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          Sales Analytics Calculated Fields

          Sales Analytics Calculated Fields

          Sales Analytics adds custom fields computed from your Salesforce data to app dataset. The table lists the fields in alphabetical order and shows how they are computed and the dataset that include them.

          * - Indicates that dataset can’t be part of your app, depending on your configuration wizard selections.

          Field Label Field API Name Type Computation Datasets
          Amount_isUpdated Amount_isUpdated Boolean If the opportunity history record is an amount update: 1. Otherwise: 0 Pipeline Trending
          CloseDate_isUpdated CloseDate_isUpdated Boolean If the opportunity history record is a close date: 1. Otherwise: 0 Pipeline Trending
          Days Overdue DaysOverdue Number If activity is overdue, the number of days the activity is overdue Activities
          Days Past Due DaysPastDue Number For open opportunities where close date is in the past: Date dataflow last run - Close date

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          Days Since Last Activity DaysSinceLastActivity

          Number

          Either Date that dataflow is run, Date opportunity last modified, or Date dataflow last run (whichever is earlier) - Date of last activity for the opportunity

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          Discount_Percent Discount_Percent Number 1 - { (Product amount field selected in wizard) / (ListPrice * Quantity) } Oppty Products
          IsLastUpdate IsLastUpdate Boolean If the opportunity history record is the last update for the opportunity: True. Otherwise: False Pipeline Trending
          hasOpportunity hasOpportunity Boolean If the user or account has ever owned an opportunity: True. Otherwise: False

          Users

          Accounts

          IsLastStageUpdate IsLastStageUpdate Boolean If this is the last stage change in opportunity history: 1. Otherwise: 0 Pipeline Trending
          IsLost IsLost Text If opportunity was lost: Yes. Otherwise: No

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          IsOverdue IsOverdue Boolean If activity date is past due: True. Otherwise: False Activities
          IsPulled IsPulled Boolean

          If close date is changed to an earlier date: 1. Otherwise: 0

          Note: Sum of this field on an opportunity results in the number of times a close date was pulled in.

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          IsPushed or IsPushed Boolean

          If close date is changed to a date in the future: 1. Otherwise: 0

          Note: Sum of this field on an opportunity results in the opportunities push count.

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          Lead Age in Days LeadAge Number For nonconverted leads: Date the dataflow runs - Lead created date. For converted leads: Lead conversion date - Lead created date Leads
          Neglected Neglected Boolean If Days Since Last Activity (calculated field above) is > 60: True. Otherwise: False

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          OpenClosedWonLost OpenClosedWonLost Text If opportunity is open: Open. If opportunity is won (any won stage): Closed Won. If opportunity is lost (any lost stage): Lost

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          Opportunity Age OpportunityAge Number For closed opportunities: Close date - Created date. For open opportunities: Date dataflow last run - Created date

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          Opportunity Owner or UniqueUserName UniqueUserName Text For users with same first and last name, duplicates include Salesforce username in parentheses All datasets
          Owner or Queue Name UserOrQueueName Text Combines lead owners that are either users or queue Leads
          Owner Type OwnerType Text Designates whether lead is owned by a user (value: User) or a queue (value: Queue) Leads
          Past Due IsPastDue Boolean For open opportunity with close date in the past: True. Otherwise: False

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          Pushed Pushed Boolean

          If opportunity has been pushed at least once: True.

          Otherwise: False

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          Total Opportunity Age OpportunityAge Number For open opportunities converted from leads: Dataflow run date - Lead created date. For closed opportunities converted from leads: Opportunity close date - Lead created date Leads
          Stage_isUpdated Stage_isUpdated Boolean If the opportunity history record is a stage: 1. Otherwise 0

          Pipeline Trending

          Time in Stage Duration_Seconds Number

          Duration of opportunity in current stage

          Note: Pipeline Trending uses this calculation for all stages in history for a single opportunity.

          Opportunities

          Pipeline Trending

          Activities

          Oppty Products *

          Product Schedules *

          Opportunity Splits *

          ValidToDate ValidToDate Number Date to which any opportunity history record was valid before changing to the next value Pipeline Trending
          ValidFromDate ValidFromDate Date Date when history record is created Pipeline Trending
           
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