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Custom Field on Quota
Greetings Community, I am trying to understand if there is any possibility to add any Custom Field or Standard Field on Quota Record other than what's already in here: From the online documentation NetSuite Applications Suite - Establishing a Quota, I can see something but this doesn't make full sense to me: Thank you for…
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Forecast vs. Quota > Quota Shows Zero when Start Date is not beginning of the month
This discussion was created from comments split from: Forecast vs. Quota Report | Quota Calculation .
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Forecast vs. Quota Report | Quota Calculation
Greetings NetSuite Community, I'm trying to understand the behavior of Forecast vs. Quota Report (located in Reports > Forecast > Forecast vs. Quota) this is prebuilt by NetSuite. So, let's take an example of a Sales Rep "HANNAH" whose Annual Quota for 2024 is 6,888,879.00: Now under the NetSuite Report if I Filter for…
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How to create KPI for Sales Rep Quota vs Closed Won Opportunities?
We have set up quotas for the Sales rep. In the Sales rep dashboard, they need to see the comparison of quotas and opportunities closed won. A KPI meter/saved search will do. In the dashboard, the sales rep should see only their details. Basically, the sales rep needs to see whether their target is reached, and the…
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Sales Rep Quota Vs Actual Report - Success! - But, Can't be viewed by Rep or Supervisor?
I have successfully created a Sales Rep Quota vs Actual Report in NetSuite. When I released to users, neither the sales reps nor their supervisors could see the report. The report access is set for all Roles, all Employees and both roles (sales rep and supervisor) have both permissions establish Quota and reports/quotas…
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Quota CSV Import
Welcome to the new year. Does anyone have, or has anyone heard of a Quota CSV import or are we to enter every sales rep broken down by Department/Class/Location individually? I have researched this and can't find any conclusive data. I have looked in NS/Import and there doesn't appear to be an import assistant, however I…
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Cannot filter unassigned sales reps in quota report
I customized a quota report to show the quota vs. actual of the sales reps. Everything seems to work, except filtering the unassigned sales rep. The objective is to only show sales reps with quotas defined in this report. Please help.
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Quota report when Saved Search Selected
I have the Commissions bundle enabled. I created a quota with a "Commissionable Item search" selected in the Saved Search field. However, I have not been able to see that Quota in any of the Quota reports. Forecast vs. Quota shows quotas when no filters are selected only. Forecast vs. Quota by Department, by Class or by…