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Forecasting Data Model Template

Pre-built data model for Salesforce Collaborative Forecasts using flowchart LR format with color coding and relationship indicators.

Objects Included

Object Type Description
ForecastingType STD Forecast configuration
ForecastingItem STD Individual forecasts
ForecastingQuota STD User quotas
ForecastingAdjustment STD Manager adjustments
Opportunity STD Source opportunities
OpportunitySplit STD Revenue splits
User STD Forecast owners

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects ForecastingItem,ForecastingQuota,Opportunity,OpportunitySplit \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    %% ═══════════════════════════════════════════════════════════════
    %% COLLABORATIVE FORECASTS DATA MODEL
    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
    %% Colors: Blue = Standard, Orange = Custom, Green = External
    %% ═══════════════════════════════════════════════════════════════

    %% Forecast Configuration
    FType["ForecastingType<br/>(count)"]

    %% Forecast Data
    FItem["ForecastingItem<br/>(count)"]
    FQuota["ForecastingQuota<br/>(count)"]
    FAdjust["ForecastingAdjustment<br/>(count)"]

    %% Source Objects
    Opportunity["Opportunity<br/>(count)"]
    OppSplit["OpportunitySplit<br/>(count)"]

    %% Users
    User["User<br/>(count)"]

    %% Period
    Period["Period<br/>(count)"]

    %% Forecast Type Configuration
    FType -->|"LK"| FItem
    FType -->|"LK"| FQuota

    %% Forecast Items
    User -->|"LK"| FItem
    Period -->|"LK"| FItem
    Opportunity -->|"LK"| FItem

    %% Quotas
    User -->|"LK"| FQuota
    Period -->|"LK"| FQuota

    %% Adjustments
    FItem -->|"LK"| FAdjust
    User -->|"adjusts"| FAdjust

    %% Opportunity Splits
    Opportunity ==>|"MD"| OppSplit
    User -->|"LK"| OppSplit

    %% Standard Objects - Sky Blue
    style FType fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style FItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style FQuota fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style FAdjust fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style OppSplit fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Period fill:#bae6fd,stroke:#0369a1,color:#1f2937

Key Concepts

Forecasting Types

Type Source Field Description
Opportunity Revenue Amount Standard opportunity forecasting
Opportunity Quantity Quantity Unit-based forecasting
Product Family Product2.Family By product category
Opportunity Splits Split Amount Team selling
Custom Measure Custom field Custom currency/number

Forecast Categories

Category Stage Mapping
Pipeline Early stages
Best Case High probability
Commit Committed deals
Closed Won deals
Omitted Excluded from forecast

Forecast Rollup Hierarchy

CEO
 └── VP Sales
      ├── Regional Manager 1
      │    ├── Sales Rep A
      │    └── Sales Rep B
      └── Regional Manager 2
           └── Sales Rep C

Forecasts roll up through Role Hierarchy or Forecast Hierarchy.

Simplified Version (Core Objects Only)

For presentations focusing on core forecast flow:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    User["User"]
    Opportunity["Opportunity"]
    FItem["ForecastingItem"]
    FQuota["ForecastingQuota"]

    User -->|"owns"| Opportunity
    Opportunity -->|"contributes"| FItem
    User -->|"has"| FQuota
    User -->|"owns"| FItem

    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style FItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style FQuota fill:#bae6fd,stroke:#0369a1,color:#1f2937

Opportunity Splits Model

For team selling with revenue splits:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Opportunity["Opportunity<br/>($100K)"]
    Split1["OpportunitySplit<br/>(Rep A: 60%)"]
    Split2["OpportunitySplit<br/>(Rep B: 40%)"]
    FItem1["ForecastingItem<br/>(Rep A: $60K)"]
    FItem2["ForecastingItem<br/>(Rep B: $40K)"]

    Opportunity ==>|"MD"| Split1
    Opportunity ==>|"MD"| Split2
    Split1 -->|"contributes"| FItem1
    Split2 -->|"contributes"| FItem2

    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Split1 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Split2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style FItem1 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style FItem2 fill:#bae6fd,stroke:#0369a1,color:#1f2937

ASCII Fallback

┌─────────────────────────────────────────────────────────────────────────────┐
│  COLLABORATIVE FORECASTS DATA MODEL (L→R)                                    │
│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
└─────────────────────────────────────────────────────────────────────────────┘

┌──────────────────┐
│ FORECASTING_TYPE │─────── LK ──────┬──────────────────────────────────┐
│     (count)      │                 │                                  │
└──────────────────┘                 ▼                                  ▼
                          ┌──────────────────┐              ┌──────────────────┐
                          │ FORECASTING_ITEM │              │FORECASTING_QUOTA │
                          │     (count)      │              │     (count)      │
                          └────────┬─────────┘              └────────┬─────────┘
                                   │                                 │
                                   │ LK                              │ LK
                                   ▼                                 ▼
┌──────────────┐         ┌──────────────────┐              ┌──────────────────┐
│ OPPORTUNITY  │── LK ──>│                  │              │      USER        │
│   (count)    │         │                  │<──── LK ─────│     (count)      │
└──────┬───────┘         └──────────────────┘              └──────────────────┘
       │
       │ MD
       ▼
┌──────────────────┐
│ OPPORTUNITY_SPLIT│
│     (count)      │
└──────────────────┘

Key Relationships Summary

Parent Child Type Behavior
ForecastingType ForecastingItem LK Type configuration
ForecastingType ForecastingQuota LK Type configuration
User ForecastingItem LK Forecast owner
User ForecastingQuota LK Quota owner
Period ForecastingItem LK Time period
Period ForecastingQuota LK Time period
Opportunity ForecastingItem LK Source opportunity
Opportunity OpportunitySplit MD Cascade delete
User OpportunitySplit LK Split owner

Limits & Considerations

Limit Value
Forecasting types 4 (standard) + 4 (custom)
Forecast hierarchy levels Role hierarchy depth
Splits per opportunity Unlimited
Quota periods Fiscal periods
Adjustment history 12 months

Forecast Hierarchy vs Role Hierarchy

Option Use Case
Role Hierarchy Forecasts follow org chart
Forecast Hierarchy Custom forecast rollup path
Territory Hierarchy Territory-based forecasting

Best Practices

  1. Use flowchart LR - Left-to-right flow for readability
  2. Keep objects simple - Name + record count only
  3. Replace (count) placeholders - With actual counts from query
  4. Add LDV indicator - For objects >2M records: LDV[~4M]
  5. Color code object types - Blue=Standard, Orange=Custom, Green=External