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.
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 the 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 |
| metaParentId | string | Another identifier for the parent tracking category or the id in the 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 |
Updated over 1 year ago