RevenueForecast

Represents a revenue-based forecast.

Customizable Forecasting is scheduled for retirement for all customers as of Summer ’20. After the feature is retired, users can’t access the Customizable Forecasting feature and its underlying data. We encourage you to migrate to Collaborative Forecasts. For more information, see Customizable Forecasting Will Be Retired in the Summer ’20 Release. The following information applies to Customizable Forecasting and not Collaborative Forecasts.

Note

Use QuantityForecast for quantity-based forecasts.

Supported Calls

create(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Special Access Rules

Customer Portal users can't access this object.

Fields

Field	Details
Closed	Type currency Properties Create, Filter Description Read only. A rollup of opportunities or opportunity line items that have closed in this period.
Commit	Type currency Properties Filter, Nillable Description The owner's Commit total.
CommitComment	Type string Properties Filter, Nillable, Update Description Read only. The comment entered when the owner edited his or her Commit total from the Adjusted Total link on the forecast edit page.
CommitOverride	Type currency Properties Filter, Nillable, Update Description Read only. The owner's override of their own My Commit total.
CurrencyIsoCode	Type picklist Properties Filter, Restricted picklist, Update Description Available only for organizations with the multicurrency feature enabled. Contains the ISO code for any currency allowed by the organization. You can update or upsert this field and Quota only.
DefaultRollupCommit	Type currency Properties Filter, Nillable Description Read only. The owner's standard Commit rollup, including their own opportunities and forecast-level overrides from subordinate users in the role hierarchy.
DefaultRollupUpside	Type currency Properties Filter, Nillable Description Read only. The owner's standard Best Case rollup, including their own opportunities and forecast-level overrides from subordinate users in the role hierarchy.
InvalidationDate	Type dateTime Properties Filter, Nillable Description Read only. If not blank, indicates that the rollup numbers for Forecast Override fields that represent calculated (summarized) amounts may not be up to date.
ManagerChoiceCommit	Type picklist Properties Filter, Nillable, Restricted picklist, Update Description Read only. The manager's choice regarding the commit amount: DefaultRollup: Use the manager's default commit rollup for owner's forecast, which reflects the manager's opportunity forecast overrides. AcceptForecast (default selection): Accept the forecast owner's Adjusted Total commit amount, which may or may not be an override. ManagerManualOverride: Use the manager's manual override. OpportunityOnlyRollup: Use the opportunity rollup, including opportunity forecast overrides, but excluding any forecast-level (Adjusted Total) overrides.
ManagerChoiceUpside	Type picklist Properties Filter, Nillable, Restricted picklist, Update Description Read only. The manager's choice regarding the best case amount: DefaultRollup: Use the manager's default best case rollup for owner's forecast, which reflects the manager's opportunity forecast overrides. AcceptForecast (default selection): Accept the forecast owner's Adjusted Total best case amount, which may or may not be an override. ManagerManualOverride: Use the manager's manual override. OpportunityOnlyRollup: Use the opportunity rollup, including opportunity forecast overrides, but excluding any forecast-level (Adjusted Total) overrides.
ManagerClosed	Type currency Properties Filter, Nillable Description Read only. The manager's closed total for the owner's forecast, including any opportunity or opportunity product overrides made by the manager.
ManagerCommit	Type currency Properties Filter, Nillable Description The manager's Commit total.
ManagerCommitOverride	Type currency Properties Filter, Nillable, Update Description Read only. The manager's manual override of the forecast owner's Commit total. Represents an option in the override popup window, which allows managers to choose how to roll up the forecast numbers of a direct report.
ManagerDefaultRollupCommit	Type currency Properties Filter, Nillable Description Read only. The manager's standard Commit rollup for the forecast owner. Represents an option in the override pop-up window, which allows managers to choose how to roll up the forecast numbers of a direct report.
ManagerDefaultRollupUpside	Type currency Properties Filter, Nillable Description Read only. The manager's standard Best Case rollup for the forecast owner. Represents an option in the override pop-up window, which allows managers to choose how to roll up the forecast numbers of a direct report.
ManagerId	Type reference Properties Filter, Nillable Description Read only. ID of the direct manager of the user who owns this forecast.
ManagerOpportunityRollupCommit	Type currency Properties Filter, Nillable Description The manager's view of the forecast owner's opportunity-level Commit rollup, ignoring all forecast overrides. Represents an option in the override pop-up window, which allows managers to choose how to roll up the forecast numbers of a direct report.
ManagerOpportunityRollupUpside	Type currency Properties Filter, Nillable Description The manager's view of the forecast owner's opportunity-level Best Case rollup, ignoring all forecast overrides. Represents an option in the override pop-up window, which allows managers to choose how to roll up the forecast numbers of a direct report.
ManagerPipeline	Type currency Properties Filter, Nillable Description The manager's pipeline total for the owner's forecast, including any opportunity or opportunity product overrides made by the manager.
ManagerTerritoryId	Type reference Properties Filter, Nillable Description ID of the manager's UserRole or Territory.
ManagerUpside	Type currency Properties Filter, Nillable Description The manager's Best Case total.
ManagerUpsideOverride	Type currency Properties Filter, Nillable, Update Description The manager's manual override of the forecast owner's Best Case total. Represents an option in the override pop-up window, which allows managers to choose how to roll up the forecast numbers of a direct report.
OpportunityRollupClosed	Type currency Properties Filter, Nillable Description The owner's Closed total for his or her opportunities only.
OpportunityRollupCommit	Type currency Properties Filter, Nillable Description The owner's Commit total for his or her opportunities only.
OpportunityRollupPipeline	Type currency Properties Filter, Nillable Description The owner's Pipeline total for his or her opportunities only.
OpportunityRollupUpside	Type currency Properties Filter, Nillable Description Read only. The owner's Best Case total for his or her opportunities only.
OwnerId	Type reference Properties Create, Defaulted on create, Filter Description ID of the User who owns this forecast. Required on create.
PeriodId	Type reference Properties Filter, Nillable Description The ID of the Period that contains the StartDate.
Pipeline	Type currency Properties Filter, Nillable Description The total pipeline rollup from subordinates in the role hierarchy, including the owner's opportunities.
ProductFamily	Type picklist Properties Create, Filter, Nillable Description The value chosen in the Product Family picklist, which can be configured from the object management settings for products. This field is relevant if you have chosen Product Families as the Forecast Type in Forecasts Settings. If you are not forecasting by product family or if the forecast represents opportunities that are not associated with a product family, then this field is blank. Otherwise, this field is required on create.
Quota	Type currency Properties Create, Filter, Nillable, Update Description The quota amount for the period. You can update or upsert this field and CurrencyIsoCode, and for Quota only, create. Requires the “Modify All Data” and “Manage Users” permission. Required on create.
StartDate	Type date Properties Create, Filter, Nillable Description The start date of this forecast. The period ID of the period that contains this date is written to the PeriodId field if it changes. A new Period is created if none exists. Required on create.
TerritoryId	Type reference Properties Create, Filter, Nillable Description ID of the forecast owner's UserRole or Territory. Required on create if Territory Management is enabled (if this field is available).
Upside	Type currency Properties Filter, Nillable Description The owner's Best Case total.
UpsideComment	Type string Properties Filter, Nillable, Update Description Read only. The comment entered when the owner edited his or her Best Case total. Label is Best Case Comment.
UpsideOverride	Type currency Properties Filter, Nillable, Update Description Read only. The owner's override of their My Best Case total. Label is Best Case Override.

Usage

Query this object to support customizable forecasts based on revenue. Requires the “View All Data” permission.

You can also update CurrencyIsoCode and Quota, which means that you can mass update sales users' quotas instead of updating them one by one in the user interface. Editing Quota requires “Modify All Data” and “Manage Users” permissions.

The rollup fields always reflect opportunity and opportunity product overrides by the forecast owner or one of the forecast owner’s subordinates in the role hierarchy. In addition, the manager rollup fields include overrides by the forecast owner's direct manager in the role hierarchy.

Some of the rollup fields ignore forecast-level (Adjusted Total) overrides, but they never ignore opportunity forecast overrides that are visible to the owner or manager.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

RevenueForecastHistory: History is available for tracked fields of the object.

SOAP API Developer Guide