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Our service partner for bank feeds integration in U.S. and Canada will undergo two (2) hours of planned maintenance on November 3 - 4, 2024.

Please be advised that our authorized Account Integration Service Provider for the NetSuite Bank Feeds SuiteApp will undergo approximately two hours planned outage. Standard maintenance will take place to perform a database upgrade.

The schedule of the planned outage is on Sunday, 3 November 2024, from 10:30 p.m. Pacific Time to 12:30 a.m. Pacific Time, Monday, 4 November 2024.

During the maintenance window, all connections and import requests to your financial institutions in the United States and Canada through the Bank Feeds SuiteApp will be unavailable. If you try to connect a new U.S. or Canada financial institution to NetSuite or manually initiate an import request, you will receive an error message.

To view the most recent bank feeds maintenance schedule, see Bank Feeds SuiteApp Maintenance Schedule, SuiteAnswers ID 94347.

Sales Quota in NetSuite for a team

edited Jun 22, 2020 5:02PM in Ask A Guru 1 comment

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.

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