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Sales Rep Quotas - How to Bulk Create or Update?
We have 200 sales rep quotas to load/update each year. Is there a way to do this in bulk? I looked for the import method, and only found an enhancement ticket. Has anyone done this successfully with a script or some other tool?
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Quotas by sales rep and customer
Hi, I am trying to get the output on a report of actual sales by rep and customer vs Quota by rep and customer (by period). I understand there is a limitation where quotas cannot be set by customer, so I was wondering what is the best way to achieve this. I tried setting up a new record type in the employee where I can add…
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Quota vs Opportunity Closed Won- By Sales Rep
We want to get a report that can show the performance of each sales rep. We must compare the total quota versus the total opportunity closed won for a year/quarter. I couldn't find any standard report to compare the actual closed won opportunities with Quotas. We cannot use the quota vs. forecast report as we have closed…
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Quota vs Opportunity Closed Won- By Sales Rep
We want to get a report that can show the performance of each sales rep. We must compare the total quota versus the total opportunity closed won for a year/quarter. I couldn't find any standard report to compare the actual closed won opportunities with Quotas. We cannot use the quota vs. forecast report as we have closed…
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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…
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Are quotas calculated by calendar or fiscal month?
Hello, We recently had to changed our fiscal dates. It is not clear to me whether or not a quota applies to a calendar month or an accounting period. Does anyone know if the monthly quotas are calculated by calendar or fiscal month? Thanks!