Revenue Forecast Type Fields

Here is a description of the fields available on the Revenue Forecast Type object.

Field Description
Actuals Contains the combined value of the Revenue Recognized to Date and the Revenue Pending Recognition fields.
Milestone Lookup to the relevant milestone.
Project Lookup to the relevant project.
Revenue Forecast Lookup to the relevant revenue forecast.
Revenue Pending Recognition Revenue that is ready for recognition on this revenue forecast. This field is populated by the revenue forecast batch job.
Revenue Recognized to Date Revenue that has already been recognized on this revenue forecast within the relevant time period. This field is populated using data from an integrated revenue recognition app, for example FinancialForce Revenue Management.
Revenue Source Indicates the source of the revenue for this record:
  • % Complete: Milestone
  • % Complete: Project
  • Deliverable: EVA
  • Deliverable: Expense
  • Deliverable: Milestone
  • Deliverable: Miscellaneous Adjustment
  • Deliverable: Timecard
  • Equal Split: Milestone
  • Equal Split: Project
Note:

The Equal Split options have been added in preparation for future development of Revenue Forecasting but are not currently in use.

Revenue Type

Indicates whether the values in this record apply to actual revenue or forecast revenue:

  • Actuals
  • Forecast

The following revenue sources apply to actual revenue:

  • % Complete: Milestone
  • % Complete: Project
  • Deliverable: Expense
  • Deliverable: Milestone
  • Deliverable: Miscellaneous Adjustment
  • Deliverable: Timecard
  • Equal Split: Milestone
  • Equal Split: Project

The following revenue sources apply to forecast revenue:

  • % Complete: Milestone
  • % Complete: Project
  • Deliverable: EVA
  • Deliverable: Milestone
  • Equal Split: Milestone
  • Equal Split: Project
Note:

The Equal Split options have been added in preparation for future development of Revenue Forecasting but are not currently in use.

Scheduled Revenue Revenue that is scheduled for recognition on this revenue forecast.