(Beta) Services Forecast Live Dataset Output Fields

Each row in the Services Forecast Live dataset represents cost or revenue forecast values.

There are two rows in the dataset for each revenue forecast type record and cost forecast type record:

• For actual revenue and costs, there is one row for pending values and another row for recognized values
• For forecast revenue and costs, there is one row for scheduled values and another row for unscheduled values

Warning:

Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.

Revenue Forecasting is unaffected and continues to work in the same way as before.

The dataset also contains information from the following records that are related to cost and revenue forecasts:

• Account
• Contact (Resource)
• Cost Forecast Type
• Group
• Milestone
• Opportunity
• Practice
• Project
• Region
• Resource
• Revenue Forecast Type
• Time Period

The output fields included in the Services Forecast Live dataset are described in the following table, grouped by their type within Analytics.

Services Forecast Live Dataset Output Fields

Field Type	Field Label	Field API Name	Description
Measure	Opportunity Probability %	OpportunityProbability	The probability of the related opportunity, if there is an opportunity on the forecast. This field is blank for forecasts that do not relate to an opportunity.
	Total Amount (Corporate Currency)	TotalAmountCorp	The equivalent of the Total Amount (Record Currency) field, using the corporate fields.
	Total Amount (Record Currency)	TotalAmount	The total value in the revenue or cost fields according to the value in the Breakdown field.
	Total Margin (Corporate Currency)	TotalMarginCorp	The same value as in Total Amount (Corporate Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.
	Total Margin (Record Currency)	TotalMargin	The same value as in Total Amount (Record Currency) but if the value is from a cost, the value is negative. This is so that you can sum this column to get a true margin calculation in the org.
Dimension	Account Currency	AccountCurrency	The currency on the related account, if there is one.
	Account ID	AccountId	The ID of the related account, if there is one.
	Account Name	AccountName	The name of the related account, if there is one.
	Account Type	AccountType	The account type on the related account, if there is one.
	Actuals/Forecast	ActualsOrForecast	Indicates whether the values in this row contribute to actual revenue and costs or forecasted revenue and costs. For revenue forecasts, this field contains the value from the Revenue Type field. For cost forecasts, this field contains the value from the Cost Type field.
	Breakdown	Breakdown	Determines the type of revenue or cost for this row: Recognized to Date Pending Recognition Scheduled Unscheduled
	Category	Category	For costs, the value in the Cost Category field, if there is one. For revenue, the value is null.
	Currency	CurrencyIsoCode	The currency on the related revenue forecast type or cost forecast type record, if there is one.
	External Resource	ExternalResource	The value in the External Resource field for the related resource.
	Group Level XX	GroupLevelXX	The name of a group associated with the relevant project or opportunity. XX represents a number between 00 and 11, and determines the group's level in the hierarchy of groups associated with the project or opportunity. 00 is the highest level of group. These fields are not populated for account revenue forecasts.
	Milestone Currency	MilestoneCurrency	The currency on the related milestone, if there is one.
	Milestone ID	MilestoneId	The ID of the related milestone, if there is one.
	Milestone Name	MilestoneName	The name of the related milestone, if there is one.
	Opportunity Account ID	OpportunityAccountId	The account ID on the related opportunity, if there is one.
	Opportunity Account Name	OpportunityAccountName	The account name of the related opportunity, if there is one.
	Opportunity Currency	OpportunityCurrency	The currency on the related opportunity, if there is one.
	Opportunity Forecast Category	OpportunityForecastCategory	The forecast category on the related opportunity, if there is one.
	Opportunity ID	OpportunityId	The ID of the related opportunity, if there is one.
	Opportunity Name	OpportunityName	The name of the related opportunity, if there is one.
	Opportunity Stage Name	OpportunityStageName	The stage name of the related opportunity, if there is one.
	Practice Level XX	PracticeLevelXX	The name of a practice associated with the relevant project or opportunity. XX represents a number between 00 and 11, and determines the practice's level in the hierarchy of practices associated with the project or opportunity. 00 is the highest level of practice. These fields are not populated for account revenue forecasts.
	Project Currency	ProjectCurrency	The currency on the related project, if there is one.
	Project ID	ProjectId	The ID of the related project, if there is one.
	Project Level XX	ProjectLevelXX	The name of the related project, if there is a project on the forecast. XX represents a number between 00 and 11, and determines the project's level in the hierarchy of projects. 00 is the highest level of project.
	Project Manager Name	ProjectManagerName	The name of the project manager on the related project, if there is one.
	Project Name	ProjectName	The name of the related project, if there is one.
	Project Type	ProjectType	The type of the related project, if there is one.
	Region Level XX	RegionLevelXX	The name of a region associated with the relevant project or opportunity. XX represents a number between 00 and 11, and determines the region's level in the hierarchy of region associated with the project or opportunity. 00 is the highest level of region. These fields are not populated for account revenue forecasts.
	Resource ID	ResourceId	The ID of the resource related to this cost forecast type record. This field is only populated for cost forecasts when grouping by resource.
	Resource Name	ResourceName	The name of the related resource.
	Resource Role	ResourceRole	The role of the related resource.
	Revenue/Cost	RevenueOrCost	Indicates whether the row contributes to costs or revenue.
	Source	Source	Indicates the source of the revenue and costs on the forecast.
	Time Period Name	TimePeriodName	The name of the related time period.
	Unique ID	UniqueId	A hidden system field used to maintain the dataset.
Date	Last Updated	LastUpdated	The date the revenue forecast type or cost forecast type records were last calculated.
	Project End Date	ProjectEndDate	The end date of the related project, if there is one.
	Project Start Date	ProjectStartDate	The start date of the related project, if there is one.
	Time Period End Date	TimePeriodEndDate	The end date of the related time period.
	Time Period Start Date	TimePeriodStartDate	The start date of the related time period.