual display of projected revenue to be earned within the time frame specified in the top left filter box. This will show all active Opportunities and all won Opportunities. There is also the ability to use probability to estimate the possible revenue based on a percentage specified in the Opportunity.

    Pipeline Value

    Pipeline Value Analytics Report displays the amount of revenue presently contained in each stage of the sales process. This allows users and management to see how much revenue is at the end of the sales process and how much is in the beginning stages of the sales process.


    Users Analytics Reports breaks down the incoming revenue based on the User assigned to the Opportunity, showing those Opportunities that are already won and those that are still active.

  2. Activity

    Activity reports show actions preformed on each Opportunity regardless of status or stage. The date field used for filtering is the Tracking Date field, a system created date/time stamp that is added to each note, workflow, or linked item.

    Subcategories for Activity



    Efficiency Analytics Reports details the activities performed on Opportunities and breaks out each Activity Type to show how Users are communicating with contacts associated to Opportunities.

    Activities to Close

    Activities to Close Analytics Reports list, by Company name, the amount and type of activities used to complete an Opportunities sales process. Additionally, you have the ability to see which Companies saw the most activity during the sales process.

    Sales Reps

    Sales Reps Analytics Reports displays, by user, the amount of activities completed for all Opportunities.

  3. Stage

    Stage reports detail the life cycle of the Opportunities showing where Opportunities lose forward progression and current numbers on where each Opportunity is within the sales process.


    Subcategories for Stage

    Sales Cycle

    Sales Cycle Analytics Report provides a count of Opportunities in each stage.

    Sales Reps

    Sales Reps Analytics Report displays, by user, the number of Opportunities in each stage.

    Conversion by Stage

    Conversion by Stage Analytics Report details the number of Opportunities in each stage and the percentage of Opportunities that are moved to a different stage when changed. This helps users and management to see where along the sales process Opportunities become stagnant.

    Conversion by Rep

    Conversion by Rep Analytics Report breaks down the movement of Opportunities from stage to stage by User.

  4. Wins

    Wins reports displays the Opportunities with a status of Won going over the revenue earned for time periods.

    Subcategories for Wins


    Booked vs Goal

    Booked vs Goal Analytics Report compares the revenue listed as Won against the quota provided for the user.


    Wins Analytics Report displays the conversation rate, by creation date, for Opportunities that are Active, Won, Lost, or Other.

What Opportunity Fields are Needed for Prophet Analytics?

Prophet Analytics is an amazing visual representation of the data in the Prophet database that allows users and management to quickly see trends within Opportunities and make adjustments as needed to improve their business. However, to take advantage of this powerful tool certain Opportunity criteria must be available and used in a complimentary fashion.

All of Prophet Analytics Reports run on specific fields which are required from the Opportunity.

Required Fields

  • • Department
  • • User
  • • Status
  • • Stage
  • • Revenue
  • • Probability
  • • Company Name
  • • Opportunity Description
  • • Quota (User Quota)
  • • Estimated Closed Date
  • • Tracking Date
  • • Activity Type
  • • Closed Date (when an Opportunity is moved from Active to Won/Lost/Cancelled)
  • • Create Date


The department that the User is assigned to through the Prophet Admin portal is needed to filter Opportunity information based on which department you want to report on. Only departments you are allowed to see through Cross-Department Access will be visible for you to select from.


The User assigned to the Opportunity is needed to filter Opportunity information based on who the revenue should be attributed to, who the tracking activity was done by, and who the owner of the Opportunity is for stage changes.



The status of an Opportunity dictates if the Opportunity is considered an Active Opportunity, a Closed Opportunity, a Lost Opportunity, a Cancelled Opportunity, or any other status type given. This field is used by the Pipeline report and the Wins reports to attribute revenue based on the status of the Opportunity.


It is best practices to retain the statuses: Active, Won, Lost, and Cancelled.


The stage of the Opportunity is used by the Stage reports within the Analytics Manager. These reports allow users and management to determine how many Opportunities are in each stage, which stages are not moving forward in the sales cycle, how many Opportunities are being processed by each user within a given stage, and the progression of each user through the sales cycle.



The revenue field is used to calculate the revenue generated by the sales in Opportunity Manager.



The probability field is used in conjunction with the revenue field to give a ratio of the total revenue based on the percentage/probability of winning the revenue shown in the Opportunity.


Company Name

The Company name is used as part of the details area of the Analytics Manager and to filter Opportunity information based on the Company associated with the Opportunity.


Opportunity Description

The Opportunity Description is used solely as part of the details area of the Analytics Manager to allow users and management to drill deeper into the visually represented data of the graph.


Quota (User Quota)

The quota field is assigned to a User from within the Prophet Admin portal and is based on a monthly, quarterly, or yearly scale. This field is used by the Analytics Manager within the Wins reports where users and management can see the total revenue earned verses the quota given to the user.

Estimated Closed Date

The estimated closed date is a field within the Opportunity that gives a “most likely” close date for the Opportunity. This field is used by the Pipeline reports both within Prophet Analytics and Prophet Reporting to determine pipeline date ranges.


Tracking Date

The tracking date is created by the Prophet system each time a note or linked item is added to an Opportunity. This field is used as way to filter Opportunity information based on a date range for the Activities reports both within Prophet Analytics and Prophet Reporting.

Activity Type

The activity type is selected from a dropdown list when added a new note to an Opportunity. This can also be added automatically when sending an email from within the Opportunity, processing a Workflow, or linking an item to an Opportunity. Activity Type is used both within the Prophet Analytics and Prophet Reporting for activity reports.


Closed Date (when an Opportunity is moved from Active to Won/Lost/Cancelled)

The closed date is created by the Prophet system each time an Opportunity status is moved from Active to another status. This field is used by the Wins reports within Prophet Analytics.

Create Date

The create date is created by the Prophet system each time a new Opportunity is added to Prophet. This field is used by the Stage reports within Prophet Analytics.

How Do I Export the Details Information from Prophet Analytics?

Prophet Analytics is more than just graphs that show patterns in your data. It also provides all of the details about the information used to create the graph in the details area of Prophet Analytics found directly under the graph. This information can be used to get more detail on the actual Opportunities that are generating your revenue, activities, or sales process.

To manipulate the detailed information about your Opportunity quicker and more easily you can export your Details information from Prophet Analytics to Excel.

Export the data from inside of Prophet Analytics

  • a. Click on the small downward arrow in the far right side of the Details area.


  • b. Select “Send to Excel” from the dropdown.


  • c. Prophet will export the data points that created the graph into Excel.


How Do I Export a Graph From Prophet Analytics

One of the key elements of Prophet Analytics is the graphical representation of data that gives a visual guideline for the information being looked at. The graph used in all Prophet Analytics Reports helps a user or management understand the pattern they are seeing within the data allowing them to make decisions based on those trends.

While it is helpful to see these graphs within Prophet’s Analytics Manager it is also very helpful to be able to export these graphs for inclusion in updates or reports about the progress of single individuals or of groups.

Exporting a graph from Prophet Analytics is a two step process.

  1. Export the data from inside of Prophet Analytics

    • a. Right click on the graph and select “Send to Excel”.


    • b. Prophet will export the data points that created the graph into Excel.


  2. Format the data within Excel to display as a graph again

    • a. In Excel you will see two columns with the data points used to create the graph in Prophet Analytics.


    • b. Highlight the two columns of information including the headers.


    • c. Click on Insert at the top of Excel.


    • d. Select the Line style of Charts.


    • e. Your graph will be added to your Excel spreadsheet.


Setting Up Prophet Analytics for Prophet OnPremise User

  1. Step 1: Download and Run Prophet Analytics Executable File

    From the Prophet Clients Machine:

    • Close Outlook.

    • Download the Prophet Analytics Executable file from: here.

    • Run the executable file and follow the default:


    • Click “Finish” when the install is completed.

  2. Step 2: Completing the Analytics Setup in Outlook

    • Open Outlook.

    • Open the “Contact Manager” folder.


    • Click the “Tools” button and open the “Prophet Administrator”. Then click “Rebuild Manager Folders” at the bottom left of the form.


    • Click “OK” when the following message appears:


    • Close the Prophet Administrator Page

    • You will not see the Analytics Manager folder amongst the rest of your Prophet Folders


Setting Up Prophet Analytics for Prophet OnPremise Server

Configuring Analytics on Server Instructions

  1. From the server, navigate to the C:\inetpub\wwwroot\prophet\prophetwebservices\ directory.


  2. Right click on the file called “Web”.

  3. Select “Open with” and then select “Notepad”.


  4. Add the highlighted line below to the web config file. Make sure to place it between <appsettings> and </appsettings>:

    <add key="QVOcxConnectionString" value="[Provider=sqloledb;Data Source=ServerName;Initial Catalog=avidian;User Id=avtuser;Password=password01!]"/>


  5. Save the Web config file.

Setting Up Prophet Analytics for Prophet OnDemand User

To setup your Prophet Analytics in Prophet, follow the steps below.

Step 1: Enable Prophet User for Analytics on Prophet Administration Site. (Prophet Admin Access Only)

Prophet Administrator Instructions

  1. Log into prophetondemand.com with Prophet Login information
  2. Press the Analytics Licenses link on the left hand side of the Prophet Administrator page ( See Below)
  3. Place a check mark under the Analytics Standard column, next to the Prophet User that needs Prophet Analytics enabled (See Below)

Prophet Analytics
Prophet CRM Analytics

Step 2: Setting Up Prophet Analytics on Prophet Users Machine

Prophet User Instructions:

  1. Open Outlook
  2. Open the Contact Manager Folder
  3. Press the Tools button in Prophet, this will open the Prophet Administrator page in Prophet (See Below)
  4. After the Prophet Administrator page is open, press the Rebuild Manager Folders button at the bottom of the Prophet Administrator page. (See Below)
  5. You will now see an Analytics Manager folder within your Prophet folders. ( See Below)

Setting Up Prophet Analytics on Prophet Users Machine
Setting Up Prophet Analytics
Prophet Analytics Manager Folder

Step 3: Open Prophet Analytics

  1. Press the Analytics Manager button from the list of Prophet Folders
  2. Analytics Manager will open up (See Below)

pen Prophet Analytics