Tables describing Opportunities and Pursuits

Industry

The Industry table contains a record for each industry that applies to each opportunity or pursuit. It has a Many-to-One relationship with the EdgeEntity table. EntityID and EntityType can be used to get a count by Industry and by Entity Type.

Table Field Description
Industry Active Status of the industry with Business Edge [True/False]. If False, the industry is no longer available as a choice for new items.
  EntityId The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  Industry The name of the industry.

 

PracticeGroup

The PracticeGroup table contains a record for each PracticeGroup that applies to each opportunity or pursuit. It has a Many-to-One relationship with the EdgeEntity table.  EntityID and EntityType can be used to get a count by PracticeGroup and by EntityType.

Table Field Description
PracticeGroup Active Status of the PracticeGroup with Business Edge (True or False). If False, the practice group is no longer available as a choice for new items.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  PracticeGroup The name of the PracticeGroup.

 

WorkType

The WorkType table contains a record for each WorkType that applies to each opportunity or pursuit. It has a Many-to-One relationship with the EdgeEntity table.  EntityID and EntityType can be used to get a count by WorkType and by EntityType.

Table Field Description
WorkType Active Status of the WorkType within Business Edge (True or False). If False, the work type is no longer available as a choice for new items.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  WorkType The name of the WorkType.

 

Lead

The Lead table lists the lead for each opportunity or pursuit. EntityID and EntityType in this table can be used to get a count by lead and by Entity Type. The lead field in this table is often used as a slicer for filtering leads who worked on either opportunity, pursuit, or both. There is a 1:1 relationship between the EntityID and lead. Remember to set the filter on entitytype when working with either opportunity or pursuit.

Table Field Description
Lead BusinessPhone The Business phone number for the Lead
  Company The name of the company employing the Lead.
  Email The Email address for the Lead.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  ExternalId The InterAction ID of the lead of an opportunity or pursuit.
  Lead The display name of the Lead.
  PracticeGroup The Practice Group that the Lead is in.
  Tags The Tags associated with the Lead (Our Personnel, Our Consultants, or Alumni).
  Title The Title that the Lead has.

 

Coordinator

The Coordinator table contains a record for each Coordinator that applies to each opportunity or pursuit. It has a 1:1 relationship with the EdgeEntity table. EntityID and EntityType can be used to get a count by Coordinator and by EntityType. The coordinator field in this table is often used as a slicer for filtering coordinators who worked on either opportunity, pursuit, or both.

Table Field Description
Coordinator BusinessPhone The Business Phone Number for the Coordinator.
  Company The name of the Company employing the Coordinator.
  Coordinator The display name of the Coordinator.
  Email The Email address for the Coordinator.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  ExternalId The InterAction ID of the coordinator.
  PracticeGroup The Practice Group that the Coordinator is in.
  Tags The Tags associated with the Coordinator (Our Personnel, Our Consultants, or Alumni).
  Title The Title that the Coordinator has.

 

TargetCompany

The TargetCompany table contains a record for each TargetCompany that applies to every opportunity or pursuit. It has a 1:1 relationship with the EdgeEntity table. EntityID and EntityType can be used to get a count by TargetCompany and by EntityType.

Table Field Description
TargetCompany AkaName The Alt display name of the Target Company.
  City The city of the Target Company.
  Country The country of the Target Company.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  MapLocation

The city location with state/province, post code and country information.

Use this field for map visual to improve map accuracy.
  PostalCode The postal code of the Target Company.
  State/Province The State/Province of the Target Company.
  TargetCompany The display name of the Target Company.
  WebSite The URL for the web site of the Target Company.

 

PrimaryContact

The PrimaryContact table contains a record for each PrimaryContact that applies to each opportunity or pursuit. It has a Many-to-one relationship with the EdgeEntity table. EntityID and EntityType can be used to get a count by PrimaryContact and by EntityType. The PrimaryContact field in this table can be used for filtering.

Table Field Description
PrimaryContact BusinessPhone The Business phone number for the Primary Contact.
  Company The name of the company employing the Primary Contact.
  Email The Email address for the Primary Contact.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  ExternalId The InterAction ID of the primary contact.
  PracticeGroup The Practice Group the Primary Contact is in.
  PrimaryContact The display name of the Primary Contact.
  Tags The Tags associated with the Primary Contact (Our Personnel, Our Consultants, or Alumni).
  Title The Title that the Primary Contact has.

 

OtherPersonnel

The OtherPersonnel table contains a record for each OtherPersonnel that apply to each opportunity or pursuit. It has a Many-to-One relationship with the EdgeEntity table. EntityID and EntityType can be used to get a count by OtherPersonnel and by EntityType. The OtherPersonnel field of this table is often used as a slicer for filtering.

Table Field Description
OtherPersonnel BusinessPhone The business phone number for the Other Personnel.
  Company The name of the company employing the Other Personnel.
  Email The Email address for the Other Personnel.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  ExternalId The InterAction ID of the other personnel.
  OtherPersonnel The display name of the Other Personnel.
  PracticeGroup The Practice Group that the Other Personnel is in.
  Tags The Tags associated with the Other Personnel (Our Personnel, Our Consultants, or Alumni).
  Title The title that the Other Personnel has.

 

OthersInvolved

The OthersInvolved table contains a record for each OthersInvolved that applies to each opportunity or pursuit. It has a Many-to-One relationship with the EdgeEntity table. EntityID and EntityType can be used to get a count by OthersInvolved and by EntityType.

Table Field Description
OthersInvolved BusinessPhone The business phone number for the Others Involved.
  Company The name of the company employing the Others Involved.
  Email The Email address for the Others Involved.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  ExternalId  
  OthersInvolved The display name of the Others Involved.
  PracticeGroup The Practice Group which the Others Involved are in.
  Tags The Tags associated with the OthersInvolved (Our Personnel, Our Consultants, or Alumni).
  Title The Title that the OthersInvolved has.

 

StageHistory

The StageHistory table contains stage history information for both opportunities and pursuits at the record level. It has a Many-to-One relationship with the EdgeEntity table. EntityID and EntityType can be used to get a count by StageHistory and by EntityType.

Table Field Description
StageHistory CompletedBy The person who completed the stage.
  CreateDate The date on which the stage was created.
  Duration The length of the stage in number of days.
  EndDate The date on which the stage was marked End.
  EndedBy The person who marked the end of the stage.
  EntityID The foreign key to the EdgeEntity table.
  EntityType The type of the EdgeEntity (Opportunity or Pursuit).
  Stage Current stage of an opportunity or pursuit.
  StageState The status of the stage, e.g., First, Final.
  Type Type of the entity.
  Workflow Workflow name.

 

ActivityDetail

Contains detailed activity information within the last two years at the activity level. Contact list values are provided for multiple contacts involved in an activity.

Table Field Description
ActivityDetail Activity Count Row count of the activity records.
  ActivityCreateDate The date on which an activity was created.
  ActivityDueDate The date on which an activity event happens.
  ActivityGroup Activity group/category.
  ActivityId  
  ActivityType  
  CompanyName

A comma-delimited list of company names with their InterAction ID.

Note: Names are not displayed if the activity is an outgoing marketing event.
  ContactName

A semicolon-delimited list of contacts involved in an activity (last name, first name).

Note: Names are not displayed if the activity is an outgoing marketing event.
  Direction The direction of communication: incoming or outgoing.
  ModifiedDate The date on which the activity event information was updated.
  OriginatorName The name of the originator of the activity.
  OriginatorTitle The title of the originator of the activity.
  Summary The activity summary.

 

CustomFieldDefinition

The CustomFieldDefinition table provides the custom label for the custom fields of opportunities or pursuits.

Table Field Description
CustomFieldDefinition EntityType EntityType of the entity: opportunity or pursuit.
  CustomLabel The label/fieldname used by the InterAction customer.
  PBIFieldName Power BI field name in the data model. They can be in either the opportunity table or the pursuit table.

 

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