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. |