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. |