Power BI Connector for SugarCRM

Build 25.0.9454

Forecasts

Stores forecast values and planning data that are associated with specific time periods. This table supports performance tracking, revenue planning, and sales outlook analysis.

Columns

Name Type ReadOnly Description
Base_Rate String False

The baseline conversion or exchange rate that is applied to revenue calculations within this forecast. This value ensures financial consistency across multiple currencies.

Best_Case Decimal True

The best-case revenue projection for the forecasting period. This value represents an optimistic upper bound based on high-confidence opportunities.

Closed_Amount Decimal True

The total revenue amount from closed-won opportunities that is included in this forecast. This value contributes directly to progress toward quota.

Closed_Count Int True

The number of closed-won opportunities that are included in this forecast. This count is used by forecasting logic to evaluate pipeline momentum and progress.

Commit_Type String True

The type of forecast submission being committed, such as individual or rollup. This value determines how the system aggregates forecast data during submission.

Currency_Id String False

The unique identifier (Id) of the currency that is associated with this forecast. This Id is used for currency conversion and formatting in multi-currency environments.

Currency_Name String True

The display name of the currency that is associated with this forecast. This value appears in user-facing summaries and reporting.

Currency_Symbol String True

The symbol that is associated with the forecast currency (for example, '$', '€', or '£'). This value is used in list views and report formatting.

Date_Entered Datetime True

The date and time when this forecast record was created. This timestamp supports record history and audit review.

Date_Modified Datetime True

The date and time when this forecast record was last modified. This timestamp supports version and change tracking.

Deleted Bool False

A Boolean field that returns a value of 'true' when this forecast record is marked as deleted in SugarCRM. It returns a value of 'false' when the record remains active.

End_Date Date False

The end date of the forecasting period that is associated with this forecast. This date defines the close of the revenue evaluation window.

Forecast_Type String False

An indicator of whether this forecast is a direct forecast or a rollup forecast. Direct forecasts reflect an individual contributor, while rollup forecasts reflect aggregated team submissions.

Id [KEY] String True

The Id of this forecast record. The system uses this Id to reference and manage the forecast internally.

Likely_Case Decimal True

The most realistic revenue projection for the forecasting period. This value is typically treated as the primary forecast submission.

Name String False

The display name of this forecast. This value is shown in lists, submission views, and dashboard drill-downs.

Opp_Count Int True

The total number of opportunities that are represented in this forecast. This count is used to measure pipeline volume and activity.

Opp_Weigh_Value Int True

The weighted revenue value of all opportunities that are represented in this forecast. This value reflects stage-based probability adjustments.

Pipeline_Amount Decimal True

The projected revenue value of all open opportunities that are included in the forecast pipeline, excluding closed-won or closed-lost deals.

Pipeline_Opp_Count Int True

The number of open opportunities that are included in this forecast pipeline. This count excludes closed-won and closed-lost opportunities to show active pipeline size.

Reports_To_User_Name String True

The display name of the manager or supervisor to whom the forecasting user reports. This value supports rollup forecasting and hierarchy visualization.

Start_Date Date False

The start date of the forecasting period that is associated with this forecast. This date defines the beginning of the revenue evaluation window.

Timeperiod_Id String False

The Id of the time period that is associated with this forecast. The time period defines the calendar or fiscal window for forecasting.

User_Id String False

The Id of the user to whom this forecast applies. This value identifies the forecast owner in reporting and rollup operations.

User_Name String True

The display name of the user to whom this forecast applies. This value appears in dashboards and performance views.

Worst_Case Decimal True

The conservative lower-bound revenue projection for the forecasting period. This value reflects risk-adjusted estimates for uncertain opportunities.

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Build 25.0.9454