Forecast

Forecast type definition

Properties

id (string): Unique identifier for the forecast.
name (string): Forecast name or label.
status (string): Forecast status (draft, submitted, approved, closed).
type (string): Forecast type (pipeline, commit, best-case, worst-case).
period (string): Forecast period (weekly, monthly, quarterly, annual).
startDate (number): Period start date (Unix timestamp).
endDate (number): Period end date (Unix timestamp).
owner ([[User]]): Person who created the forecast.
team ([[Team]]): Sales team for this forecast.
territory ([[Territory]]): Territory being forecasted.
quota (number): Sales quota target in cents.
pipeline (number): Total pipeline value in cents.
commit (number): Committed forecast amount in cents.
bestCase (number): Best case forecast amount in cents.
worstCase (number): Worst case forecast amount in cents.
mostLikely (number): Most likely forecast amount in cents.
weighted (number): Weighted forecast (probability-adjusted) in cents.
closed (number): Actual closed revenue in cents.
variance (number): Variance from forecast in cents.
accuracy (number): Forecast accuracy percentage (0-100).
opportunities ([[Opportunity]][]): Opportunities included in forecast.
deals ([[Deal]][]): Deals closed in period.
categories (object[]): Forecast categories (commit, upside, pipeline, omitted).
assumptions (string): Forecast assumptions and methodology.
risks (string[]): Identified risks to forecast.
notes (string): Additional notes or comments.
submittedDate (number): When forecast was submitted (Unix timestamp).
approvedBy ([[User]]): Person who approved forecast.
approvedDate (number): When forecast was approved (Unix timestamp).
created (number): Timestamp when the forecast was created (Unix timestamp).
metadata (object): Set of key-value pairs for storing additional information.