Dassault Systèmes · Schema
Forecastcategory
Forecast Category is an assessment done by the Sales Expert to report his/her level of confidence that the Opportunity will close on the Close Date with the revenue amounts defined. Value is ignored at creation if status is ‘LEAD_OPEN’,’QUALIFIED’ or ’ACCEPTED’. if value is not provided at creation time, it defaults based on the following matrix : | status | default forecastCategory | forecastCategory values | | ------- | ------------------------ | -----------------------| | -3 Open | Upside | Safe/Commit/Upside/Longshot | | -2 validated | Upside | Safe/Commit/Upside/Longshot | | -1 Established | Upside | Safe/Commit/Upside/Longshot | | Won | Won | Won (set by the system)| | Lost | Lost| Lost (set by the system)
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