[Roger Swiger]

How do I add fields such as “customer” and “class” to the Quota’s and Forecasts reports and/or screens?
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[moonparas]

Hi Roger,

Can you be more specific on the report or page that you are pertaining to? Is this a Standard NetSuite Report? Please include navigational path in NetSuite (eg. Transactions > Quota/Forecast > Establish Quota).

[Roger Swiger]

Apologies for delay in reply–been out a bit–I do appreciate the reply from you.

We are trying to figure out a way to have an “entry” page to bring in or enter quota’s and/or forecasts details and then be able to drill down (in a report) by “cust by rep by month” and “sales by cust by rep by month”, etc…

I am sure it is just something I am not thinking of at this point.

Thanks in advance,

Roger

[moonparas]

Hello Roger,

Currently, there is no way to enter a Quota by Customer. On the Quota page (Transactions > Quota/Forecast > Establish Quotas), you can only specify a Quota per Department, Location or Class. No field for Customer. This is still an Enhancement (#174563).

As for the reports that would show sales by cust by rep by month, you may want to customize the Standard Sales Reports (Reports > Sales > Sales By Customer or Sales By Sales Rep) to see if the fields are available. I hope this helps.

[Roger Swiger]

Awesome–Thanks for the information on both areas! Where is the voting (or what are the chances of this enhancement happening soon) on this? Do you know?

[rnedelkow]

From the Support tab, use the SuiteIdeas portlet to search through all existing NetSuite enhancement requests and vote for the ones of your choice. You can also enter your own ideas. See SuiteAnswers Answer Id: 10054 for details.

[Roger Swiger]

Thank you…voting now complete…lol

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