Check out Oracle NetSuite upcoming events and conferences here
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.
Don't miss out on our Weekly Quiz! You only have until May 30, 2PM EST to comment your answers and earn rewards! Click here for more details.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Community Poll: What sort of content would you like to see more of?

Highlight Top Opportunity per Sales Rep Search

edited Nov 2, 2023 2:45PM in Ask A Guru 4 comments

I am creating an opportunity saved search to show the 30/60/90 day totals per sales rep. The summarized columns are as follows: Sales Rep (Grouped), 30 Day Projected Total (Formula, SUM), 30 Day Weighted Total (Formula, SUM), 60 Day Projected Total (Formula, SUM), 60 Day Weighted Total (Formula, SUM), 90 Day Projected Total (Formula, SUM), 90 Day Weighted Total (Formula, SUM).

When clicking the sales rep name to view the details, it has been requested that the top 5 opportunities for each sales rep be highlighted. This would be based on the Projected Total of the opportunity record. I don't believe there is a way to achieve this but wanted to see if anyone could confirm or provide an alternate way of creating this search/report.

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


Community Whiz

Quarter 2 ((Apr-Jun 2024) )

This Week's Leaders

This Month's Leaders

All Time Leaders