Sales Analytics Quota Dataset JSON File

Use this file to update the Sales Analytics Quota dataset with your fiscal year start date if it’s not January 1.

Copy the contents of this file into an editor of your choice and change the “fiscalMonthOffset” value (shown in bold) to the month your fiscal period begins. In metadata, the numeral “0” stands for January, “1” stands for February, and so on, up to “11”, which stands for December. In the code below, the number is set to “4”, which stands for May. Use the number that represents the month your fiscal period begins. Then save the file and upload it to Sales Analytics following the instructions in Forecasting and Quotas Data in Sales Analytics.

{
    "objects": [
        {
            "connector": "CSV",
            "fullyQualifiedName": "Quota_csv",
            "label": "Quota.csv",
            "name": "Quota_csv",
            "fields": [
                {
                    "fullyQualifiedName": "QuotaAmount",
                    "name": "QuotaAmount",
                    "type": "Numeric",
                    "label": "QuotaAmount",
                    "precision": 18,
                    "defaultValue": "0",
                    "scale": 0
                },
                {
                    "fullyQualifiedName": "StartDate",
                    "name": "StartDate",
                    "type": "Date",
                    "label": "StartDate",
                    "format": "yyyy-MM-dd",
					"fiscalMonthOffset": 4,
					"isYearEndFiscalYear": true

                },
                {
                    "fullyQualifiedName": "OwnerName",
                    "name": "OwnerName",
                    "type": "Text",
                    "label": "OwnerName"
                },
                {
                    "fullyQualifiedName": "Username",
                    "name": "Username",
                    "type": "Text",
                    "label": "Username"
                }
            ]
        }
    ]
}