Tracking Categories

Tracking Categories are used to monitor cost centres and to perform profitability analysis for objects that sit outside the standard chart of accounts.

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Tracking Categories can have other names in other applications

What Calqulate App calls Tracking Categories are referred to as Dimensions in Netvisor and Procountor, and Class Tracking in Quickbooks.

Data Model

Field

Type

Description

Example data

id

string

Unique identifier for each category.

38727

metaId

string

Another identifier for this tracking category or the id of this category in its origin data source (when it comes from an integration).

tc_Lo923C4

parentId

string

If multiple records represent the same tracking category (coming from different data sources, for example), you can choose one category to represent all of them and call it a parent; then assign this Id as parentId to the other categories.

3451

parentMetaId

string

Another identifier for the parent tracking category or the id in its origin data source (when it comes from an integration).

cat_23KLo3

name

string

Category name.

Marketing

status

string

Category status. (Options: active, other statuses TBA).

active

code

string

Code that identifies or is attached to this tracking category.

Ko9_13

description

string

Tracking category description. Use this field to optionally store a long form explanation of the category for your own rendering purposes.

Marketing

value

number

Tracking category value.

500

cac

boolean

Indicates whether this tracking category is included in the Customer Acquisition Cost (CAC) metrics

false (not included)
true (included)

dataSourceId

string

Id of the data source (Manual Calqulate, or integrations).

4779

orgId

string

Organization Id in which this category belongs.

718987154

createdAt

string

Date of creation of this entry in Calqulate's Database.

2022-02-02T14:13:53.644Z

updatedAt

string

Date of last update done on this entry in Calqulate's Database.

2022-02-02T14:13:53.644Z

deletedAt

string

Date of deletion of this entry from Calqulate's Database.

2022-02-02T14:13:53.644Z


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