Forecasting Data Model Template

Forecasting Data Model Template

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

Objects Included

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ~/.claude/plugins/marketplaces/sf-skills/sf-diagram-mermaid/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

Forecast Categories

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

Limits & Considerations

Forecast Hierarchy vs Role Hierarchy

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