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Read on for the latest updates including:
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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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Quota vs Forecast (Opportunity transaction fields)
Hello.
Has anyone figured out how to link Opportunity (transactions) to Quota and report on the comparison?
We would like to view a Sales Rep's Quota or Team Quota versus Projected Total from Opportunity but NetSuite limits the ability to add Opportunity fields to the Forecast vs Quota report or any of the Forecast vs Quota reports (Class, Department, etc.) . There is also no way to link Quota to Opportunity in Saved Search. I also tried using a workflow (set field value) to bring the value from Quotas to Opportunity based on the Sales Rep but no luck.
Would appreciate any pointers or leads.
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