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• And more!
Check out this thread to learn more!
Sales Rep Forecasts | Transactions & Filtration | Export
Greetings NetSuite Community! I would like to understand Back End of "Sales Rep Forecasts". Basically we've these 3 Tabs:
So, what Transaction Types makes up to Quotes, Unbilled Orders and Actuals?
As in, Invoice & Credit Memo fall under Actuals, similarly Sales Order and Return Authorization fall under Unbilled Orders, but I would like to get a full list of Transaction Types and Status that fall under these 3 Tabs.
Lastly, is there anyway via Saved Search or anything in which I can see all these information: "Quotes, Unbilled Orders and Actuals" along with their Quota by each and every Sales Rep? I would like to export this information.
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