This topic contains 1 reply, has 0 voices, and was last updated by michoel 8 years, 3 months ago.

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  • #5190

    nameunknown01

    Hi everyone,

    Im trying to calculate the average monthly sales for the last 12 months for a customer / customers when generated by Netsuite.

    Below is my criteria

    Date – is within 365 days ago

    Billing Status : is closed

    Main Line : is true

    Type : is Invoice

    Results

    Amount (Net of Tax) (summary type = average)

    It appears to perform a calculation

    I’m leveraging this via a suitelet, which injects the customers Internal ID which is doing its thing correctly. – My question is, is this the correct structure to calculate the average monthly sales for a customer

    Any help greatly appreciated as this is an area that is completely foreign to me

    thanks in advance
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  • #5191

    michoel

    No, this won’t work – it’s not going to give you a monthly average, just the average value of invoices for the given customer.

    To get monthly averages try something like:

    Code:
    Field – Formula (Currency)
    Summary Type – SUM
    Formula – {amount} / 12
    Also keep in mind when going with this approach –

    1) This won’t take Cash Sales or Credits into account

    2) The results will only be correct for customers that have been with you for at least 12 months.

    To test your search I would suggest choosing a (few) smaller customer(s) and manually calculating your expected results to make sure they match.

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