TerritoryBudgets
Captures budget allocations at the territory level, supporting financial planning and tracking for marketing, sales, and field activities within specific geographic or organizational units.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the territory budget record, typically auto-generated by the system. |
| Global ID | String | True |
System-wide unique global identifier used to reference this record across integrations. |
| Link | String | False |
Direct system link or reference URL for accessing the record within the Vault interface. |
| Territory Budget Name | String | False |
Human-readable name assigned to the territory budget for identification and reporting purposes. |
| Status | String | False |
Current state of the budget record, such as Draft, Active, or Archived, indicating its lifecycle stage. |
| Created By | String | True |
Username or system ID of the user who originally created the territory budget entry. |
| Created Date | Datetime | True |
Timestamp indicating when the territory budget was first created in the system. |
| Last Modified By | String | True |
Username or system ID of the user who last updated the territory budget record. |
| Last Modified Date | Datetime | True |
Timestamp of the most recent update to the budget record's data or status. |
| Active | Bool | False |
Boolean flag that indicates whether the territory budget is currently active and in use. |
| Current Quantity | Decimal | False |
The latest available quantity allocated in the territory budget, such as units of a resource. |
| Current Value | Decimal | False |
The latest financial value assigned to the budget, in local currency, reflecting current allocation. |
| Current Value Corp | Decimal | True |
Corporate-adjusted financial value of the current budget, used for cross-region or global reporting. |
| Local Currency | String | False |
Three-letter ISO currency code representing the local currency for this budget (for example, USD, EUR). |
| Description | String | False |
Detailed description or notes associated with the territory budget, often outlining its purpose or scope. |
| End Date | Date | False |
The date on which the territory budget is scheduled to end or expire. |
| Last Transaction | Date | False |
Date of the most recent financial or quantity-based transaction associated with the budget. |
| Start Date | Date | False |
The official start date for the territory budget period, marking when allocations begin. |
| Start Quantity | Decimal | False |
Initial quantity allocated at the start of the budget cycle for tracking usage over time. |
| Start Value | Decimal | False |
Initial monetary value assigned to the budget at the beginning of the budget period. |
| Start Value Corp | Decimal | True |
Initial corporate-adjusted value of the budget used for global financial consolidation. |
| Territory Budget Status | String | False |
Operational status of the territory budget, typically indicating progress or approval stage. |
| Territory | String | False |
Identifier or name of the territory associated with this budget, linking it to a regional or geographic area. |
| Type | String | False |
Category or classification of the territory budget, such as promotional, operational, or capital. |
| Product | String | False |
Reference to the product associated with the budget, indicating what the funds or resources are intended to support. |
| Owner | String | False |
User or group responsible for managing the territory budget, typically a field manager or business unit lead. |
| Legacy CRM Id | String | False |
Identifier used to link the budget to legacy Customer Relationship Management (CRM) systems, supporting data migration or backward compatibility. |