(Beta) Services Forecast Plans 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 Plans 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 Plans dataset. This data source is used to send adjusted forecasts to Analytics . More information about the data source and the mappings is provided below. For more information about output data sources, see Output Data Sources .
Data Source Details
Recommended Data Source Details
Data Source Name
Services Forecast Plans
Analytics Dataset API Name
ServicesForecastPlans
Note: If your org has a namespace, the API name of the dataset is automatically prefixed with the namespace.
Data Source Description
Used to send adjusted forecasts to Analytics.
Output Data Source
Selected
Dimension Mappings
Dimension Mappings
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
Source
Source
Source
Time Period
TimePeriod
Time Period
Time Period End Date (Month)
TimePeriodEndDateMonth
Time Period End Date (Month)
Time Period End Date (Year)
TimePeriodEndDateYear
Time Period End Date (Year)
Time Period ID
TimePeriodId
Time Period ID
Measure Mappings
Measure Mappings
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
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