Quotas
Stores sales quota assignments for users or teams over specific time periods. This table supports performance measurement and goal tracking.
Columns
| Name | Type | ReadOnly | Description |
| Amount | Decimal | False |
The quota amount that is assigned to the user for the defined period. This value represents the target revenue or attainment goal. |
| Amount_Base_Currency | Decimal | False |
The quota amount that is expressed in the system's base currency. This value supports reporting consistency in multi-currency environments. |
| Assigned_User_Id | String | False |
The identifier (Id) of the user who is responsible for meeting this quota target. This assignment determines ownership and performance tracking. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to this quota. This value is shown in the user interface for readability and reporting. |
| Base_Rate | String | False |
The exchange rate that is applied to convert the quota amount to or from the base currency. This value supports multi-currency calculations. |
| Commentlog | String | True |
The comment log entries that are associated with this quota record. This field stores collaboration notes or review context. |
| Committed | Bool | False |
A Boolean field that returns a value of 'true' when the user has committed to achieving this quota. It returns a value of 'false' when the quota is not yet committed. |
| Created_By | String | True |
The Id of the user who created this quota record. This value identifies the record author for auditing and ownership tracking. |
| Created_By_Name | String | True |
The display name of the user who created this quota record. This value is shown in the user interface and reports. |
| Currency_Id | String | False |
The Id of the currency that is associated with the quota amount. This value supports multi-currency configuration. |
| Currency_Name | String | True |
The display name of the currency that is associated with the quota. This value is shown for readability in user interface displays and reporting. |
| Currency_Symbol | String | True |
The symbol representing the currency that is associated with the quota (for example, '$', '€', or '£'). This value supports formatted presentation of financial values. |
| Date_Entered | Datetime | True |
The date and time when this quota record was created. This value supports timeline tracking and auditing. |
| Date_Modified | Datetime | True |
The date and time when this quota record was most recently updated. This field supports version history and change review. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when this quota record is marked as deleted. It returns a value of 'false' when the record remains active and available for use. |
| Description | String | False |
A detailed description of the quota. This field can include forecasting notes, planning context, or justification comments. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this quota record to receive activity updates. It returns a value of 'false' when the user is not following the record. |
| Id [KEY] | String | True |
The unique Id for this quota record. This value is used to reference the record across reports, dashboards, and related modules. |
| Locked_Fields | String | True |
The list of fields that are restricted from editing for this quota record. This value prevents updates to system-controlled configuration. |
| Modified_By_Name | String | True |
The display name of the user who most recently modified this quota record. This value provides transparency into recent updates. |
| Modified_User_Id | String | True |
The Id of the user who most recently updated this quota record. This field identifies the source of the latest modification. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the current user has marked this quota record as a favorite. It returns a value of 'false' when the record is not marked as a favorite. |
| Name | String | False |
The name of the quota record. This value is used as the primary label throughout the system. |
| Quota_Type | String | False |
The classification of the quota (for example, 'individual', 'team', or 'regional'). This value determines how the quota is rolled up and reported. |
| Sync_Key | String | True |
The synchronization key that is used to match this quota record with external systems. This value ensures data consistency across integrations. |
| Timeperiod_Id | String | False |
The Id of the time period (for example, a month, quarter, or fiscal year) that this quota applies to. This value determines the timeframe for measuring attainment. |
| User_Full_Name | String | False |
The full display name of the user that is associated with this quota. This value is shown in reports and dashboards for readability. |
| User_Id | String | False |
The Id of the user whose performance is being measured against this quota. This value establishes the quota's ownership and reporting alignment. |
| User_Name | String | False |
The login or username of the user that is associated with this quota. This value is used to distinguish users in selection lists and administrative tools. |