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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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Recap of My Salespersons Activity
How do I get a roll-up of each salesperson's activities -- made available to the CEO or to the Sales VP?
I want to see:
1. Their total sales as of today
2. Their pipeline
2a. The scoring on that
3. New leads today (count)
4. New leads this week (count)
5. New leads this month (count)
6. New leads this quarter
7. Trends graphs on this activity
8. Tasks accomplished (by type: calls, emails, meetings, notes)
9. New tasks entered (by type)
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I want to measure the salesperson's activity against closed sales. The challenge is that I don't think I have a roll-up anywhere on any single salesperson's activities.
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