Engagement Analytics Output Fields

Each row of the Engagements dataset represents a single engagement source record. For your subscription data that comes from Billing Central through Financial Analytics, the engagement source record is a billing contract line item. For your professional services data that comes from PSA through PSA Analytics, the engagement source record is a project. For your order management data coming from SCM, the engagement source record is a sales order line item.

The following table describes the fields available in the Engagements dataset, grouped by their type within Analytics.

Key:

BC - the field is only populated when the engagement source record is a billing contract line item.
P - the field is only populated when the engagement source record is a project.
D - the field is retrieved directly from the originating dataset. Engagement Analytics doesn't perform any additional processing on it.

Engagements Dataset Fields
Field Type	Field Label	Field API Name		Description
Measures	Contract ARR Value	ValueContractFfbcAnnualRecurringRevenue	BC D	Annual recurring revenue of the billing contract.
	Contract Line Item ARR	ValueContractLineItemFfbcAnnualRecurringRevenue	BC D	Annual recurring revenue of the billing contract line item.
	Contract Line Item MRR	ValueContractLineItemFfbcMonthlyRecurringRevenue	BC D	Monthly recurring revenue of the billing contract line item.
	Contract MRR Value	ValueContractFfbcMonthlyRecurringRevenue	BC D	Monthly recurring revenue of the billing contract.
	Cost	ValueCost		Total cost amount of the source record. This is set to: Zero for billing contract line items. Project Total Costs for projects. Sales Order Line Item Unit Cost multiplied by Sales Order Line Item Quantity for sales order line items.
	Invoiced	ValueInvoiced		Total amount invoiced to the customer for the source record. This is set to: Contract Line Item Total Billed for billing contract line items. Project Invoiced Amount for projects. Sales Order Line Item Quantity Billed multiplied by Sales Order Line Item Price for sales order line items.
	Margin	ValueMargin		Total profit margin for the source record. This is calculated as: Invoiced - Cost
	Project Billings	ValueProjectBillings	P D	Sum of the billed amounts for the project. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced.
	Project Expense Costs	ValueProjectExpenseCosts	P D	Sum of the approved expenses in expense reports related to the project, whether billable or not.
	Project External Costs	ValueProjectExternalCosts	P D	Sum of the external costs of the project, whether billable or not.
	Project Internal Costs	ValueProjectInternalCosts	P D	Sum of the internal costs of the project, whether billable or not. Internal costs are only for resources that are not marked as External.
	Project Other Costs	ValueProjectOtherCosts	P D	Any other project costs, such as material or capital costs incurred on the project.
	Project Pass-Through Billings	ValueProjectPassThroughBillings	P D	Sum of the pass-through project billings, including expenses.
	Projected Margin	ValueProjectedMargin		Total projected profit margin for the source record. This is calculated as: Revenue - Cost
	Revenue	ValueRevenue		Total revenue for the engagement source. This is set to: Contract Line Item Total Contract Line Value for billing contract line items. Project Bookings for projects. Sales Order Line Item Extended Price for sales order line items.
	Timeline Revenue	ValueTimelineRevenue		Total revenue of the header-level engagement source. This is set to: Contract Total Contract Value for billing contract lines. Project Bookings for projects. Sales Order Total Value for sales order line items. Note: This field is required for the Engagement Timeline component. It is not intended to be used in dashboards or lenses.
Dates	Contract Renewal Reminder Date	ContractFfbcRenewalReminderDate	BC D	Date on which to report that the billing contract is due for renewal.
	End Date	EndDate		End date of the engagement source. This is set to: Contract End Date for billing contract line items. Project End Date for projects. Last available Sales Order Line Item Current Promise date across all sales order line items linked to the same sales order. If Sales Order Line Item Current Promise is not defined for a line item, Sales Order Line Item Commitment Date is used for that sales order line item.
	Engagement End Date	EngagementEndDate		Date on which the engagement ends.
	Engagement Start Date	EngagementStartDate		Date on which the engagement starts.
	Start Date	StartDate		Start date of the engagement source. This is set to: Contract Start Date for billing contract line items. Project Start Date for projects. Sales Order Approval Date for sales order line items. When Sales Order Approval Date is not defined for a sales order, Sales Order Date is used instead.
Dimensions	Account	Account		Name of the account related to the source record. Set to: Account Name for billing contract line items. Project Account Name for projects. Sales Order Account Name for sales order line items.
	Company	Company		Name of the company related to the source record. Set to: Company Name for billing contract line items. Project Company Name for projects. Blank value for sales order line items.
	Contract ID	ContractId	BC D	Salesforce record ID of the billing contract.
	Contract Line Item ID	ContractLineItemId	BC D	Salesforce record ID of the billing contract line item.
	Contract Line Item Name	ContractLineItemName	BC D	Name of the billing contract line item.
	Contract Name	ContractFfbcContractName	BC D	Descriptive name of the billing contract.
	Contract Number	ContractName	BC D	Numeric identifier of the billing contract. This is an auto-number field on the Billing Contract object.
	Contract Status	ContractFfbcStatus	BC D	Current status of the billing contract.
	Engagement ID	EngagementId		Salesforce record ID of the engagement.
	Engagement Name	EngagementName		Description of the engagement.
	Product Billing Type	ProductFfbcBillingType	BC D	Determines the way in which a bill is generated for the billing contract line item. For more information, see Billing Contract Fields in the Billing Central Help.
	Product Name	ProductName	BC D	Name of the product related to the billing contract line item.
	Project Financial Status	ProjectFinancialStatus	P D	Indicates the current financial status of a project. Expressed as "Green", "Yellow", or "Red".
	Project Group Name	ProjectGroupNameChain	P D	Name of the group the project relates to.
	Project ID	ProjectId	P D	Salesforce record ID of the project.
	Project Is Active	ProjectIsActive	P D	Indicates whether the project is active.
	Project Name	ProjectName	P D	Descriptive name of the project.
	Project Number	ProjectNumber	P	Numeric identifier of the project. This is an auto-number field on the Project object. It is set to Project Display ID.
	Project Practice Name	ProjectPracticeNameChain	P D	Name of the practice the project relates to.
	Project Region Name	ProjectRegionNameChain	P D	Name of the region the project relates to.
	Project Schedule Status	ProjectScheduleStatus	P D	Indicates whether the project is on schedule. Expressed as "Green", "Yellow", or "Red".
	Project Scope Status	ProjectScopeStatus	P D	Indicates the current scope status of the project. Expressed as "Green", "Yellow", or "Red".
	Project Status	ProjectStatus	P D	Indicates the overall status of the project. Expressed as "Green", "Yellow", or "Red".
	Revenue Stream	RevenueStream		Indicates where the engagement source record comes from. Set to: "Subscriptions" for billing contract line items. "Services" for projects. "Order Management" for sales order line items.
	Source Currency ISO Code	SourceCurrencyIsoCode		Currency ISO code of the engagement source. This is set to: Contract Currency ISO Code for billing contract line items. Project Currency ISO Code for projects. Sales Order Currency ISO Code for sales order line items.
	Source ID	SourceId		Salesforce record ID of the engagement source. This is set to: Contract ID for billing contract line items. Project ID for projects. Sales Order ID for sales order line items.
	Source Name	SourceName		Descriptive name of the engagement source. This is set to: Contract Name for billing contract line items. When Contract Name is not defined for a line item, Contract Number is used instead. Project Name for projects. Sales Order Name for sales order line items. When Sales Order Name is not defined for a line item, Sales Order Number is used instead.
	Source Number	SourceNumber		Numeric identifier of the engagement source. This is an auto-number field on the originating object in Salesforce. Set to: Contract Number for billing contract line items. Project Display ID for projects. Sales Order Number for sales order line items.