(Beta) Services Forecast Live Data Source

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 Services Forecast Live data source is automatically created while enabling the Services Forecasting feature using the Feature Console. The data source maps dimensions and measures to the Services Forecast Live dataset. This data source is used to create forecasts. More information about the data source and the mappings is provided below. For more information about input data sources, see Data Source Overview.

Data Source Details

Recommended Data Source Details
Field Value
Data Source Name Services Forecast Live
Analytics Dataset API Name

ServicesForecastLive

Note:

If your org has a namespace, the API name of the dataset is automatically prefixed with the namespace.

Data Source Description Used to create forecasts.
Output Data Source Deselected

Dimension Mappings

Dimension Mappings
Analytics Dimension Label Analytics Dimension API Name Dimension Dimension Value Order Chunk 1
Account Currency AccountCurrency Account Currency  
Account ID AccountId Account ID  
Account Account Account  
Account Type AccountType Account Type  
Actuals/Forecast ActualsOrForecast Actuals/Forecast  
Breakdown Breakdown Breakdown  
Category Category Category  
Currency CurrencyIsoCode Currency  
External Resource ExternalResource External Resource  
Group Group Group  
Group ID GroupId Group ID  
Group ID Chain GroupIdChain Group ID Chain  
Group Level 00 GroupLevel00 Group Level 00  
Group Level 01 GroupLevel01 Group Level 01  
Group Level 02 GroupLevel02 Group Level 02  
Group Level 03 GroupLevel03 Group Level 03  
Group Level 04 GroupLevel04 Group Level 04  
Group Level 05 GroupLevel05 Group Level 05  
Group Level 06 GroupLevel06 Group Level 06  
Group Level 07 GroupLevel07 Group Level 07  
Group Level 08 GroupLevel08 Group Level 08  
Group Level 09 GroupLevel09 Group Level 09  
Group Level 10 GroupLevel10 Group Level 10  
Group Level 11 GroupLevel11 Group Level 11  
Group Name Chain GroupNameChain Group Name Chain  
Level 1 Level1 Level 1  
Level 1 ID Level1Id Level 1 ID  
Level 2 Level2 Level 2  
Level 2 ID Level2Id Level 2 ID  
Level 3 Level3 Level 3  
Level 3 ID Level3Id Level 3 ID  
Level 4 Level4 Level 4  
Level 4 ID Level4Id Level 4 ID  
Level 5 Level5 Level 5  
Level 5 ID Level5Id Level 5 ID  
Level 6 Level6 Level 6  
Level 6 ID Level6Id Level 6 ID  
Milestone Milestone Milestone  
Milestone ID MilestoneId Milestone ID  
Opportunity Opportunity Opportunity  
Opportunity Forecast Category OpportunityForecastCategory Opportunity Forecast Category  
Opportunity ID OpportunityId Opportunity ID  
Opportunity Stage Name OpportunityStageName Opportunity Stage Name  
Practice Practice Practice  
Practice ID PracticeId Practice ID  
Practice ID Chain PracticeIdChain Practice ID Chain  
Practice Level 00 PracticeLevel00 Practice Level 00  
Practice Level 01 PracticeLevel01 Practice Level 01  
Practice Level 02 PracticeLevel02 Practice Level 02  
Practice Level 03 PracticeLevel03 Practice Level 03  
Practice Level 04 PracticeLevel04 Practice Level 04  
Practice Level 05 PracticeLevel05 Practice Level 05  
Practice Level 06 PracticeLevel06 Practice Level 06  
Practice Level 07 PracticeLevel07 Practice Level 07  
Practice Level 08 PracticeLevel08 Practice Level 08  
Practice Level 09 PracticeLevel09 Practice Level 09  
Practice Level 10 PracticeLevel10 Practice Level 10  
Practice Level 11 PracticeLevel11 Practice Level 11  
Practice Name Chain PracticeNameChain Practice Name Chain  
Project Project Project  
Project ID ProjectId Project ID  
Project ID Chain ProjectIdChain Project ID Chain  
Project Level 00 ProjectLevel00 Project Level 00  
Project Level 01 ProjectLevel01 Project Level 01  
Project Level 02 ProjectLevel02 Project Level 02  
Project Level 03 ProjectLevel03 Project Level 03  
Project Level 04 ProjectLevel04 Project Level 04  
Project Level 05 ProjectLevel05 Project Level 05  
Project Level 06 ProjectLevel06 Project Level 06  
Project Level 07 ProjectLevel07 Project Level 07  
Project Level 08 ProjectLevel08 Project Level 08  
Project Level 09 ProjectLevel09 Project Level 09  
Project Level 10 ProjectLevel10 Project Level 10  
Project Level 11 ProjectLevel11 Project Level 11  
Project Manager ProjectManager Project Manager  
Project Manager ID ProjectManagerId Project Manager ID  
Project Name Chain ProjectNameChain Project Name Chain  
Project Type ProjectType Project Type  
Region Region Region  
Region ID RegionId Region ID  
Region ID Chain RegionIdChain Region ID Chain  
Region Level 00 RegionLevel00 Region Level 00  
Region Level 01 RegionLevel01 Region Level 01  
Region Level 02 RegionLevel02 Region Level 02  
Region Level 03 RegionLevel03 Region Level 03  
Region Level 04 RegionLevel04 Region Level 04  
Region Level 05 RegionLevel05 Region Level 05  
Region Level 06 RegionLevel06 Region Level 06  
Region Level 07 RegionLevel07 Region Level 07  
Region Level 08 RegionLevel08 Region Level 08  
Region Level 09 RegionLevel09 Region Level 09  
Region Level 10 RegionLevel10 Region Level 10  
Region Level 11 RegionLevel11 Region Level 11  
Region Name Chain RegionNameChain Region Name Chain  
Resource Resource Resource  
Resource ID ResourceId Resource ID  
Resource Role ResourceRole Resource Role  
Revenue/Cost RevenueOrCost Revenue/Cost "Revenue", "Cost"
Source Source Source  
Time Period TimePeriod Time Period  
TimePeriodEndDate_Month TimePeriodEndDate_Month Time Period End Date (Month)  
TimePeriodEndDate_Year TimePeriodEndDate_Year Time Period End Date (Year)  
Time Period ID TimePeriodId Time Period ID  

Measure Mappings

Measure Mappings
Analytics Measure Label Analytics Measure API Name Measure Aggregate Function
Amount (Record Currency) Amount Amount (Record Currency) SUM
Amount (Corporate Currency) AmountCorp Amount (Corporate Currency) SUM
Amount Before Carryover (Corporate Currency) AmountBeforeCarryoverCorp Amount Before Carryover (Corporate Currency) SUM
Amount Before Carryover (Record Currency) AmountBeforeCarryover Amount Before Carryover (Record Currency) SUM
Amount Carried Over (Corporate Currency) AmountCarriedOverCorp Amount Carried Over (Corporate Currency) SUM
Amount Carried Over (Record Currency) AmountCarriedOver Amount Carried Over (Record Currency) SUM
Hours Hours Hours SUM
Margin (Corporate Currency) MarginCorp Margin (Corporate Currency) SUM
Margin (Record Currency) Margin Margin (Record Currency) SUM
Margin Before Carryover (Corporate Currency) MarginBeforeCarryoverCorp Margin Before Carryover (Corporate Currency) SUM
Margin Before Carryover (Record Currency) MarginBeforeCarryover Margin Before Carryover (Record Currency) SUM
Margin Carried Over (Corporate Currency) MarginCarriedOverCorp Margin Carried Over (Corporate Currency) SUM
Margin Carried Over (Record Currency) MarginCarriedOver Margin Carried Over (Record Currency) SUM
Opportunity Probability % OpportunityProbability Opportunity Probability % SUM
Unfulfilled Amount (Corporate Currency) UnfulfilledAmountCorp Unfulfilled Amount (Corporate Currency) SUM
Unfulfilled Amount (Record Currency) UnfulfilledAmount Unfulfilled Amount (Record Currency) SUM
Unfulfilled Hours UnfulfilledHours Unfulfilled Hours SUM
Unfulfilled Margin (Corp Currency) UnfulfilledMarginCorp Unfulfilled Margin (Corp Currency) SUM
Unfulfilled Margin (Record Currency) UnfulfilledMargin Unfulfilled Margin (Record Currency) SUM