ForecastManagerWorksheets
Stores forecast review worksheets that are created by managers during forecast roll-up cycles. This table supports collaborative forecast validation and revenue planning oversight.
Columns
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True |
The list of team names that are associated with this forecast worksheet. These names determine which teams have access to view or collaborate on the forecast data. |
| Acl_Team_Set_Id | String | False |
The unique identifier (Id) of the team set that is associated with this forecast worksheet. The team set defines all teams that are granted record access. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned ownership of this forecast worksheet. This user is responsible for reviewing and submitting forecast values. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned ownership of this forecast worksheet. This value is shown in team dashboards and roll-up views. |
| Base_Rate | String | False |
The baseline conversion rate that is applied to currency or revenue calculations for the forecast. This value can reflect organizational or regional financial settings. |
| Best_Case | Decimal | True |
The best-case revenue estimate for the forecasting period. This value represents the optimistic upper bound of expected performance. |
| Best_Case_Adjusted | Decimal | True |
The best-case revenue estimate that is adjusted by a manager during review. This adjustment reflects managerial judgment that is based on pipeline quality or strategic considerations. |
| Closed_Amount | Decimal | True |
The total amount of closed-won revenue that is included in the forecast. This value is used to measure progress toward quota. |
| Created_By | String | True |
The Id of the user who created this forecast worksheet record. This value supports record origin tracking. |
| Created_By_Name | String | True |
The display name of the user who created this forecast worksheet record. This value appears in administrative and historical review contexts. |
| Currency_Id | String | False |
The Id of the currency that is associated with values in this forecast worksheet. This Id ensures consistency in multi-currency environments. |
| Currency_Name | String | True |
The name of the currency that is associated with values in this forecast worksheet. This name appears in user-facing displays. |
| Currency_Symbol | String | True |
The symbol of the currency that is associated with values in this forecast worksheet (for example, '$', '€', or '£'). |
| Date_Entered | Datetime | True |
The date and time when this forecast worksheet record was created. This timestamp supports audit history and reporting. |
| Date_Modified | Datetime | True |
The date and time when this forecast worksheet record was last updated. This timestamp supports version and change tracking. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when this forecast worksheet record is marked as deleted. It returns a value of 'false' when the record is active. |
| Description | String | False |
A detailed narrative note that explains the context or purpose of this forecast entry. This field is often used to provide commentary for review or submission. |
| Draft | Bool | False |
A Boolean field that returns a value of 'true' when the forecast worksheet is in draft state and not finalized. It returns a value of 'false' when the worksheet has been committed or approved. |
| Draft_Save_Type | String | False |
The method that is used to save the draft version of the forecast worksheet (for example, 'manual' or 'automatic save'). |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this forecast worksheet record. It returns a value of 'false' when the user is not following it. |
| Id [KEY] | String | True |
The Id of this forecast worksheet record. The system uses this Id to reference and manage the record internally. |
| Is_Manager | Bool | False |
A Boolean field that returns a value of 'true' when the assigned user is designated as a manager for forecast roll-up purposes. It returns a value of 'false' when the user does not have managerial forecast authority. |
| Likely_Case | Decimal | True |
The most realistic revenue estimate based on current pipeline conditions. This value is typically used as the primary forecast submission amount. |
| Likely_Case_Adjusted | Decimal | True |
The most realistic revenue estimate that is adjusted by a manager during review. This adjustment reflects managerial evaluation of deal confidence and timing. |
| Locked_Fields | String | True |
The list of fields that are locked from modification on this forecast worksheet record. Locked fields protect reviewed or committed forecast values from change. |
| Manager_Saved | Bool | False |
A Boolean field that returns a value of 'true' when the manager has saved or committed their review of this forecast worksheet. It returns a value of 'false' when the worksheet has not been manager-approved. |
| Modified_By_Name | String | True |
The display name of the user who last modified this forecast worksheet record. This value provides context in audit and change review. |
| Modified_User_Id | String | True |
The Id of the user who most recently updated this forecast worksheet record. This value supports traceability of changes. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when this forecast worksheet is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite. |
| Name | String | False |
The display name of the forecast worksheet. This value identifies the worksheet in lists and summary views. |
| Opp_Count | Int | True |
The total number of opportunities that are represented in this forecast worksheet. This count helps assess pipeline volume. |
| Pipeline_Amount | Decimal | True |
The total projected revenue for all open opportunities in the forecast pipeline, excluding closed-won and closed-lost deals. |
| Pipeline_Opp_Count | Int | True |
The number of open opportunities that are included in the forecast pipeline. This value excludes opportunities that are already closed. |
| Quota | Decimal | True |
The revenue target or performance goal that is assigned to the forecasting user or team for the defined period. |
| Show_History_Log | Int | True |
A control field that determines whether history and adjustment logs are shown for this forecast worksheet. |
| Sync_Key | String | True |
The synchronization key that is used to match this forecast worksheet with corresponding records in external systems or integrations. |
| Team_Count | String | False |
The number of teams that are associated with this forecast worksheet. This value affects collaboration and access scope. |
| Team_Id | String | False |
The Id of the primary team that is associated with this forecast worksheet record. The primary team defines the default access context. |
| Team_Name | String | False |
The display name of the primary team that is associated with this forecast worksheet. This value appears in assignment and filtering interfaces. |
| Team_Set_Id | String | False |
The Id of the team set that is assigned to this forecast worksheet. The team set defines the full list of teams with access rights. |
| Timeperiod_Id | String | False |
The Id of the time period that is associated with this forecast worksheet. The time period defines the forecasting window. |
| User_Id | String | False |
The Id of the user for whom the forecast worksheet is recorded. This value is used for roll-up and dashboard calculations. |
| Worst_Case | Decimal | True |
The worst-case revenue estimate based on low-confidence pipeline projections. This value represents a conservative performance outlook. |
| Worst_Case_Adjusted | Decimal | True |
The worst-case revenue estimate that is adjusted by a manager during review. This adjustment reflects managerial assessment of risk or uncertainty. |