Professional Services Automation Data Dictionary

Revenue_Forecast__c

Label: Revenue Forecast

Stores the revenue forecast for a project or an opportunity.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Actual_Hours__c Actual Hours Spring 2023 The number of actual hours included in the % Complete revenue forecast calculation for this month.

Number(18,2)
Actual_Weighted_Effort__c Actual Weighted Effort Summer 2023 The weighted effort associated with actual hours for a given monthly time period. This field is only relevant if you are using the Weighting feature for % Complete monthly forecast calculations.

Number(18,2)
Actuals__c Actuals Fall 2019 Contains the combined value of the Revenue Recognized to Date and the Revenue Pending Recognition fields.

Formula:
Revenue_Recognized_To_Date__c + Revenue_Pending_Recognition__c
Currency(18,2)
Corp_Actuals__c Corp: Actuals Fall 2020 Contains the combined value of the Corp: Revenue Recognized to Date and the Corp: Revenue Pending Recognition fields.

Formula:
Corp_Revenue_Recognized_To_Date__c + Corp_Revenue_Pending_Recognition__c
Number(18,2)
Corp_Currency__c Corp: Currency Fall 2020 The corporate currency of the org at the time the revenue forecast was run.

Text(3)
Corp_Revenue_Pending_Recognition__c Corp: Revenue Pending Recognition Fall 2020 In the corporate currency, the revenue that is ready for recognition on this revenue forecast.

Summary
Corp_Revenue_Recognized_To_Date__c Corp: Revenue Recognized to Date Fall 2020 In the corporate currency, the revenue that has already been recognized on this revenue forecast.

Summary
Corp_Scheduled_Revenue__c Corp: Scheduled Revenue Fall 2020 In the corporate currency, the revenue that is scheduled for recognition on this revenue forecast.

Summary
Corp_Unscheduled_Revenue__c Corp: Unscheduled Revenue Fall 2020 In the corporate currency, revenue that is currently unscheduled. If there are months that do not contain any scheduled or actual revenue, the unscheduled revenue is spread evenly across those months, except for empty months that fall between months containing scheduled or actual revenue.

Summary
Last_Updated__c Last Updated Fall 2019 Date and time when this revenue forecast was last updated.

DateTime
Milestone__c Milestone Fall 2019 Lookup to the milestone this revenue forecast relates to.

Looks up to: Milestone__c
Lookup
Opportunity_Probability__c Opportunity Probability (%) Spring 2021 The probability of the opportunity that this revenue forecast relates to.

Percent(3,0)
Opportunity__c Opportunity Spring 2020 Lookup to the opportunity this revenue forecast relates to.

Looks up to: Opportunity

Lookup
Project__c Project Fall 2019 Lookup to the project this revenue forecast relates to.

Looks up to: Proj__c
Lookup
Revenue_Pending_Recognition__c Revenue Pending Recognition Fall 2019 The revenue that is ready for recognition on this revenue forecast.

Summary
Revenue_Recognized_To_Date__c Revenue Recognized to Date Fall 2019 The revenue that has already been recognized on this revenue forecast.

Summary
Scheduled_Hours__c Scheduled Hours Spring 2023 The number of scheduled hours included in the % Complete revenue forecast calculation for this month.

Number(18,2)
Scheduled_Revenue__c Scheduled Revenue Fall 2019 The revenue that is scheduled for recognition on this revenue forecast.

Summary
Scheduled_Weighted_Effort__c Scheduled Weighted Effort Summer 2023 The weighted effort associated with scheduled hours for a given monthly time period. This field is only relevant if you are using the Weighting feature for % Complete monthly forecast calculations.

Number(18,2)
Time_Period_End__c Time Period End Fall 2020 End date of the time period this record relates to.

Formula:
Time_Period__r.End_Date__c
Date
Time_Period_Start__c Time Period Start Fall 2020 Start date of the time period this record relates to.

Formula:
Time_Period__r.Start_Date__c
Date
Time_Period__c Time Period Fall 2019 Lookup to the time period set on this revenue forecast.

Looks up to: Time_Period__c
Lookup
Unscheduled_Hours__c Unscheduled Hours Spring 2023 The number of unscheduled hours included in the % Complete revenue forecast calculation for this month.

Number(18,2)
Unscheduled_Revenue__c Unscheduled Revenue Spring 2020 Revenue that is currently unscheduled.

Summary


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