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Revenue Forecast Report Creation
Hello Gurus, Could you please guide how to create revenue forecast report . Please suggest.
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Top 20 Customers based on Revenue year by year
Hi Team, Our sales rep wants to see the top 25 customers in 2023 and 2024. So, we would like to create a report that shows the top 25 customers based on revenue year by year. We want to add the columns - customer name, sales rep, and revenue amount. Is there any solution to get it done quickly? Thank You
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Saved Search showing Recognised Revenue and left to be recognise against On Hold Revenue Plan
Hi Is it possible to pull a list of revenue arrangements where source is Subscription - to show recognised revenue and left to be recognise against where the plan is on hold? Regards,
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Unplanned deferred revenue
Hi Guru, We have a large amount of unplanned deferred revenue, coming from invoices and sales order which were copied, but therefor did not get a seperate revenue arrangement. So these documents remain stuck on the deferred revenue under "unplanned deferred revenue". How can we solve these? Thanks! Sven
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Allocate kit child revenue based on discounted sales amount field
I recently switched my software rev rec from non-inventory for sale items to kit/package items. Each child item from the kit should be split 50/50 for revenue purposes on the revenue arrangement - one point-in-time element and one ratable element. I noticed that when a revenue arrangement contains more than one kit item,…
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"Revenue By Item" report week by week
Hi Team, There is a standard report available in NetSuite called "Revenue By Item" Is it possible to view this report week by week? Please advise me on how to customize this report to view the amounts week by week.
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NSC | How to customize Billing and Revenue Summary to show Source Type filter?
Billing and Revenue summary displays Revenue amounts, their Source Documents, Source Types etc. This includes deferral data for sales transactions and project. In some cases, users might want to filter the report to a specific transaction type, here's how to achieve this: 1.) Navigate to Reports > Financial > Billing and…
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How do I adjust the Total Amount to Recognize on a % complete rule after there is a bill?
Hello! We have a project that has 7 milestones and a percent complete rule that includes these milestones. Our customer notified us that they wanted to make some changes which in turn reduced some of the milestones. This brings the Total Amount to Recognize down to $118k from $238k. The project already has some revenue…
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Revenue by Customer Saved Search
Hi all, I'm looking to replicate the Revenue by Customer report (Reports>Revenue>Revenue by Customer) as a saved search but I'm struggling with the criteria and results. Thanks so much - help greatly appreciated. Daniel
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not allow change in months whose revenue has already been recognized
Hi All. Here we have a big problem! We created revenue contracts, for example with a total value of 240k, divided by 12 months. We recognize, for example, January revenue at 20K (1/12). However, in February the customer needs a downgrade, and the contract value is now 180K. When we launch this, Netsuite automatically puts…