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Quotas and Forecasts in NetSuite

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Quotas and Forecasts in NetSuite

8 408 просмотров · 4 года назад
SuiteRep
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8 408 просмотров · 4 года назад
How do quotas in NetSuite work? And how do forecasts in NetSuite work? What is the difference between a quota and a forecast in NetSuite, and how do they work together to improve the work of a sales department? If you have these questions, this video should answer them! This video provides a crash course on how to . . . Assign quotas Set quotas Set forecast preferences Edit and override forecasts . . . and more! Chapters: 00:00 Quotas in NetSuite 00:27 Assign a quota to a sales rep or team in NetSuite 00:48 Assign a quota to a subsidiary in NetSuite 01:05 Set the terms of the quota in NetSuite 02:13 Forecasts in NetSuite 02:28 Set forecast preferences in NetSuite 03:34 Calculating forecasts in NetSuite 04:21 Forecast Reports in NetSuite 04:48 Using the Forecast Editor in NetSuite If this video is helpful, please like the video and subscribe to our channel so that we know you're interested in seeing more NetSuite content just like this! Read the blog on this topic here: https://suiterep.com/2022/02/15/quota... Check out SuiteRep on our other platforms: Website: https://suiterep.com Blog: https://suiterep.com/blog LinkedIn:   / 16200058   If your business is starting to feel growing pains, NetSuite ERP may be just what you need. Feel free to reach out to us at SuiteRep if you would like to chat about how NetSuite can help you scale your business.