Power BI Connector for SugarCRM

Build 25.0.9454

Quotas

Stores sales quota assignments for users or teams over specific time periods. This table supports performance measurement and goal tracking.

Columns

Name Type ReadOnly Description
Amount Decimal False

The quota amount that is assigned to the user for the defined period. This value represents the target revenue or attainment goal.

Amount_Base_Currency Decimal False

The quota amount that is expressed in the system's base currency. This value supports reporting consistency in multi-currency environments.

Assigned_User_Id String False

The identifier (Id) of the user who is responsible for meeting this quota target. This assignment determines ownership and performance tracking.

Assigned_User_Name String True

The display name of the user who is assigned to this quota. This value is shown in the user interface for readability and reporting.

Base_Rate String False

The exchange rate that is applied to convert the quota amount to or from the base currency. This value supports multi-currency calculations.

Commentlog String True

The comment log entries that are associated with this quota record. This field stores collaboration notes or review context.

Committed Bool False

A Boolean field that returns a value of 'true' when the user has committed to achieving this quota. It returns a value of 'false' when the quota is not yet committed.

Created_By String True

The Id of the user who created this quota record. This value identifies the record author for auditing and ownership tracking.

Created_By_Name String True

The display name of the user who created this quota record. This value is shown in the user interface and reports.

Currency_Id String False

The Id of the currency that is associated with the quota amount. This value supports multi-currency configuration.

Currency_Name String True

The display name of the currency that is associated with the quota. This value is shown for readability in user interface displays and reporting.

Currency_Symbol String True

The symbol representing the currency that is associated with the quota (for example, '$', '€', or '£'). This value supports formatted presentation of financial values.

Date_Entered Datetime True

The date and time when this quota record was created. This value supports timeline tracking and auditing.

Date_Modified Datetime True

The date and time when this quota record was most recently updated. This field supports version history and change review.

Deleted Bool False

A Boolean field that returns a value of 'true' when this quota record is marked as deleted. It returns a value of 'false' when the record remains active and available for use.

Description String False

A detailed description of the quota. This field can include forecasting notes, planning context, or justification comments.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following this quota record to receive activity updates. It returns a value of 'false' when the user is not following the record.

Id [KEY] String True

The unique Id for this quota record. This value is used to reference the record across reports, dashboards, and related modules.

Locked_Fields String True

The list of fields that are restricted from editing for this quota record. This value prevents updates to system-controlled configuration.

Modified_By_Name String True

The display name of the user who most recently modified this quota record. This value provides transparency into recent updates.

Modified_User_Id String True

The Id of the user who most recently updated this quota record. This field identifies the source of the latest modification.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the current user has marked this quota record as a favorite. It returns a value of 'false' when the record is not marked as a favorite.

Name String False

The name of the quota record. This value is used as the primary label throughout the system.

Quota_Type String False

The classification of the quota (for example, 'individual', 'team', or 'regional'). This value determines how the quota is rolled up and reported.

Sync_Key String True

The synchronization key that is used to match this quota record with external systems. This value ensures data consistency across integrations.

Timeperiod_Id String False

The Id of the time period (for example, a month, quarter, or fiscal year) that this quota applies to. This value determines the timeframe for measuring attainment.

User_Full_Name String False

The full display name of the user that is associated with this quota. This value is shown in reports and dashboards for readability.

User_Id String False

The Id of the user whose performance is being measured against this quota. This value establishes the quota's ownership and reporting alignment.

User_Name String False

The login or username of the user that is associated with this quota. This value is used to distinguish users in selection lists and administrative tools.

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Build 25.0.9454