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Revenue Operations Analytics Datasets
The Revenue Operations Analytics template creates datasets based on your Salesforce configuration.
| Dataset Name | Contents | Special Requirements |
|---|---|---|
| Account | Data about accounts. | None |
| Opportunity | Data about opportunities. Includes records joined on opportunity split and opportunity amount. | None |
| Opportunity Splits | Data about opportunities splits. The cumulative split amount is used for the opportunity amount. | Included only if opportunity splits is enabled |
| Forecast | Data about forecasts, including the item, quota, and type. | Included only if forecasting is enabled |
| User Roles | Data about users, including role, opportunity, and role hierarchy. | Included only if user roles is enabled |
| Forecasting Quota | Data about forecasting quotas. | None |
| Product | Data about your products. | None |
| Oppty Products | Data about product opportunities. | None |
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