Renewal Center Objects
Renewal Center Objects
Some of the most important Gainsight objects used in the Renewal Center module are described here.
GS Opportunity
The following table lists the data fields available in this object:
Field Name | Description |
---|---|
Change Amount | Forecast Amount - Target Amount when an Opportunity is open. Final Amount - Target Amount when an Opportunity is closed (Closed Won or Closed Lost) |
Close Date | Date when the opportunity is expected to close. This field is synced from SFDC. |
Company | GSID of Company in Gainsight with an associated Opportunity. |
Deleted | It is marked as True or False when an Opportunity is deleted. Deleted opportunities are synced from SFDC to Gainsight through Connector. |
Description | Description for the Opportunity. This field is synced from SFDC. |
DS Forecast Amount | Forecast amount for an opportunity derived through Data Science calculations in Gainsight. |
DS Likelihood Score | Probability score of winning an opportunity derived through Data Science calculations in Gainsight. |
DS Score Updated At | The last time a score was derived by Data Science calculations. When there are any changes in the Opportunity, it triggers Data Science to update the score through calculations. |
Due Date | The Due Date for a renewal opportunity. This field supports the summary calculation for “Renewals Due” and “Gross Renewal Rate.” This date is used to calculate if a renewal is early or late, as compared to the Close Date. |
Expected Forecast | Currency value populated by multiplication of Forecast Amount and Probability (%). |
External Id | SFDC Id of the Opportunity. This field is synced from SFDC. |
Final Amount | The official amount that the opportunity closed. This amount is compared to the Target Amount for closed opportunities to calculate if a renewal has increased in value (upsell) or reduced in value (downsell). |
Forecast Amount | Forecasted Annual Recurring Revenue (ARR) or Monthly Recurring Revenue (MRR) amounts. |
Forecast Category | Name of the Forecast category. Each opportunity stage is associated with a specific forecast category, defined in the system. This field is synced from SFDC. |
GS Booking Type | It stores either Renewal, Upsell, or Downsell. Booking type is a Gainsight category used to help Renewal Center identify opportunities that are Renewal, Upsell, and Downsell. |
Has Line Item | It marks whether an Opportunity is a current line item or not. This field is synced from SFDC. |
Inferred Booking Type | It stores five values; Renewal, Upsell, Downsell, Renewal with Upsell, and Renewal with Downsell depending on the Change Value, positive, negative, or zero respectively. |
Name | Name of the Opportunity. This field is synced from SFDC. |
Next Step | Description of next task in closing opportunity. This field is synced from SFDC. |
Opportunity Owner | GSID of the user who has created an Opportunity. |
Probability (%) | Probability score in %, associated with each Opportunity Stage. |
Record Type | Type which helps to control the set of Opportunity stages (Example: One set of Opportunity stage: Renewal, Upsell, Downsell). The record types are synced from SFDC. |
Stage | Current stage of this Opportunity record. This field is synced from SFDC. |
Target Amount | Target renewal dollar amount for opportunity. This field supports the summary calculation for “Renewals Due.” “Renewals Due” is the denominator in the calculations for Gross and Net Renewal Rates. |
Type | Type of opportunity. For example, Existing Business or New Business. This field is synced from SFDC. |
Source Type | It stores two values: OPPORTUNITY and CSQL. This field identifies whether the opportunity is created from the Renewal Center feature or Customer Success Qualified Leads feature. |
Opportunity Source | It stores 12 values: CONNECTOR, RULES, COCKPIT, RENEWAL_CENTER_UI, GS_HOME_FORECAST, GS_HOME_CSQL_OPPORTUNITY, C360_FORECAST, C360_CSQL_OPPORTUNITY, R360_CSQL_OPPORTUNITY, EXTERNAL_API, GS_HOME, and UNKNOWN. This field identifies the module from where the opportunity is created. This field is ready only and not editable. For any opportunity created using Connectors from any external CRMs, the value in this field is populated as CONNECTOR_{CRM Name}. For example, for an opportunity created from an SFDC Connector job, the value is populated as "CONNECTOR_SFDC". |
GS Opportunity Stage
The following table lists the data fields available in this object:
Field Name | Description |
---|---|
Active | This field indicates whether an opportunity stage value is active (True) or not (False). Inactive opportunity stage values are not available in the dropdown and are retained for historical purposes only. |
ApiName | Uniquely identifies an Opportunity Stage dropdown value so it can be retrieved without using an id. |
Closed | This field Indicates whether an opportunity stage value represents a closed opportunity (True) or not (False). Multiple opportunity stage values can represent a closed opportunity. |
DefaultProbability (%) | The default percentage estimate of the confidence in closing a specific opportunity for an opportunity stage value. |
Deleted | It is marked as True or False when an Opportunity stage is deleted. |
Description | Description added to an opportunity stage. |
External Id | SFDC Id of an opportunity stage synced from Salesforce. |
Forecast Category | The default forecast category for an opportunity stage value. The forecast category automatically determines how opportunities are tracked and totaled in a forecast. |
MasterLabel | Master label for an opportunity stage value. |
SortOrder | Number used to sort an opportunity stage value in the opportunity stage dropdown. |
Won | This field indicates whether an opportunity stage value represents a won opportunity (True) or not (False). Multiple opportunity stage values can represent a won opportunity. |
GS Opportunity Prediction
The following table lists the data fields available in this object:
Field Name | Description |
Deleted | It is marked as True or False when a prediction record is deleted. |
Description | Description added to each prediction record in this object. |
DS Forecast Amount | Forecast amount for an opportunity derived through Data Science calculations in Gainsight. |
Ds Likelihood Color | It stores the hex code of the color associated with each score derived through Data Science calculations in Gainsight. |
DS Likelihood Score | Probability score of winning an opportunity derived through Data Science calculations in Gainsight. |
Opportunity | It stores the GSID of an opportunity with associated data science prediction values. |
GS Record Type
Data in all of the fields are synced from SFDC.
The following table lists the data fields available in this object:
Field Name | Description |
---|---|
Active | This field indicates whether a record type is active (True) or not (False). Inactive record type values are retained for historical purposes only. |
Deleted | It is marked as True or False when a record type is deleted. |
Description | Description added to each record type. |
External Id | SFDC Id of a Record Type synced from Salesforce. |
GS Object Name | Name of the Gainsight object to which a Record Type is associated with (GS Opportunity for Renewal Center). |
Name | Label of the record type on the user interface while adding an Opportunity stage. |
SObject Type | Name of the Salesforce object to which a record type is associated with (Opportunity in Renewal Center) |