RevenueLineItems
Stores granular revenue projection and forecast line items. This table supports stage-based forecasting and revenue analytics.
Columns
| Name | Type | ReadOnly | Description |
| Account_Id | String | False |
The unique identifier (Id) of the account that is associated with this revenue line item. This value links the line item to the customer or organization involved in the sale. |
| Account_Name | String | True |
The display name of the account that is associated with this revenue line item. This value is shown in the user interface for readability and reporting. |
| Acl_Team_Names | String | True |
The list of team names that are associated with this revenue line item record. This value supports collaboration, access control, and visibility filtering. |
| Acl_Team_Set_Id | String | False |
The Id of the set of teams that have access to this revenue line item. This value is used to manage shared permission assignments. |
| Add_On_To_Id | String | False |
The Id of the purchased line item to which this revenue line item is an add-on. This value establishes the relationship between primary and supplementary items. |
| Add_On_To_Name | String | True |
The display name of the purchased line item to which this revenue line item is added. This value is shown in the interface to provide clarity and context. |
| Asset_Number | String | False |
The asset tag or tracking number that identifies the product item currently in use. This value supports asset management and lifecycle tracking. |
| Assigned_User_Id | String | False |
The Id of the user who is responsible for this revenue line item. This assignment determines ownership and workflow accountability. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to this revenue line item. This value is shown in the user interface for clarity and reporting. |
| Base_Rate | String | True |
The exchange rate factor that is applied to convert the revenue line item amount from its original currency to the base currency. This value supports multi-currency financial reporting. |
| Best_Case | Decimal | True |
The optimistic or highest potential revenue amount that can result from this revenue line item. This value supports forecasting and pipeline analysis. |
| Book_Value | Decimal | True |
The accounting book value of the product that is associated with this revenue line item. This value supports asset valuation and financial reporting. |
| Book_Value_Date | Date | False |
The date on which the book value was calculated. This value is used to validate the timing of valuation entries. |
| Book_Value_Usdollar | Decimal | True |
The book value expressed in United States dollars (USD). This value supports standardized reporting across currencies. |
| Campaign_Id | String | False |
The Id of the campaign that generated the lead or opportunity associated with this revenue line item. This value supports attribution and campaign performance tracking. |
| Campaign_Name | String | True |
The display name of the campaign that is associated with this revenue line item. This value is shown to support visibility in the user interface and reports. |
| Catalog_Service_Duration_Unit | String | True |
The unit of time that is associated with the product catalog service duration (for example, 'Days', 'Months', or 'Years'). This value supports entitlement and renewal calculations. |
| Catalog_Service_Duration_Value | Int | True |
The numeric duration value that corresponds to the Catalog_Service_Duration_Unit field. This value defines the length of the associated service period. |
| Category_Id | String | False |
The Id of the product category that is associated with this revenue line item. This value supports product classification and reporting. |
| Category_Name | String | True |
The display name of the product category that is associated with this revenue line item. This value is shown for readability in the user interface. |
| Commentlog | String | True |
The comment log entries that are associated with this revenue line item. This field stores collaboration notes, historical context, or decision-related communication. |
| Commit_Stage | String | False |
The forecast commitment category for this revenue line item (for example, 'Include', 'Likely', or 'Omit'. This value supports sales forecasting and revenue projection. |
| Cost_Price | Decimal | True |
The cost of the product that is associated with this revenue line item before markup or margin is applied. This value supports profitability analysis. |
| Cost_Usdollar | Decimal | True |
The cost of the product that is expressed in USDs. This value supports standardized financial reporting across currencies. |
| Created_By | String | True |
The Id of the user who created this revenue line item 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 revenue line-item record. This value is shown in the user interface for readability. |
| Currency_Id | String | False |
The Id of the currency that is associated with the monetary values in this revenue line item. This value supports multi-currency pricing and conversion. |
| Currency_Name | String | True |
The display name of the currency associated with this revenue line item. This value is shown for readability and reporting clarity. |
| Currency_Symbol | String | True |
The symbol that represents the currency used in this revenue line item (for example, '$', '€', or '£'). This value supports formatted financial display. |
| Date_Closed | Date | False |
The expected or actual date when this revenue line item is considered closed. This value supports revenue recognition and pipeline analysis. |
| Date_Closed_Timestamp | String | True |
The timestamp representation of the Date_Closed value. This value can support audit precision or system-driven event processing. |
| Date_Entered | Datetime | True |
The date and time when this revenue line-item record was created. This value supports lifecycle tracking and auditing. |
| Date_Modified | Datetime | True |
The date and time when this revenue line-item record was most recently updated. This field supports change tracking and version awareness. |
| Date_Purchased | Date | False |
The date when the associated product or service was purchased. This value supports warranty, entitlement, and billing timelines. |
| Date_Support_Expires | Date | False |
The date when support coverage for the associated product ends. This value supports renewal and service continuity planning. |
| Date_Support_Starts | Date | False |
The date when support coverage for the associated product begins. This value marks the start of the service entitlement period. |
| Deal_Calc | Decimal | True |
The calculated revenue or loss associated with this revenue line item. This value supports margin and profitability analysis. |
| Deal_Calc_Usdollar | Decimal | True |
The calculated revenue or loss expressed in USDs. This value supports standardized reporting. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when this revenue line item 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 revenue line item. This field can include usage notes, context, or supporting business details. |
| Discount_Amount | String | True |
The total discount amount that is applied to the revenue line item. This value reflects pricing reductions before final revenue calculation. |
| Discount_Amount_Signed | Decimal | True |
The discount amount represented as a signed value, which can be positive or negative depending on calculation rules. |
| Discount_Amount_Usdollar | Decimal | True |
The total discount amount expressed in USDs. This value supports consistent reporting across currencies. |
| Discount_Price | Decimal | True |
The discounted price of the product before taxes or fees. This value reflects adjustments applied to the standard sales price. |
| Discount_Rate_Percent | Decimal | True |
The discount percentage that is applied to the product price. This value influences final pricing and margin calculations. |
| Discount_Select | Bool | False |
A Boolean field that returns a value of 'true' when a discount option has been selected for this revenue line item. It returns a value of 'false' when no discount selection is applied. |
| Discount_Usdollar | Decimal | True |
The discounted price of the product that is expressed in USD. This value supports standardized pricing and reporting. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following this revenue line item to receive activity updates. It returns a value of 'false' when the user is not following the record. |
| Forecasted_Likely | Decimal | True |
The forecasted revenue amount that is likely to be recognized, based on the rollup of included revenue line items associated with the related opportunity. |
| Generate_Purchase | String | False |
The setting that indicates whether a purchase record should be generated from this revenue line item (for example, 'Yes', 'No', or 'Completed'). This value supports process automation and workflow progression. |
| Id [KEY] | String | True |
The Id for this revenue line-item record. This value is used to reference and manage the line item across the system. |
| Lead_Source | String | False |
The source from which the product or opportunity originated (for example, 'marketing outreach' or 'referral'). This value supports attribution and performance analysis. |
| Likely_Case | Decimal | False |
The most probable revenue amount that is expected to be recognized from this revenue line item. This value supports forecasting and pipeline evaluation. |
| List_Price | Decimal | True |
The standard list price of the product before any discounts or adjustments are applied. This value serves as the pricing baseline. |
| List_Usdollar | Decimal | True |
The list price expressed in USDs. This value supports standardized reporting across currencies. |
| Lock_Duration | Bool | False |
A Boolean field that returns a value of 'true' when direct editing of the duration field is restricted for this revenue line item. It returns a value of 'false' when the duration can be freely edited. |
| Locked_Fields | String | True |
The list of fields that are restricted from editing for this revenue line item. This value protects system-governed configuration and prevents unauthorized updates. |
| Manufacturer_Id | String | False |
The Id of the manufacturer that is associated with this product. This value supports product sourcing and vendor alignment. |
| Manufacturer_Name | String | True |
The display name of the manufacturer that is associated with this product. This value is shown in the user interface for clarity. |
| Mft_Part_Num | String | False |
The part number that is assigned by the manufacturer. This value supports product identification and inventory tracking. |
| Modified_By_Name | String | True |
The display name of the user who most recently modified this revenue line item. This value provides visibility into update history. |
| Modified_User_Id | String | True |
The Id of the user who most recently updated this revenue line item. This value identifies the source of the latest modification. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the record 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 name of the revenue line item. This value is used as the primary label throughout the system. |
| Next_Step | String | False |
The next action or milestone planned for advancing the related opportunity toward closure. This value supports sales process tracking. |
| Opportunity_Id | String | False |
The Id of the opportunity that this revenue line item is associated with. This value links the line item to a broader sales context. |
| Opportunity_Name | String | False |
The display name of the opportunity that is associated with this revenue line item. This value is shown for readability in reports and the user interface. |
| Pricing_Factor | Int | True |
The pricing factor that is applied when calculating the final sale price based on the selected pricing formula. This value influences pricing outcomes. |
| Pricing_Formula | String | False |
The pricing formula that determines how the product price is calculated (for example, 'Fixed' or 'Markup over Cost'). This value controls pricing behavior. |
| Probability | Int | True |
The probability of closure for this revenue line item, expressed as a percentage. This value supports forecasting and pipeline confidence evaluation. |
| Product_Template_Id | String | False |
The Id of the product template from which this revenue line item was derived. This value supports reuse of standardized product definitions. |
| Product_Template_Name | String | True |
The display name of the product template that is associated with this revenue line item. This value is shown in the user interface for clarity. |
| Product_Type | String | False |
The classification of the product that is associated with this revenue line item (for example, 'New' or 'Existing'). This value supports sales reporting and segmentation. |
| Purchasedlineitem_Id | String | False |
The Id of the purchased line item that was created from this revenue line item, when it is applicable. This value supports lifecycle linkage from quote to purchase fulfillment. |
| Purchasedlineitem_Name | String | True |
The display name of the purchased line item that is associated with this revenue line item. This value provides clarity in user interfaces. |
| Quantity | Decimal | True |
The quantity of the product that is being sold or delivered. This value contributes to pricing and revenue calculation. |
| Quote_Id | String | False |
The Id of the quote that generated this revenue line item, when it is applicable. This value maintains traceability from quoting to sales execution. |
| Quote_Name | String | True |
The display name of the quote associated with this revenue line item. This value is shown for readability in reports and UI references. |
| Renewable | Bool | False |
A Boolean field that returns a value of 'true' when the sales item is renewable, such as a recurring service. It returns a value of 'false' when the item is not renewable. |
| Renewal | Bool | True |
A Boolean field that returns a value of 'true' when this revenue line item represents a renewal. It returns a value of 'false' when it does not represent a renewal. |
| Renewal_Rli_Id | String | False |
The Id of the revenue line item from which this renewal was generated. This value supports renewal lifecycle tracking. |
| Renewal_Rli_Name | String | True |
The display name of the revenue line item that this renewal originated from. This value provides context and traceability. |
| Sales_Stage | String | False |
The current sales stage associated with this revenue line item. This value reflects progress toward closure within the sales cycle. |
| Serial_Number | String | False |
The serial number associated with the product. This value supports product tracking, service, and warranty operations. |
| Service | Bool | False |
A Boolean field that returns a value of 'true' when the item is a service rather than a physical product. It returns a value of 'false' when the item is a product. |
| Service_Duration_Multiplier | Decimal | True |
The multiplier that represents the duration of this service compared to a standard service template. This value supports entitlement adjustments and renewal forecasting. |
| Service_Duration_Unit | String | False |
The unit of time that defines the service duration (for example, 'Days', 'Months', or 'Years'). This value supports billing and renewal scheduling. |
| Service_Duration_Value | Int | True |
The numeric value that represents the length of the service duration. For example, if the duration is 4 months, the value is '4'. |
| Service_End_Date | String | True |
The date when the service period ends. This value marks the end of the entitlement period. |
| Service_Start_Date | Date | False |
The date when the service period begins. This value marks the start of the entitlement period. |
| Status | String | False |
The current status of the revenue line item (for example, 'Quoted', 'Ordered', or 'Shipped'). This value supports fulfillment and sales tracking. |
| Subtotal | Decimal | True |
The total amount of the revenue line item before any discounts are applied, taking proration into consideration. This value supports pricing and revenue calculation. |
| Support_Contact | String | False |
The contact responsible for support related to this sales item. This value identifies the appropriate person for service coordination. |
| Support_Description | String | False |
The description of the sales item for support purposes. This value provides service-related context. |
| Support_Name | String | False |
The name of the sales item that is used in support contexts. This value is shown in service and entitlement workflows. |
| Support_Term | String | False |
The duration or length of the support contract. This value influences renewal and service entitlement timelines. |
| Sync_Key | String | True |
The synchronization key that is used to match this revenue line item with external systems. This value ensures data consistency across integrations. |
| Tag | String | False |
The tags that are associated with this revenue line item. Tags support filtering, grouping, and categorization. |
| Tax_Class | String | False |
The tax classification that is applied to this revenue line item (for example, 'Taxable' or 'Non-taxable'). This value influences tax calculation. |
| Team_Count | String | False |
The number of teams that are associated with this revenue line item. This value indicates collaboration breadth and access distribution. |
| Team_Id | String | False |
The Id of the primary team that is responsible for this revenue line item. This value establishes ownership for permissions and visibility. |
| Team_Name | String | False |
The display name of the primary team that is associated with this revenue line item. This value is shown in the user interface for clarity. |
| Team_Set_Id | String | False |
The Id of the set of teams that share access to this revenue line item. This value supports multi-team collaboration and permission management. |
| Total_Amount | Decimal | True |
The total amount of the revenue line item after pricing adjustments and discounts are applied. This value represents final revenue impact. |
| Type_Id | String | False |
The Id of the product type that is associated with this revenue line item. This value supports classification and reporting. |
| Type_Name | String | True |
The display name of the product type that is associated with this revenue line item. This value is shown in the user interface for readability. |
| Vendor_Part_Num | String | False |
The part number that is assigned by the vendor. This value supports procurement and supply chain alignment. |
| Website | String | False |
The website URL that is associated with the sales item. This value can link to product reference or documentation. |
| Weight | Decimal | True |
The physical weight of the sales item. This value can impact shipping cost calculations. |
| Worst_Case | Decimal | True |
The lowest expected revenue outcome for this revenue line item. This value supports conservative forecasting and risk assessment. |