Performance KPI — entity reference

A flat performance fact row - the accumulator table that the Scheme and Incentive engines read to know what a partner, account or resource has actually done. Each row carries dimensional keys (accountId, partnerAccountId, supplierAccountId, branchId, resourceId, itemId, sKUId, plus schemeId/schemePeriodId for scheme-period accruals and incentivePlanId/incentivePeriodId/incentiveTargetId for incentive tracking) and a wide palette of per-document-type counters and totals: numberOfInvoices/Orders/Quotes/Bills/Leads/Opportunities/RepairOrders/ServiceRequests/PurchaseOrders and matching totalSaleInvoiceAmount/totalSaleOrderAmount/totalQuoteAmount/totalBillAmount/totalPurchaseOrderAmount/totalRepairOrderAmount quantity-and-amount pairs, plus generic totalAmount/totalQuantity and targetValue. Rows are posted by document services as business documents progress (for example OpportunityService posts one row per opportunity KPI recalculation with numberOfOpportunities=1 and the opportunity total). postingType separates consumer streams: the same event is posted once as SCHEME and once as INCENTIVE. SchemeEngine reads the SCHEME-side rows as its per-period summary, matching on schemeId/schemePeriodId and widening account scope to the account's parent, children and siblings; IncentiveEngine loads rows by incentivePlanId+incentivePeriodId to evaluate targets, including a Custom KPI target type that reads any named PerformanceKPI property by reflection. The Rewards reports (actuals vs targets by period, plan or account) are all built on this table.

Fields

Field	Label	Type	Required	What it does
`AccountId`	Account	Lookup → Account
`BranchId`	Branch	Lookup → Branch
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`Id`	Id	Guid	Yes
`IncentivePeriodId`	Incentive Period	Lookup → IncentivePeriod
`IncentivePlanId`	Incentive Plan	Lookup → IncentivePlan
`IncentiveTargetId`	Incentive Target	Lookup → IncentiveTarget
`ItemId`	Item	Lookup → Item
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	KPI Name	Text	Yes
`NumberOfBills`	Number Of Bills	Number
`NumberOfInvoices`	Number Of Invoices	Number
`NumberOfLeads`	Number Of Leads	Number
`NumberOfOpportunities`	Number Of Opportunities	Number
`NumberOfOrders`	Number Of Orders	Number
`NumberOfPurchaseOrders`	Number Of Purchase Orders	Number
`NumberOfQuotes`	Number Of Quotes	Number
`NumberOfRepairOrders`	Number Of Repair Orders	Number
`NumberOfServiceRequests`	Number Of Service Requests	Number
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account
`PostingType`	Posting Type	PickList		Discriminates which consumer stream the fact row belongs to: the posting services write the same business event twice, once with SCHEME (read by the scheme engine's period summary) and once with INCENTIVE (read by the incentive engine). Filter on it to avoid double counting when totalling rows. Values: KPI, Scheme Ledger.
`RecordTypeId`	Record Type	Guid, hidden
`ResourceId`	Resource	Lookup → Resource
`SchemeId`	Scheme	Lookup → Scheme
`SchemePeriodId`	Scheme Period	Lookup → SchemePeriod		Ties a scheme-side accrual row to a specific SchemePeriod. The scheme engine matches a document's date to the scheme's period windows and only counts rows whose SchemePeriodId falls in the matching window (rows without a period are counted for schemes that define no matching periods).
`SKUId`	SKU	Lookup → SKU
`SupplierAccountId`	Supplier Account	Lookup → Account
`TargetValue`	Target Value	Calculated		The target figure the accumulated actuals are measured against for this slice; the Rewards reports pair it with TotalAmount to show actual versus target per incentive period.
`TotalAmount`	Total Amount	Currency
`TotalBillAmount`	Total Bill Amount	Currency
`TotalBillQuantity`	Total Bill Quantity	Number
`TotalPurchaseOrderAmount`	Total Purchase Order Amount	Currency
`TotalPurchaseOrderQuantity`	Total Purchase Order Quantity	Number
`TotalQuantity`	Total Quantity	Number
`TotalQuoteAmount`	Total Quote Amount	Currency
`TotalQuoteQuantity`	Total Quote Quantity	Number
`TotalRepairOrderAmount`	Total Repair Order Amount	Currency
`TotalRepairOrderQuantity`	Total Repair Order Quantity	Number
`TotalSaleInvoiceAmount`	Total Sale Invoice Amount	Currency
`TotalSaleInvoiceQuantity`	Total Sale Invoice Quantity	Number
`TotalSaleOrderAmount`	Total Sale Order Amount	Currency
`TotalSaleOrderQuantity`	Total Sale Order Quantity	Number
`TotalServiceRequestAmount`	Total Service Request Amount	Currency
`TotalServiceRequestQuantity`	Total Service Request Quantity	Number
`TotalTaxAmount`	Total Tax Amount	Currency
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	Edit	Edit
`New`	New	New	New

Account — looks up via SupplierAccountId
IncentivePeriod — looks up via IncentivePeriodId
UserAccount — looks up via CreatedById
SKU — looks up via SKUId
Item — looks up via ItemId
UserAccount — looks up via ModifiedById
IncentivePlan — looks up via IncentivePlanId
Resource — looks up via ResourceId
Scheme — looks up via SchemeId
UserAccount — looks up via OwnerId
Account — looks up via AccountId
Account — looks up via PartnerAccountId
Branch — looks up via BranchId
SchemePeriod — looks up via SchemePeriodId
IncentiveTarget — looks up via IncentiveTargetId

Performance KPI — entity reference

Fields

Actions

Related entities

Related topics