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!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Sales Quota in NetSuite for a team
Hi all, can you setup a Sales Quota in NetSuite for a team, where all members need to achieve ONE Quota, and each member will see how all team members’ transactions add up to that Quota?
So Sales Rep A, B and C , and Sales Manager X , all together they need to hit 1M Quota.
And we want that Sales Rep A (or B or C) will have a Quota KPI meter in their dashboard where Quota is 1M and Actual Sales is the SUM of Sales Rep A,B,C and Manger X.
I don't think this will work with native Team Quota feature, because I understand this only helps track Managers quotas by including all subordinates sales. It doesn't help track Subordinates quotas.
Tagged:
0