Datasets:

misatadata
/

pepperwind

# crm

Pepperwind's B2B sales CRM, shaped like a Salesforce org: its objects, field names, 18-character record Ids and picklist values follow Salesforce's conventions. It records the sales team's users and territories, the wholesale accounts (every wholesale buyer in core, and the companies that were converted from a lead but never bought) with their people, and the selling around them: leads, opportunities and their history, quotes and the activities reps logged. The company moved to this CRM on Monday 13 January 2025; records from the earlier CRM were loaded that day, so history tables start then. Orders placed by these accounts are in commerce (order.b2b_account_id).

| Table | Rows | What it holds |
|---|---:|---|
| [account](#account) | 605 | One row per account record: a wholesale buyer (Type Customer) or a company converted from a lead that has not bought (Type Prospect). Field values are as they stand at the export. |
| [account_owner_history](#account_owner_history) | 994 | One row per change of an account's owner in this CRM, as Salesforce's AccountHistory keeps the Owner field: a first row when the account was loaded or created (no old owner), then each transfer. Starts on 13 January 2025. |
| [account_versions](#account_versions) | 947 | One row per state of an account's status: the first from the account's creation, then one each time Account_Status__c changed. The row with an empty valid_to is the state at the export. |
| [activity](#activity) | 40,462 | One row per activity a rep logged: calls, emails and to-dos (Salesforce tasks) and visits and meetings (events). The CRM holds only what reps logged, which is less than they did. Activities dated before 13 January 2025 came over from the earlier CRM. |
| [contact](#contact) | 1,816 | One row per contact record: a person at an account. Records merged into another are not in this table; contact_merge lists them. |
| [contact_merge](#contact_merge) | 301 | One row per contact record merged into another and removed. The kept record stays in contact; the removed record does not appear there. |
| [crm_user](#crm_user) | 40 | One row per CRM login: every sales employee, the CEO (view only), the CRM and email and marketing operations staff, and the integration user that loads data. Users are deactivated when the person leaves, never deleted. |
| [lead](#lead) | 2,651 | One row per lead: a person at a business that is not yet a buyer, from the web form, a trade-fair badge scan, a B2B marketplace enquiry, or a rep's own prospecting. Some are not buyers at all (consumers, students, spam). Referrals and a rep's own contacts are often opened straight as an account and opportunity instead. |
| [opportunity](#opportunity) | 1,295 | One row per opportunity: a deal with an account, as it stands at the export. Deals are first orders from new accounts (New Business) and, with existing buyers, hotel supply agreements, festive gifting orders, seasonal stocking, new range listings and export pepper contracts (Existing Business). Ordinary reorders are orders, not opportunities. Open deals and those closed in the two years before 13 January 2025 came over from the earlier CRM. |
| [opportunity_history](#opportunity_history) | 3,510 | One row per saved change to an opportunity's stage, amount, close date or probability, with the values after the change, as Salesforce's OpportunityHistory keeps them. Starts on 13 January 2025: an open deal from the earlier CRM has one row at its load, and deals closed before then have none. |
| [quote](#quote) | 869 | One row per quote on an opportunity. Each revision is a new quote on the same opportunity (v1, v2 and so on); older versions are rarely tidied. Quotes are priced from the list price in force on the quote's day, net of the tax the list price includes, at the buyer's discount; export quotes price bulk spice per kilo in USD. |
| [quote_line](#quote_line) | 6,322 | One row per product line on a quote. |
| [territory](#territory) | 10 | One row per sales territory, set up when the company moved to this CRM on 13 January 2025 (US Central and West on 1 October 2025). The earlier CRM had no territory records. |
## account
One row per account record: a wholesale buyer (Type Customer) or a company converted from a lead that has not bought (Type Prospect). Field values are as they stand at the export.
605 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0015g0000000cvyAAA`, `0015g0000000cvzAAA`, `0015g0000000cw0AAA` | The account's Salesforce record Id (prefix 001). |
| `Name` | text | 0.0% | `Jackfruit Cup Pvt Ltd`, `Saffron Lane Supermarket`, `Ganga Gourmet` | The organisation's legal name. |
| `Segment__c` | text | 0.0% | `cafe`, `grocer_deli`, `distributor` | The kind of buyer: cafe, grocer_deli, hotel_restaurant, corporate_gifting, distributor (export importers), deli_concept_store (Europe) or grocer (US). |
| `Industry` | text | 0.0% | `Hospitality`, `Retail`, `Wholesale` | Salesforce's industry picklist, set from the segment: Hospitality for cafes and hotels and restaurants, Wholesale for distributors, Consumer Goods for corporate gifting, Retail for shops. |
| `BillingCity` | text | 0.0% | `Kochi`, `Rajkot`, `Mumbai` | The city of the organisation's registered address. |
| `BillingState` | text | 0.0% | `Kerala`, `Gujarat`, `Maharashtra` | The state or region of the registered address, as a name. |
| `BillingCountry` | text | 0.0% | `IN`, `AE`, `AU` | The registered address's country, as an ISO 3166 two-letter code. |
| `Website` | text | 9.8% | `www.thejackfruitcup.example`, `www.saffronlanesupermarket.example`, `www.gangagourmet.example` | The organisation's website. Empty for about half of the prospects, which gave none. |
| `PaymentTermsDays__c` | integer | 0.0% | 15 to 60 | Days the buyer has to pay an invoice: 15 for cafes, 45 for hotels and restaurants, 60 for distributors, 30 for everyone else. |
| `GSTIN__c` | text | 39.8% | `32HFWCM9325S1ZX`, `24ESTCT3251I1ZX`, `33FWXCN1731D1Z5` | The buyer's Indian GST registration number. Empty outside India and for Indian buyers not registered for GST. |
| `VAT_Number__c` | text | 85.5% | `DE771125928`, `FR44472163042`, `NL321215290B55` | The buyer's EU VAT number. Empty outside the EU and where none is on record. |
| `OwnerId` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XI5AAM`, `0055g0000000XIQAA2`, `0055g0000000XHrAAM` | The CRM user who owns the account at the export; the full record of owners is in account_owner_history. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2017-04-18 08:45:03 to 2026-09-29 19:52:36 | When the account record was created, on the account's local clock. Accounts carried over from the earlier CRM in January 2025 keep the date they were opened there. |
| `IsDeleted` | boolean | 0.0% | False to False | Salesforce's deleted flag; always false in this export. |
| `Type` | text | 0.0% | `Customer`, `Prospect` | Customer for a buyer that has ordered, Prospect for a company converted from a lead that has not. |
| `Account_Status__c` | text | 0.0% | `Churned`, `Active`, `At Risk` | The account's current status: Active, At Risk (a rep's warning flag), Dormant (stopped ordering), Churned, or Prospect. Its history is in account_versions. |
| `TerritoryId` | text, → `crm.territory.Id` | 0.0% | `0MI5g00000008ZxGAI`, `0MI5g00000008ZzGAI`, `0MI5g00000008ZyGAI` | The sales territory the account is in at the export. |
| `Phone` | text | 19.0% | `+91 97XXXXX937`, `+91 99XXXXX043`, `+91 90XXXXX640` | A phone number for the business, taken from a person at it. Indian numbers have their middle digits masked. Empty for about one account in five. |
| `CurrencyIsoCode` | text | 0.0% | `INR`, `USD`, `EUR` | The account's currency: INR in India, EUR in Europe, USD in the US and for export distributors. |
| `AnnualRevenue` | number | 73.9% | 75000.0 to 4472400000.0 | The buyer's own yearly revenue as a rep entered it, in the account's currency, rounded to the lakh (100,000) in India and to the thousand elsewhere. Empty where no rep entered it. |
| `NumberOfEmployees` | integer | 68.3% | 1 to 661 | The buyer's headcount as a rep entered it. Empty where no rep entered it. |
| `LegacyId__c` | text | 35.5% | `A-20720`, `A-20689`, `A-20552` | The account's number in the earlier CRM (A-<number>), on accounts carried over from it. Empty for accounts created in this CRM. |
## account_owner_history
One row per change of an account's owner in this CRM, as Salesforce's AccountHistory keeps the Owner field: a first row when the account was loaded or created (no old owner), then each transfer. Starts on 13 January 2025.
994 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0175g00000002EBAAY`, `0175g00000002ECAAY`, `0175g00000002EDAAY` | The history record's Salesforce Id (prefix 017). |
| `AccountId` | text | 0.0% | `0015g0000000d25AAA`, `0015g0000000d2HAAQ`, `0015g0000000cxtAAA` | The account whose owner changed (its earliest record). |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2025-01-13 10:00:16 to 2026-09-29 19:52:36 | When the change was saved, on the clock of the person who made it (the account's own clock for the row made with a new account). |
| `OldOwnerId` | text | 57.9% | `0055g0000000XI9AAM`, `0055g0000000XI2AAM`, `0055g0000000XHuAAM` | The CRM user who owned the account before the change. Empty on the account's first row. |
| `NewOwnerId` | text | 0.0% | `0055g0000000XI0AAM`, `0055g0000000XI4AAM`, `0055g0000000XHuAAM` | The CRM user who owns the account from this change. |
| `CreatedById` | text | 0.0% | `0055g0000000XICAA2`, `0055g0000000XHxAAM`, `0055g0000000XIDAA2` | The CRM user who made the change: the integration user for accounts loaded from the earlier CRM, the owner for a new account's first row, and for a transfer the CRM admin (the January 2025 reassignment), the sales coordinator or a sales head. |
## account_versions
One row per state of an account's status: the first from the account's creation, then one each time Account_Status__c changed. The row with an empty valid_to is the state at the export.

947 rows; key `version_id`.

| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `version_id` | integer, key | 0.0% | 1 to 947 | A number for the version, unique across the table. |
| `Id` | text | 0.0% | `0015g0000000cvyAAA`, `0015g0000000cvzAAA`, `0015g0000000cw0AAA` | The account (its earliest record). |
| `valid_from` | timestamp, local wall clock, no zone | 0.0% | 2017-04-18 08:45:03 to 2026-09-30 19:01:24 | When this status took effect, on the clock of the person who changed it (the account's own clock for the first version). |
| `valid_to` | timestamp, local wall clock, no zone | 60.7% | 2017-10-06 10:45:50 to 2026-09-30 19:01:24 | When the next status replaced it. Empty for the current version. |
| `Segment__c` | text | 0.0% | `cafe`, `grocer_deli`, `distributor` | The account's segment, as on the account. |
| `Account_Status__c` | text | 0.0% | `Active`, `Dormant`, `Churned` | The status in this period: Active, At Risk, Dormant, Churned, or Prospect for an account that has not bought. |

## activity

One row per activity a rep logged: calls, emails and to-dos (Salesforce tasks) and visits and meetings (events). The CRM holds only what reps logged, which is less than they did. Activities dated before 13 January 2025 came over from the earlier CRM.

40,462 rows; key `Id`.

| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `00T5g0000000PeTEAU`, `00T5g0000000PeUEAU`, `00T5g0000000PeVEAU` | The activity's Salesforce Id (prefix 00T). |
| `ActivityType` | text | 0.0% | `Task`, `Call`, `Visit` | Call, Email, Task (a to-do), Visit (in person) or Meeting (a scheduled video or office meeting, US team). |
| `WhoId` | text | 16.5% | `0035g0000000409AAA`, `0035g00000003jHAAQ`, `0035g00000003qDAAQ` | The person the activity was with: a contact Id (prefix 003) or a lead Id (prefix 00Q). Empty when no person was named. |
| `WhatId` | text | 28.3% | `0015g0000000cz7AAA`, `0065g0000000M6jAAE`, `0015g0000000czOAAQ` | The record the activity was about: an account Id (prefix 001) or an opportunity Id (prefix 006). Empty when none was named. |
| `Subject` | text | 0.0% | `Update quote`, `Other`, `Intro call` | The subject as the rep left it: often the default (Call, Email, Meeting, Other), otherwise short free text; emails logged from the mailbox start with "Email:", and some in Europe are in Dutch. |
| `ActivityDate` | timestamp, local wall clock, no zone | 0.0% | 2023-10-03 00:00:00 to 2026-10-13 00:00:00 | The day the activity happened, or for a follow-up task created ahead, its due date. |
| `DurationMinutes` | number | 65.1% | 1.0 to 90.0 | Length in minutes for visits, meetings and the calls where one was logged. Empty for emails, tasks and most calls. |
| `Status` | text | 19.0% | `In Progress`, `Completed`, `Not Started` | Task status: Completed for anything logged after the fact; Not Started, In Progress, Deferred or Waiting on someone else for follow-ups. Empty for visits and meetings. |
| `Priority` | text | 19.0% | `Normal`, `High`, `Low` | Task priority: High, Normal or Low. Empty for visits and meetings. |
| `OwnerId` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XI9AAM`, `0055g0000000XI4AAM`, `0055g0000000XI5AAM` | The rep who did and logged the activity. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2025-01-01 10:59:01 to 2026-09-30 23:32:46 | When the activity was entered in the CRM, often hours or a day after it happened, on the rep's office clock. Activities from the earlier CRM carry the time they were loaded on 13 January 2025 (Kochi time). |
| `IsDeleted` | boolean | 0.0% | False to False | Salesforce's deleted flag; always false in this export. |

## contact

One row per contact record: a person at an account. Records merged into another are not in this table; contact_merge lists them.
1,816 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0035g00000003gHAAQ`, `0035g00000003gIAAQ`, `0035g00000003gJAAQ` | The contact's Salesforce Id (prefix 003). |
| `AccountId` | text | 0.0% | `0015g0000000d1UAAQ`, `0015g0000000cwHAAQ`, `0015g0000000cxWAAQ` | The account the person works at (its earliest record). |
| `FirstName` | text | 0.0% | `Saloni`, `Ajay`, `Sujitha` | The person's first name as entered on this record. |
| `LastName` | text | 0.0% | `Goel`, `Viswanathan`, `Asari` | The person's last name as entered on this record. |
| `Email` | text | 0.0% | `saloni.goel@inmail.example`, `ajay.viswanathan97@inbox.example`, `sasari@inbox.example` | The email address on this record; many buyers at small businesses use a personal mailbox. |
| `Phone` | text | 0.0% | `+91 93XXXXX664`, `+91 99XXXXX277`, `+91 94XXXXX411` | The phone number as written on this record. Indian numbers have their middle digits masked. |
| `Title` | text | 55.1% | `Cafe Manager`, `Owner`, `Head Barista` | Job title as typed: in the language of the market, for example Cafe Manager, Purchase Manager, Inkoper or Einkauf. Empty where none was entered. |
| `Department` | text | 70.6% | `Management`, `Operations`, `Purchase` | Department as picked: Purchase, Kitchen, F&B, Accounts, Admin, HR, Management, Operations or Stores. Empty where none was picked. |
| `MailingCity` | text | 56.5% | `Thrissur`, `Palakkad`, `Kochi` | The city of the account's registered address. Empty where none was entered. |
| `OwnerId` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XI5AAM`, `0055g0000000XIGAA2`, `0055g0000000XHzAAM` | The CRM user who owns the contact: the owner of its account. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2024-12-02 10:08:05 to 2026-09-30 20:07:07 | When this record was created in this CRM. People known before the move carry a working day of the December 2024 pilot, when reps keyed them in, or 13 January 2025, the day of the import (both on the Kochi clock); later records are on the person's local clock. |
| `LeadSource` | text | 59.2% | `Word of mouth`, `Trade Show`, `External Referral` | How the person first came to Pepperwind, where recorded. Records from the January 2025 import keep the earlier CRM's free text (trade fair, website, ref, cold call); others use the picklist (Trade Show, Web, External Referral and so on). |
| `LegacyId__c` | text | 91.5% | `C-100684`, `C-100812`, `C-101122` | The person's number in the earlier CRM (C-<number>), on records from the 13 January 2025 import only. |
| `IsDeleted` | boolean | 0.0% | False to False | Salesforce's deleted flag; always false here, since merged records are left out of this table. |

## contact_merge
One row per contact record merged into another and removed. The kept record stays in contact; the removed record does not appear there.
301 rows; key `merge_id`.

| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `merge_id` | integer, key | 0.0% | 1 to 301 | A number for the merge, in order of when it was made. |
| `kept_id` | text | 0.0% | `0035g00000003ltAAA`, `0035g00000003o3AAA`, `0035g00000003goAAA` | The contact record that was kept (the principal record). |
| `merged_id` | text | 0.0% | `0035g00000003gTAAQ`, `0035g00000003jnAAA`, `0035g00000003lAAAQ` | The number of the duplicate record that was merged away. It is not a contact Id: the removed record is not in the contact table. |
| `merged_at` | timestamp, local wall clock, no zone | 0.0% | 2020-02-23 21:32:01 to 2026-09-30 23:40:12 | When the merge was made. |

## crm_user
One row per CRM login: every sales employee, the CEO (view only), the CRM and email and marketing operations staff, and the integration user that loads data. Users are deactivated when the person leaves, never deleted.
40 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0055g0000000XHqAAM`, `0055g0000000XHrAAM`, `0055g0000000XHsAAM` | The user's Salesforce Id (prefix 005). |
| `EmployeeNumber` | text | 2.5% | `EMP-10001`, `EMP-10006`, `EMP-10043` | The person's employee number in HR. Empty for the integration user. |
| `Name` | text | 0.0% | `Nikhil Paulose`, `Ancy Devassy`, `Deepak Iyer` | The user's full name; "Integration User" for the data loader. |
| `Email` | text | 0.0% | `nikhil.paulose@pepperwind.example`, `ancy.devassy@pepperwind.example`, `deepak.iyer@pepperwind.example` | The user's work email. |
| `UserRole` | text | 0.0% | `Executive`, `Account Executive`, `Inside Sales` | The user's CRM role: Executive, Head of Sales, Sales Manager, Key Account Manager, Account Executive, Inside Sales, Sales Operations, Marketing or Integration. |
| `IsActive` | boolean | 0.0% | False to True | False for people who have left the company. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2017-03-14 00:00:00 to 2026-08-31 00:00:00 | The day the person joined the company, kept as the user's creation date when users moved to this CRM; for the integration user, the day it was set up for the December 2024 pilot. |
| `LegacyId__c` | text | 42.5% | `U-101`, `U-105`, `U-127` | The user's number in the earlier CRM (U-<number>), for people who joined before 13 January 2025. |
## lead
One row per lead: a person at a business that is not yet a buyer, from the web form, a trade-fair badge scan, a B2B marketplace enquiry, or a rep's own prospecting. Some are not buyers at all (consumers, students, spam). Referrals and a rep's own contacts are often opened straight as an account and opportunity instead.
2,651 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `00Q5g00000001Z6EAI`, `00Q5g00000001Z7EAI`, `00Q5g00000001Z8EAI` | The lead's Salesforce Id (prefix 00Q). |
| `FirstName` | text | 10.8% | `Dev`, `Anuj`, `Bhavna` | The person's first name. Empty where the form or scan gave none. |
| `LastName` | text | 0.0% | `Chakraborty`, `Garg`, `Dubey` | The person's last name. |
| `Company` | text | 0.0% | `Wentworthville Indian Groceries Wholesale`, `Mandi Bakehouse`, `Lotus Brew Bar` | The business named on the lead: the account's trade name where the lead belongs to a known account; on leads that are not businesses, filler such as Self, NA, - or the person's own name. |
| `Email` | text | 14.3% | `devchakraborty@inbox.example`, `anujgarg@inmail.example`, `rkumar@mail.example` | The email address given. Empty where none was given. |
| `Phone` | text | 17.8% | `+61 8 5550 3534`, `+91 94XXXXX022`, `+91 92XXXXX734` | The phone number given. Indian numbers have their middle digits masked. Empty where none was given. |
| `Status` | text | 0.0% | `Unqualified`, `Contacted`, `Qualified` | Open (never contacted), Contacted, Qualified (converted) or Unqualified. |
| `LeadSource` | text | 0.9% | `External Referral`, `website`, `cold call` | Where the lead came from: the picklist (Web, Trade Show, Marketplace, Outbound, External Referral, Partner, Word of mouth) or, on leads created before 13 January 2025, the earlier CRM's free text (website, web form, trade fair, TS Delhi, ref, cold call). |
| `utm_source__c` | text | 75.8% | `shutterbloom`, `newsletter`, `(direct)` | The utm_source of the visit that sent the web form, on most web-form leads; "(direct)" when the visit had none. Empty for other leads. |
| `Rating` | text | 48.4% | `Cold`, `Warm`, `Hot` | Hot, Warm or Cold, as the rep rated it; converted leads are Warm. Empty for about half. |
| `OwnerId` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XHwAAM`, `0055g0000000XI4AAM`, `0055g0000000XHrAAM` | The rep or queue member the lead is assigned to. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2023-10-03 11:39:34 to 2026-09-30 14:46:37 | When the lead was created: for web, marketplace and trade-fair leads on the local clock of the lead's market, for leads a rep keyed in on the rep's office clock. A trade fair's scans arrive as one batch some days after the fair. |
| `ConvertedDate` | timestamp, local wall clock, no zone | 88.0% | 2023-10-12 00:00:00 to 2026-09-30 00:00:00 | The day the lead was converted. Empty for leads not converted. |
| `IsConverted` | boolean | 0.0% | False to True | True when the lead was converted to an account, a contact and usually an opportunity. |
| `ConvertedAccountId` | text | 88.0% | `0015g0000000d0rAAA`, `0015g0000000d17AAA`, `0015g0000000d1FAAQ` | The account the conversion created or matched. Empty for leads not converted. |
| `ConvertedContactId` | text | 88.0% | `0035g00000003j4AAA`, `0035g00000003iTAAQ`, `0035g00000003t3AAA` | The contact the conversion created or matched. Empty for leads not converted. |
| `ConvertedOpportunityId` | text, → `crm.opportunity.Id` | 96.2% | `0065g0000000M03AAE`, `0065g0000000M0cAAE`, `0065g0000000M0HAAU` | The opportunity the conversion opened, filled only where the conversion created an account that has not bought (a prospect); empty for other conversions. |
| `IsDeleted` | boolean | 0.0% | False to False | Salesforce's deleted flag; always false in this export. |

## opportunity

One row per opportunity: a deal with an account, as it stands at the export. Deals are first orders from new accounts (New Business) and, with existing buyers, hotel supply agreements, festive gifting orders, seasonal stocking, new range listings and export pepper contracts (Existing Business). Ordinary reorders are orders, not opportunities. Open deals and those closed in the two years before 13 January 2025 came over from the earlier CRM.

1,295 rows; key `Id`.

| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0065g0000000Lx5AAE`, `0065g0000000Lx6AAE`, `0065g0000000Lx7AAE` | The opportunity's Salesforce Id (prefix 006). |
| `AccountId` | text | 0.0% | `0015g0000000czDAAQ`, `0015g0000000cyLAAQ`, `0015g0000000cwCAAQ` | The account the deal is with (its earliest record). |
| `Name` | text | 0.0% | `Merlion Bay Foodstuff Trading - 2023 pepper contract`, `Lotus Resorts - FY23 supply agreement`, `Konkan Coast Hotels - FY23 supply agreement` | The deal's name as the rep wrote it, usually "<account> - <purpose>" (opening order, FY26 supply agreement, Diwali 2025, 2025 pepper contract), sometimes free text. |
| `Type` | text | 0.0% | `Existing Business`, `New Business` | New Business for a new account's first deal, Existing Business for a deal with a buyer. |
| `StageName` | text | 0.0% | `Closed Lost`, `Closed Won`, `Proposal/Price Quote` | The current stage, from Salesforce's standard sales stages; Closed Won and Closed Lost are final. |
| `Amount` | number, 2 places | 10.1% | 74.14 to 19600000.0 | What the deal is worth, in CurrencyIsoCode, before tax: the opening order, the agreement's year, the season's order or the contract. Once a quote is accepted, that quote's total. Empty where the rep entered none. |
| `CurrencyIsoCode` | text | 0.0% | `USD`, `INR`, `EUR` | The deal's currency: INR in India, EUR in Europe, USD in the US and for export. |
| `Probability` | integer | 0.0% | 0 to 100 | The chance of winning, in percent: the stage's default unless the rep typed another. |
| `CloseDate` | timestamp, local wall clock, no zone | 0.0% | 2023-02-02 00:00:00 to 2026-10-31 00:00:00 | For an open deal, the day the rep expects it to close; for a closed deal, the day it closed. |
| `ForecastCategory` | text | 0.0% | `Omitted`, `Closed`, `Best Case` | The forecast category of the stage: Pipeline, Best Case, Commit, Closed or Omitted (lost). |
| `LossReason__c` | text | 76.6% | `Price`, `Other`, `Existing supplier` | Why a lost deal was lost (Price, Existing supplier, No response and so on). Empty on deals not lost and on lost deals where the rep gave no reason. |
| `OwnerId` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XHsAAM`, `0055g0000000XHuAAM`, `0055g0000000XHvAAM` | The CRM user who owns the deal. A deal left open when its owner left may stay on the inactive user. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2023-01-13 12:35:10 to 2026-09-29 20:28:12 | When the deal was created, on its creator's office clock (or the account's own clock for a deal made with a new account). Deals from the earlier CRM keep their original creation time. |
| `IsClosed` | boolean | 0.0% | False to True | True when the stage is Closed Won or Closed Lost. |
| `IsWon` | boolean | 0.0% | False to True | True when the stage is Closed Won. |
| `PushCount` | integer | 0.0% | 0 to 3 | How many times the close date was moved into a later month. |
| `IsDeleted` | boolean | 0.0% | False to False | Salesforce's deleted flag; always false in this export. |

## opportunity_history
One row per saved change to an opportunity's stage, amount, close date or probability, with the values after the change, as Salesforce's OpportunityHistory keeps them. Starts on 13 January 2025: an open deal from the earlier CRM has one row at its load, and deals closed before then have none.
3,510 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0085g00000008IJAAY`, `0085g00000008IKAAY`, `0085g00000008ILAAY` | The history record's Salesforce Id (prefix 008). |
| `OpportunityId` | text, → `crm.opportunity.Id` | 0.0% | `0065g0000000M2EAAU`, `0065g0000000M4vAAE`, `0065g0000000M57AAE` | The opportunity that changed. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2025-01-13 10:03:11 to 2026-09-30 17:55:33 | When the change was saved, on the clock of whoever saved it. |
| `CreatedById` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XICAA2`, `0055g0000000XHrAAM`, `0055g0000000XHzAAM` | Who saved it: usually the deal's owner, sometimes a manager at a pipeline review, or the integration user when an accepted quote's total synced to the amount. |
| `StageName` | text | 0.0% | `Proposal/Price Quote`, `Needs Analysis`, `Negotiation/Review` | The stage after the change. |
| `Amount` | number, 2 places | 10.9% | 55.0 to 25331900.0 | The amount after the change, in the opportunity's currency. Empty while none was entered. |
| `CloseDate` | timestamp, local wall clock, no zone | 0.0% | 2025-01-13 00:00:00 to 2026-12-31 00:00:00 | The expected close date after the change. |
| `Probability` | integer | 0.0% | 0 to 100 | The probability after the change, in percent. |
| `ForecastCategory` | text | 0.0% | `Best Case`, `Pipeline`, `Commit` | The forecast category of the stage after the change. |

## quote

One row per quote on an opportunity. Each revision is a new quote on the same opportunity (v1, v2 and so on); older versions are rarely tidied. Quotes are priced from the list price in force on the quote's day, net of the tax the list price includes, at the buyer's discount; export quotes price bulk spice per kilo in USD.

869 rows; key `Id`.

| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0Q05g0000000EhLCAU`, `0Q05g0000000EhMCAU`, `0Q05g0000000EhNCAU` | The quote's Salesforce Id (prefix 0Q0). |
| `OpportunityId` | text, → `crm.opportunity.Id` | 0.0% | `0065g0000000M5eAAE`, `0065g0000000M5CAAU`, `0065g0000000M5QAAU` | The opportunity the quote is for. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2025-01-13 09:40:52 to 2026-09-30 12:57:08 | When the quote was created, on its creator's office clock. |
| `CreatedById` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XI4AAM`, `0055g0000000XI5AAM`, `0055g0000000XI0AAM` | The rep who made the quote. |
| `Name` | text | 0.0% | `Quote 1`, `Sunbeam Promotions - v1`, `Coromandel Cafe - v1` | The quote's name, usually "<account> - v<n>" or "Quote <n>". |
| `Status` | text | 0.0% | `Denied`, `Draft`, `Accepted` | Draft, Needs Review or In Review (a discount above the rep's limit, awaiting approval), Presented, Accepted, Denied (by the buyer) or Rejected (by the approver). |
| `ExpirationDate` | timestamp, local wall clock, no zone | 0.0% | 2025-01-16 00:00:00 to 2026-10-30 00:00:00 | The last day the prices hold. Some accepted quotes were accepted after this day. |
| `Subtotal` | number, 2 places | 0.0% | 383.7 to 31924085.8 | The lines at list price before discounts, before tax, in the quote's currency. |
| `Discount` | number, 2 places | 0.0% | -0.0 to 50.09 | The overall discount off Subtotal, in percent. |
| `TotalPrice` | number, 2 places | 0.0% | 267.66 to 19221010.67 | The lines after discounts, before tax. |
| `Tax` | number, 2 places | 0.0% | -0.0 to 961050.55 | Tax on the quote: Indian GST, and Dutch VAT for buyers in the Netherlands; zero for other European buyers, US buyers and export. |
| `GrandTotal` | number, 2 places | 0.0% | 267.66 to 20182061.22 | TotalPrice plus Tax. |
| `CurrencyIsoCode` | text | 0.0% | `INR`, `USD`, `EUR` | The quote's currency: INR in India, EUR in Europe, USD in the US and for export. |

## quote_line
One row per product line on a quote.
6,322 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0QL5g0000000pT0GAI`, `0QL5g0000000pT1GAI`, `0QL5g0000000pT2GAI` | The quote line's Salesforce Id (prefix 0QL). |
| `QuoteId` | text, → `crm.quote.Id` | 0.0% | `0Q05g0000000EhLCAU`, `0Q05g0000000EhMCAU`, `0Q05g0000000EhNCAU` | The quote the line is on. |
| `sku_id` | integer, → `core.sku.sku_id` | 1.6% | 1 to 896 | The catalogue SKU quoted. Empty on export lines, which quote bulk spice by grade rather than a catalogue SKU. |
| `SkuCode` | text | 0.0% | `SKU-TMSL-10010`, `SKU-SSMP-10004`, `SKU-BPOR-10008` | The SKU's code, or for an export line the bulk grade's code. |
| `Quantity` | integer | 0.0% | 1 to 15000 | Units quoted: whole cases of the SKU, or kilograms on an export line. |
| `ListPrice` | number, 2 places | 0.0% | 2.75 to 9909.82 | The list price per unit in force on the quote's day, net of any tax the list price includes, in the quote's currency; on export lines, the day's price per kilo FOB Kochi. |
| `UnitPrice` | number, 2 places | 0.0% | 1.69 to 7128.13 | The price per unit after the line's discount. |
| `Discount` | number, 2 places | 0.0% | -0.0 to 51.99 | The line's discount off ListPrice, in percent. |
| `TotalPrice` | number, 2 places | 0.0% | 14.64 to 2398371.12 | UnitPrice times Quantity, before tax. |
## territory
One row per sales territory, set up when the company moved to this CRM on 13 January 2025 (US Central and West on 1 October 2025). The earlier CRM had no territory records.
10 rows; key `Id`.
| Column | Type | Empty | Range or values | Meaning |
|---|---|---:|---|---|
| `Id` | text, key | 0.0% | `0MI5g00000008ZxGAI`, `0MI5g00000008ZyGAI`, `0MI5g00000008ZzGAI` | The territory's Salesforce Id (prefix 0MI). |
| `Name` | text | 0.0% | `Kerala`, `South India`, `West India` | The territory's name, such as Kerala, South India or Benelux. |
| `Region__c` | text | 0.0% | `IN-KL`, `IN-SOUTH`, `IN-WEST` | The territory's code: IN-KL, IN-SOUTH, IN-WEST, IN-NORTH-EAST, IN-KEY (named Indian key accounts wherever they are), EXPORT, EU-BENELUX, EU-CONTINENT, US-EAST, US-WEST. |
| `OwnerId` | text, → `crm.crm_user.Id` | 0.0% | `0055g0000000XI2AAM`, `0055g0000000XITAA2`, `0055g0000000XI0AAM` | The CRM user who runs the territory at the export. |
| `CreatedDate` | timestamp, local wall clock, no zone | 0.0% | 2025-01-13 09:36:50 to 2025-10-01 13:28:18 | When the territory was set up, on the Kochi office clock. |