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.
Please note that on Saturday, April 18, 2026, at 8:00 PM Pacific Time, our Case Management System will undergo a scheduled maintenance for approximately 15 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
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.
0