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.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Sales Forecasting - missing config?
Attempting to set up Advanced Forecasting in SFA.
No Opportunity or Quote values ever make it to the "Actuals" tab on the Sales Person's "Forecast" View.
I have searched extensively on this and it would appear that under Set Up > Sales Force Automation > Set Up SFA, the "Forecasts" tab there should be a config item called "Actuals Based On" (or possibly "Forecast Consumption") which determines whether the value of an opportunity becomes an "Actual" when the sales order is created or when the sales order is invoiced.
Screenshots below:
"Actuals" tab. There are a number of sales orders and invoices which should appear here.
Tagged:
0