CData Python Connector for SugarCRM

Build 25.0.9454

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.

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Build 25.0.9454