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