CData Python Connector for SugarCRM

Build 25.0.9454

ForecastWorksheets

Stores individual user-level forecast worksheet entries. This table supports personalized pipeline assessment and forecasting adjustments.

Columns

Name Type ReadOnly Description
Account_Id String False

The unique identifier (Id) of the account that is associated with this forecast worksheet. This Id links the worksheet to the customer relationship context.

Account_Name String True

The display name of the account that is associated with this forecast worksheet. This value appears in list views, dashboards, and forecasting summaries.

Acl_Team_Names String True

The list of team names that are associated with this forecast worksheet. These team names determine record visibility and collaboration access.

Acl_Team_Set_Id String False

The Id of the team set that is associated with this forecast worksheet. The team set defines all teams that are granted access rights.

Assigned_User_Id String False

The Id of the user who is assigned responsibility for maintaining and submitting this forecast worksheet.

Assigned_User_Name String True

The display name of the user who is assigned responsibility for this forecast worksheet. This value is shown in dashboards and reporting contexts.

Base_Rate String False

The baseline conversion rate that is applied to revenue and currency calculations in this forecast worksheet.

Best_Case Decimal True

The optimistic upper-bound revenue projection for this worksheet, based on high-confidence opportunities.

Campaign_Id String False

The Id of the campaign that is associated with this forecast worksheet, when the forecasted opportunity is campaign-driven.

Campaign_Name String True

The display name of the campaign that is associated with this forecast worksheet. This value is used for marketing and attribution reporting.

Category_Id String False

The Id of the product or opportunity category that is associated with this forecast worksheet. Categories support reporting segmentation.

Category_Name String True

The display name of the category that is associated with this forecast worksheet. This value appears in selection lists and roll-up summaries.

Commit_Stage String False

The commit classification that indicates whether the forecast amount should be included, likely, or omitted. This value reflects sales confidence and forecasting posture.

Cost_Price Decimal True

The internal cost of the product or service that is associated with the forecasted revenue. This value is used in margin analysis.

Created_By String True

The Id of the user who created this forecast worksheet record. This value supports audit and historical traceability.

Created_By_Name String True

The display name of the user who created this forecast worksheet record. This value appears in history and administrative views.

Currency_Id String False

The Id of the currency that is associated with values in this forecast worksheet. This Id ensures proper currency conversion in multi-currency environments.

Currency_Name String True

The display name of the currency that is associated with this forecast worksheet.

Currency_Symbol String True

The symbol of the currency that is associated with this forecast worksheet (for example, '$', '€', or '£').

Date_Closed Date False

The expected or actual close date of the underlying opportunity that is represented in this forecast worksheet.

Date_Closed_Timestamp String True

The system timestamp that is associated with the Date_Closed value and used for sorting and reporting precision.

Date_Entered Datetime True

The date and time when this forecast worksheet record was created. This timestamp supports history tracking.

Date_Modified Datetime True

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

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 remains active.

Description String False

A descriptive note that explains the context, purpose, or status of this forecast worksheet entry.

Discount_Amount Decimal True

The discount amount that is applied to the product or revenue value. This value represents the financial reduction from list price.

Discount_Price Decimal True

The discounted sales price of the product or opportunity after reductions are applied.

Draft Int True

An indicator that specifies whether this forecast worksheet is a draft version. Draft entries are not final for forecasting submission.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following this forecast worksheet. 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 worksheet internally.

Lead_Source String False

The lead source that originated the opportunity represented in this worksheet (for example, 'Web Form', 'Referral', or 'Campaign').

Likely_Case Decimal True

The most realistic revenue projection for this forecast worksheet based on current pipeline confidence.

List_Price Decimal True

The standard list price of the product or service before discounts or adjustments are applied.

Locked_Fields String True

The list of fields that are locked from modification. These fields are typically locked after managerial review to preserve forecast integrity.

Modified_By_Name String True

The display name of the user who last modified this forecast worksheet record.

Modified_User_Id String True

The Id of the user who most recently updated this forecast worksheet record. This value supports audit traceability.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the 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 this forecast worksheet. This value appears in dashboards, roll-ups, and forecast submission views.

Next_Step String False

The next action or follow-up step in the sales process for the opportunity represented in this worksheet.

Opportunity_Id String False

The Id of the opportunity that is associated with this forecast worksheet. This Id links the worksheet to core pipeline data.

Opportunity_Name String True

The display name of the opportunity that is associated with this forecast worksheet.

Parent_Deleted Int True

An indicator that specifies whether the parent record of this worksheet is marked as deleted.

Parent_Id String False

The Id of the parent record that is associated with this forecast worksheet (for example, 'Account' or 'Opportunity').

Parent_Name String True

The display name of the parent record that is associated with this forecast worksheet.

Parent_Type String True

The SugarCRM module to which this forecast worksheet is associated (for example, 'Opportunities' or 'Revenue Line Items').

Probability Int True

The probability percentage that is assigned to the opportunity, representing the likelihood of closure.

Product_Template_Id String False

The Id of the product template that is used to standardize item characteristics in forecasting.

Product_Template_Name String True

The name of the product template that is used for the forecast entry.

Product_Type String False

The classification of the product (for example, 'New Business' or 'Existing Business'). This value supports segmentation analysis.

Quantity Int True

The quantity of the product or service that is included in the forecast projection.

Sales_Stage String False

The current sales stage that indicates the opportunity's progression toward closure.

Sales_Status String False

The status of the opportunity that is associated with the forecast worksheet, reflecting deal condition or progress.

Sync_Key String True

The synchronization key that is used to align this forecast worksheet with external systems or integration processes.

Team_Count String False

The number of teams that are associated with this forecast worksheet. This value affects collaboration and record visibility.

Team_Id String False

The Id of the primary team that is associated with this forecast worksheet. The primary team defines the default access scope.

Team_Name String False

The display name of the primary team that is associated with this forecast worksheet.

Team_Set_Id String False

The Id of the team set that is associated with this forecast worksheet. The team set defines the complete group of teams that are granted access.

Total_Amount Decimal True

The total projected revenue amount for the worksheet, based on product quantity and pricing adjustments.

Worst_Case Decimal True

The conservative revenue projection for the worksheet based on low-confidence pipeline expectations.

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Build 25.0.9454