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Sales Rep Quotas and Transactions

edited Jun 2, 2025 2:21PM in SuiteAnalytics Workbook 12 comments

Hi Michal:

Is there a creative way to join Sales Rep Quotas to Transactions via a Workbook? I've tried from both directions (ie start with Quota and/or Transaction) to no avail.

This is not an option from a Saved Search and I was hoping SuiteAnalytics might provide the solution. Our use case is based on a need to compare Sales Rep Quota's against a custom Transaction Body field and not native NetSuite "Actual" numbers (which on Quota / Forecast reports represents closed cash sale and invoice totals). Any thoughts short of having to use a custom record to store Quota values? There is an enhancement in SuiteIdeas  #389025 as well as a thread here in the User Group (

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