Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Sales Activity Goals and Tracking
Anyone have a straightforward way to plugin a Quota that is really amount of sales Activity? I am hoping to avoid building custom formula but I am guessing that is what I will need to do.
Example:
Goal: 1000 calls a month
On August 15th (halfway through the month)
MTD Sales Rep Activity Tracking
Goal Actual %
500 480 96%
Thank you.
Aaron Thompson
Tagged:
0