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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Is there a dataset in the Analytics workbook that includes key fields from Quotes
We are having trouble finding the key data from quotes to use in our analytics workbook.
We are using CRM and our sales teams have tons of sales pipeline data in the system. We are struggling trying to find a dataset that includes the pipeline data. Looking for item qty by month from quotes. looking for pipeline forecasted sales amount by sales rep by month.
We are pulling the data we need via webqueries into excel but would like to see if we can replace our excel dashboards with a netsuite analytics workbook.
hoping someone can help us find the dataset that includes key data fields from quotes.
Tagged:
0