SECTIONSRevenue Forecast Dataset PS Cloud Analytics Output Fields
Professional Services Cloud
The Revenue Forecast dataset includes fields from the Revenue Forecast Version Detail, Revenue Forecast Version and Revenue Forecast objects in PSA as well as other associated objects. These fields are:
| Field Type | Field Label | Field API Name | Description |
|---|---|---|---|
| Measure | Account Annual Revenue Value | ValueAccountAnnualRevenue | The annual revenue of the source project or opportunity, in the corporate currency. |
| Account Number of Employees Value | ValueAccountNumberOfEmployees | The number of employees specified for the account associated with the project or opportunity. | |
| Actual Best Case Value | ValueActualBestCase | See Calculated Fields. | |
| Actual Value | ValueActual | SeeCalculated Fields | |
| Actual Worst Case Value | ValueActualWorstCase | SeeCalculated Fields | |
| Adjustment Best Case Value | ValueAdjustmentBestCase | The input adjustment value of the best case scenario for a given hierarchy level, minus the aggregate of all the input adjustment values below this level, in the corporate currency. | |
| Adjustment Opportunity Best Case Value | ValueOpportunityAdjustmentBestCase | The adjustment value of the best case scenario for the opportunity. | |
| Adjustment Opportunity Value | ValueOpportunityAdjustment | The adjustment value for the opportunity. | |
| Adjustment Opportunity Worst Case Value | ValueOpportunityAdjustmentWorstCase | The adjustment value of the worst case scenario for the opportunity. | |
| Adjustment Project Best Case Value | ValueProjectAdjustmentBestCase | The adjustment value of the best case scenario for the project. | |
| Adjustment Project Value | ValueProjectAdjustment | The adjustment value for the opportunity. | |
| Adjustment Project Worst Case Value | ValueProjectAdjustmentWorstCase | The adjustment value of the worst case scenario for the project. | |
| Adjustment Value | ValueAdjustment | The input adjustment value of the expected case scenario for a given hierarchy level, minus the aggregate of all the input adjustment values below this level, in the corporate currency. | |
| Adjustment Worst Case Value | ValueAdjustmentWorstCase | The input adjustment value of the worst case scenario for a given hierarchy level, minus the aggregate of all the input adjustment values below this level, in the corporate currency. | |
| Equal Split Milestone Pending Value | ValueEqualSplitMilestonePending | The amount of revenue that is ready for recognition within the relevant time period for the milestone revenue source, when using the "Equal Split" recognition method, in the corporate currency. | |
| Equal Split Milestone Recognized Value | ValueEqualSplitMilestoneRecognized | The amount of revenue that has already been recognized within the relevant time period for the milestone revenue source, when using the "Equal Split" recognition method. | |
| Equal Split Milestone Scheduled Value | ValueEqualSplitMilestoneScheduled | The amount of revenue that is scheduled for recognition within the relevant time period for the milestone revenue source, when using the "Equal Split" recognition method. | |
| Equal Split Project Pending Value | ValueEqualSplitProjectPending | The amount of revenue that is ready for recognition within the relevant time period for the Project revenue source, when using the "Equal Split" recognition, in the corporate currency. | |
| Equal Split Project Recognized Value | ValueEqualSplitProjectRecognized | The amount of revenue that has already been recognized within the relevant time period for the project revenue source, when using the "Equal Split" recognition method, in the corporate currency. | |
| Equal Split Project Scheduled Value | ValueEqualSplitProjectScheduled | The amount of revenue that is scheduled for recognition within the relevant time period for the project revenue source, when using the "Equal Split" recognition method, in the corporate currency. | |
| EvA Scheduled Value | ValueEvaScheduled | The amount of revenue that is scheduled for recognition within the relevant time period for the EvA revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Expense Pending Value | ValueExpensePending | The amount of revenue that is ready for recognition within the relevant time period for the expense revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Expense Recognized Value | ValueExpenseRecognized | The amount of revenue that has already been recognized within the relevant time period for the expense revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Forecast Best Case Value (excl Adjustments) | ValueForecastBestCaseExclAdjustments | The best case value of the forecast, minus adjustments, in the corporate currency. | |
| Forecast Best Case Value | ValueForecastBestCase | The best case value of the forecast in the corporate currency. | |
| Forecast Value (excl Adjustments) | ValueForecastExclAdjustments | The value of the forecast, minus adjustments, in the corporate currency. | |
| Forecast Value | ValueForecast | The value of the forecast in the corporate currency. | |
| Forecast Worst Case Value (excl Adjustments) | ValueForecastWorstCaseExclAdjustments | The worst case value of the forecast, minus adjustments, in the corporate currency. | |
| Forecast Worst Case Value | ValueForecastWorstCase | The worst case value of the forecast in the corporate currency. | |
| Milestone Pending Value | ValueMilestonePending | The amount of revenue that is ready for recognition for the milestone revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Milestone Recognized Value | ValueMilestoneRecognized | The amount of revenue that has already been recognized within the relevant time period for the milestone revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Milestone Scheduled Value | ValueMilestoneScheduled | The amount of revenue that is scheduled for recognition within the relevant time period for the milestone revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Misc Adjustment Pending Value | ValueMiscAdjustmentPending | The amount of revenue that is ready for recognition for the miscellaneous adjustment revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Misc Adjustment Recognized Value | ValueMiscAdjustmentRecognized | The amount of revenue that has already been recognized within the relevant time period for the miscellaneous adjustment revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Opportunity Unscheduled Best Case Value | ValueOpportunityUnscheduledBestCase | The amount of unscheduled revenue within the relevant time period for the opportunity revenue source, using the best case scenario, in the corporate currency. | |
| Opportunity Unscheduled Value | ValueOpportunityUnscheduled | The amount of unscheduled revenue within the relevant time period for the opportunity revenue source, in the corporate currency. | |
| Opportunity Unscheduled Worst Case Value | ValueOpportunityUnscheduledWorstCase | The amount of unscheduled revenue within the relevant time period for the opportunity revenue source, using the worst case scenario, in the corporate currency. | |
| Percent Complete Milestone Pending Value | ValuePercentCompleteMilestonePending | The amount of revenue that is ready for recognition within the relevant time period for the milestone revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Percent Complete Milestone Recognized Value | ValuePercentCompleteMilestoneRecognized | The amount of revenue that has already been recognized within the relevant time period for the milestone revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Percent Complete Milestone Scheduled Value | ValuePercentCompleteMilestoneScheduled | The amount of revenue that is scheduled for recognition within the relevant time period for the milestone revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Percent Complete Milestone Unscheduled Value | ValuePercentCompleteMilestoneUnscheduled | The amount of unscheduled revenue within the relevant time period for the milestone revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Percent Complete Project Pending Value | ValuePercentCompleteProjectPending | The amount of revenue that is ready for recognition within the relevant time period for the project revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Percent Complete Project Recognized Value | ValuePercentCompleteProjectRecognized | The amount of revenue that has already been recognized within the relevant time period for the project revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Percent Complete Project Scheduled Value | ValuePercentCompleteProjectScheduled | The amount of revenue that is scheduled for recognition within the relevant time period for the Project revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Percent Complete Project Unscheduled Value | ValuePercentCompleteProjectUnscheduled | The amount of unscheduled revenue within the relevant time period for the Project revenue source, when using the "% Complete" recognition method, in the corporate currency. | |
| Project Unscheduled Value | ValueProjectUnscheduled | The amount of unscheduled revenue for the project, in the corporate currency. | |
| Revenue Pending Recognition Value | ValueRevenuePendingRecognition | The billable value of all expense, miscellaneous adjustment, milestone, and timecard records for a given month, in the corporate currency. | |
| Revenue Recognized To Date Value | ValueRevenueRecognizedToDate | The value of the revenue that has already been recognized within the relevant time period, in the corporate currency. | |
| Scheduled Revenue Best Case Value | ValueScheduledRevenueBestCase | The amount of scheduled revenue within the relevant time period, using the best case scenario, in the corporate currency. | |
| Scheduled Revenue Value | ValueScheduledRevenue | The amount of scheduled revenue within the relevant time period, in the corporate currency. | |
| Scheduled Revenue Worst Case Value | ValueScheduledRevenueWorstCase | The amount of scheduled revenue within the relevant time period, using the worst case scenario, in the corporate currency. | |
| Timecard Pending Value | ValueTimecardPending | The amount of revenue that is ready for recognition for the timecard revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Timecard Recognized Value | ValueTimecardRecognized | The amount of revenue that has already been recognized within the relevant time period for the timecard revenue source, when using the "Deliverable" recognition method, in the corporate currency. | |
| Total Best Case Value (excl Adjustments) | ValueTotalBestCaseExclAdjustments | The sum total of actual and forecast values, using the best case scenario and excluding adjustments, in the corporate currency. | |
| Total Best Case Value | ValueTotalBestCase | The sum total of actual and forecast values, using the best case scenario, in the corporate currency. | |
| Total Value (excl Adjustments) | ValueTotalExclAdjustments | The sum total of actual and forecast values, minus adjustments, in the corporate currency. | |
| Total Value | ValueTotal | The sum total of actual and forecast values in the corporate currency. | |
| Total Worst Case Value (excl Adjustments) | ValueTotalWorstCaseExclAdjustments | The sum total of actual and forecast values, using the worst case scenario and excluding adjustments, in the corporate currency. | |
| Total Worst Case Value | ValueTotalWorstCase | The sum total of actual and forecast values, using the worst case scenario, in the corporate currency. | |
| Unscheduled Project Revenue Best Case Value | ValueProjectUnscheduledBestCase | The amount of unscheduled revenue for the project within the relevant time period, using the best case scenario, in the corporate currency. | |
| Unscheduled Project Revenue Worst Case Value | ValueProjectUnscheduledWorstCase | The amount of unscheduled revenue for the project within the relevant time period, using the worst case scenario, in the corporate currency. | |
| Unscheduled Revenue Best Case Value | Unscheduled Revenue Best Case Value | The amount of unscheduled revenue within the relevant time period, using the best case scenario, in the corporate currency. | |
| Unscheduled Revenue Value | ValueUnscheduledRevenue | The amount of unscheduled revenue within the relevant time period in the corporate currency. | |
| Unscheduled Revenue Worst Case Value | ValueUnscheduledRevenueWorstCase | The amount of unscheduled revenue within the relevant time period, using the worst case scenario, in the corporate currency. | |
| Dimension | Account Country | AccountCountry | The country of the account associated with the project or opportunity. |
| Account ID | AccountId | System-generated identifier of the account associated with the project or opportunity. | |
| Account Industry | AccountIndustry | The industry of the account associated with the project or opportunity. | |
| Account Name | AccountName | The name of the account associated with the project or opportunity. | |
| Account Type | AccountType | The type of the account associated with the project or opportunity. | |
| Corporate Currency | CorporateCurrency | The corporate currency of the org. | |
| Detail Record Name | DetailRecordName | The name of the revenue forecast or revenue forecast detail child record. | |
| Forecast Name | ForecastName | The name of the revenue forecast or revenue forecast detail parent record. | |
| Group ID Chain | GroupIdChain | System-generated list of identifiers of all of the groups associated with the project or opportunity. The groups' identifiers are listed in descending hierarchical order. | |
| Group Level XX | GroupNameXX | The name of a group associated with the project or opportunity. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the project or opportunity. 00 is the highest level of group. | |
| Group Name Chain | GroupNameChain | System-generated list of names of all of the groups associated with the project or opportunity. The groups' names are listed in descending hierarchical order. | |
| Id | Id | System-generated identifier of the revenue forecast version. | |
| Include Best Case | IncludeBestCase | Indicates that the opportunity best case threshold was applied when the revenue forecast version was created. | |
| Include Worst Case | IncludeWorstCase | Indicates that the opportunity worst case threshold was applied when the revenue forecast version was created. | |
| Milestone ID | MilestoneId | System-generated identifier of the milestone. | |
| Milestone Name | MilestoneName | The name of the milestone. | |
| Name | Name | The name of the revenue forecast version. | |
| Object for Version Grouping | VersionGroupingPrimary | The object that projects and opportunities are grouped under on the review forecast version. | |
| Opportunity ID | OpportunityId | System-generated identifier of the opportunity. | |
| Opportunity Name | OpportunityName | The name of the opportunity. | |
| Parent Record Name | ForecastRecordName | The name of the parent revenue forecast. | |
| Practice ID Chain | PracticeIdChain | System-generated list of identifiers of all of the practices associated with the project or opportunity. The practices' names are listed in descending hierarchical order. | |
| Practice Level XX | PracticeNameXX | The name of a practice associated with the project or opportunity. XX represents a number between 00 and 12, and determines the practice's level in the hierarchy of practices associated with the project or opportunity. 00 is the highest level of practice. | |
| Practice Name Chain | PracticeNameChain | System-generated list of names of all of the practices associated with the project or opportunity. The practices' names are listed in descending hierarchical order. | |
| Project Active | ProjectIsActive | Indicates whether the project is active. | |
| Project Billable | ProjectIsBillable | Indicates whether the project is billable. | |
| Project Company ID | ProjectCompanyId | System-generated identifier of the company associated with the project. | |
| Project Company Name | ProjectCompanyName | The name of the company associated with the project. | |
| Project Currency ISO Code | ProjectCurrencyIsoCode | Enables you to choose a currency to report the project figures in, when working with multiple currencies. | |
| Project Display ID | ProjectDisplayId | System-generated unique identifier displayed on a project record. | |
| Project ID | ProjectId | System-generated identifier of the project. | |
| Project Manager Name | ProjectManagerName | The name of the project manager associated with the project. | |
| Project Name | ProjectName | The name of the project. | |
| Project Stage | ProjectStage | The stage of the project. | |
| Record Type | RecordType | The type of revenue forecast record. | |
| Region ID Chain | RegionIdChain | System-generated list of identifiers of all of the regions associated with the project or opportunity. The regions' names are listed in descending hierarchical order. | |
| Region Level XX | RegionNameXX | The name of a region associated with the project or opportunity. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of regions associated with the project or opportunity. 00 is the highest level of region. | |
| Region Name Chain | RegionNameChain | System-generated list of names of all of the regions associated with the project or opportunity. The regions' names are listed in descending hierarchical order. | |
| Time Period ID | TimePeriodId | System-generated identifier of the time period. | |
| Time Period Name | TimePeriodName | The name of the time period. | |
| Time Period Type | TimePeriodType | The time period for the Utilization Detail object. By default the values of this field are: Week, Month, Quarter, and Year. | |
| Type | Type | The type of project, opportunity, or milestone. | |
| Date | Forecast Created Date | ForecastCreatedDate | The date on which the forecast was created. |
| Project End Date | ProjectEndDate | The end date of the project. | |
| Project Start Date | ProjectStartDate | The start date of the project. | |
| Time Period End Date | TimePeriodEndDate | The end date of the associated time period. | |
| Time Period Start Date | TimePeriodStartDate | The start date of the associated time period. |