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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Sales quota by department and class
Hi,
I'm trying to create a sales quota on a sales rep with both department and class specified, why can I not do it? As soon as I choose class the department-field is cleared.
The setup I'm trying to achieve is the following:
We have our sales organization divided into departments. B2B, B2C, etc.
Each department sells all of our products therefore each department has a specific sales quota on each class.
To even accommodate a sales quota for the department, we have added a employee called "sum". We then create a quota with that sales rep and a department. We can then create reports to compare the forecast and quota for the departments. Now we also need a sales quota for department and class combined. And corresponding reports.
0