56 Ways to Run a sales report in NetSuite

 

While Netsuite is not the first choice of sales teams and sales leaders generally when it comes to doing sales, it is a pretty powerful tool that can help sales teams in managing their sales pipeline and sales activity.

But since it is a mammoth platform you need to really be an expert and have a deep understanding of it to fully leverage it.

In this article we will explore all the ways to build sales reports in Netsuite, some out of the box, and some very new and innovative ways. 

NetSuite’s Sales Reporting Capabilities:

Data Sources for Sales Reports: 

Before we get into the reporting of sales data it is important to understand where sales data comes from in Netsuite.

In NetSuite, the data for sales reports typically originates from various transactional records and related entities within the system. Here are the primary sources:

Sales Orders: 

These are key documents in NetSuite that record the details of a sale before it is fulfilled. Sales orders include information like customer details, items ordered, prices, and terms.

Invoices: 

Once a sale is fulfilled, an invoice is generated. Invoices provide data on actual sales, including quantities, billing amounts, and payment terms. They are crucial for revenue recognition and accounts receivable reporting.

Customer Records: 

These contain details about the customers, including contact information, sales history, and customer type. This information is vital for segmenting sales data and understanding customer behavior.

Item Records: 

These records provide details about the products or services sold, including pricing, cost, inventory levels, and categorization. This information is essential for analyzing product performance and profitability.

Payments and Cash Sales: 

Records of payments received and cash sales provide data on the cash flow and actual revenue collected.

Returns and Credits: 

These transactions show the returned goods or services and the credits issued to customers, important for understanding net sales and customer satisfaction.

Custom Fields and Records: 

NetSuite allows for the creation of custom fields and records, which businesses can use to track additional data points specific to their needs.

Integrated Systems: 

If NetSuite is integrated with other systems (like CRM, eCommerce platforms, or external databases), data from these sources can also feed into sales reports.

General Ledger: 

For financial reporting, data from the general ledger, which records all financial transactions, can be used to provide a comprehensive view of the financial impact of sales activities.

These data sources interconnect within NetSuite’s unified database, allowing for comprehensive and customizable sales reporting. 

By using standard reports, saved searches, or even more advanced tools like SuiteAnalytics, businesses can extract and analyze this data to gain insights into their sales performance, customer trends, product profitability, and overall financial health.

Different Sales Report Categories

Standard Reports:

These are pre-built reports provided by NetSuite, covering a wide range of business needs.

Users can run these reports as-is or customize them to some extent to fit specific requirements.

Examples include Profit & Loss, Balance Sheet, Sales by Item, and Customer Reports.

For this article we will stick to standard and third party reporting.

Saved Searches:

A powerful tool that allows users to create custom reports by querying the database.

It offers extensive filtering, grouping, and formula options, making it highly customizable.

Saved Searches can be used for detailed analysis, tracking specific KPIs, or generating unique lists and reports not covered by standard reports.

Financial Reports:

These reports focus on the financial aspects of the business, like income statements, balance sheets, and cash flow statements.

They are essential for understanding the financial health and performance of the company.

NetSuite allows customization and in-depth analysis of financial data, including period comparisons and segment-based reporting.

SuiteAnalytics:

A more advanced analytics tool within NetSuite that offers data visualization and dashboard capabilities.

Users can create complex reports, interactive dashboards, and visual analytics without needing extensive technical skills.

SuiteAnalytics is useful for gaining deeper insights from data through graphical representations like charts and graphs.

Dashboard Reports:

These are reports and key performance indicators (KPIs) displayed directly on the user’s NetSuite dashboard.

They provide a quick overview and real-time data, such as sales figures, order status, and financial KPIs.

Users can customize their dashboards to display the most relevant and critical information for their role.

Ad Hoc Reporting:

This refers to the creation of one-time, specific reports that aren’t necessarily repeated in the future.

Users can generate these reports to analyze specific issues or answer particular questions.

NetSuite’s flexibility allows users to pull together data from various sources on an as-needed basis.

Integration with Third-Party Tools:

NetSuite allows for integration with various external business intelligence (BI) and analytics tools like Tableau, Power BI, or custom applications.

This integration enables users to export data from NetSuite and use the robust analytic and visualization capabilities of these third-party tools.

Useful for businesses that require advanced analytics, custom visualizations, or have existing reporting infrastructure outside of NetSuite.

Role-Based Reporting:

NetSuite supports role-based access to reports, ensuring users see only the data and reports relevant to their role and permissions.

This is crucial for maintaining data security and ensuring efficient workflow.

Different users, like sales managers, financial analysts, or executives, can have dashboards and reports specifically tailored to their needs, showing KPIs, metrics, and data pertinent to their functions.

Advanced Techniques:

Includes the use of NetSuite’s scripting and programming capabilities, such as SuiteScript, to create highly customized reports and analytics.

This method is particularly useful for addressing complex business requirements that are not met by standard NetSuite functionality.

Advanced techniques can involve automating report generation, integrating with external databases, or creating entirely new functionalities within the NetSuite environment.

Visual NetSuite Reporting Tool

Netsuite Visual sales reporting tool

While all the other methods that we are going to discuss and the ones that are readily available with Netsuite are good – there is one problem with each of them.

They are big text based reports.

There is a much better way for reporting and that is visual reporting using QSmap.

Here is what it looks like:

An example of visual reporting with QSMAP

QSmap allows you to view your Netsuite database records on a google maps interface. This is incredibly efficient for sales reporting because sales managers can effectively:

  • Mark and analyze sales territories visually
  • Assign and monitor rep performance by territory
  • View saved searches and standard reports on the map interface 

To learn more about QSmap and see how it works visit QSMAP DEMO

Out of the box “standard sales reports”

 

  • Alt. Sales Pipeline by Sales Rep Summary Report

The “Alternative Sales Pipeline by Sales Representative Summary” report displays both projected and calculated weighted Alternative Sales Amount (ASA) totals. These totals encompass all ongoing opportunities and quotations linked to each sales representative in the sales pipeline. Additionally, the report includes anticipated closure dates for these transactions within a specified timeframe.

In this context, the projected alternative sales total of a transaction refers to the ASA amount noted on the transaction record. On the other hand, the weighted alternative sales total is derived by multiplying the projected ASA total with the likelihood of the transaction closing.

For more information, see Estimates in the Forecast and Pipeline and Opportunities in the Forecast and Pipeline.

 

  • Alt. Sales Pipeline by Sales Rep Detail Report

The “Alternative Sales Pipeline by Sales Representative Detail” report provides a comprehensive view of all open opportunities and quotations managed by each sales representative. This report also includes the anticipated closing dates for these items, within a chosen date range. Additionally, it displays both the projected and calculated weighted Alternative Sales Amount (ASA) totals for each individual transaction, along with a cumulative total for each sales rep.

Specifically, the projected alternate sales total for a transaction is the ASA amount recorded on the transaction itself. The weighted alternate sales total, meanwhile, is calculated by multiplying this projected ASA total by the closing probability of the transaction.

For further details, refer to the sections “Estimates in the Forecast and Pipeline” and “Opportunities in the Forecast and Pipeline.”

To access the “Pipeline by Sales Rep Detail” report, navigate to: Reports > Pipeline Analysis > Alt. Sales Pipeline by Sales Rep Detail.

Upon initiating the report, a notification will appear indicating that your report is in the process of loading. The status bar at the bottom of the report page shows the progress of the report loading. If necessary, you can halt the report’s loading by clicking on “Cancel Report” located next to the status bar.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. 

Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Alt. Sales Total Pipeline by Sales Rep Detail Report

The “Alternative Sales Total Pipeline by Sales Representative Detail” report presents a detailed view of all the ongoing estimates and opportunities submitted by each sales rep. It showcases both the projected and calculated weighted alternative sales totals for each individual transaction, with these totals summed up for the customers managed by each rep. Notably, this report does not offer the option to select a specific date or period range.

This report includes only those estimates that are flagged for inclusion in forecasts. In terms of opportunities, it encompasses only those that have not been converted into estimates.

To access the “Alternative Sales Total Pipeline by Sales Rep Detail” report, follow these steps:

Navigate to Reports > Pipeline Analysis > Alt. Sales Total Pipeline by Sales Rep Detail.

When you initiate this report, a notification will display, indicating that the report is currently loading. The progress of the report’s loading can be tracked via a status bar located in the report’s footer. If you wish to stop the loading process, you can click on “Cancel Report” next to the status bar.

 

  • Alt. Sales Total Pipeline by Sales Rep Summary Report

The “Alternative Sales Total Pipeline by Sales Representative Summary” report details the projected and weighted alternate sales totals of all open estimates and opportunities. This report is organized by each sales representative, showcasing the estimates and opportunities they manage. An important feature of this report is that it does not allow the selection of a specific date or time period range.

Inclusions in this report are specific: only those estimates that are designated for inclusion in forecasts are shown. Similarly, it only displays opportunities that have yet to be transformed into estimates. This selective approach ensures the report focuses on the most current and potential sales activities.

To view the Alt. Sales Total Pipeline by Sales Rep Summary report:

Go to Reports > Pipeline Analysis > Alt. Sales Total Pipeline by Sales Rep Summary.

A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.

Drilling down to reports and transactions:

  • Click names of accounts or account categories on the left side of the report to collapse or expand subaccounts.
  • For most record types (Accounts, Customers, Items, etc.), you can click the name listed on the report to drill down to the record for that entry.

 

  • Customer Aging History

The “Customer Aging History” report provides insights into the average duration that leads, prospects, and customers remain in each customer status category. This report is structured to display this information for each sales representative within your sales hierarchy, offering a detailed view of the sales cycle’s length and efficiency.

To access the “Customer Aging History” report, follow these steps:

Navigate to Reports > Pipeline Analysis > Customer Aging History.

Upon initiating the report, you will see a notification indicating that the report is in the process of loading. The loading progress can be monitored through a status bar located in the report’s footer. If you need to abort the loading process, there is an option to click on “Cancel Report” adjacent to the status bar.

  • Cost by Customer Report

The “Cost by Customer Report” is a comprehensive document that outlines the costs associated with transactions for each customer, such as material expenses and shipping costs. This report itemizes these costs for easier analysis and includes the following data fields:

  • Customer: Identifies the customer associated with each transaction.
  • Transaction Name: The name or identifier of the transaction.
  • Transaction Date: The date when the transaction occurred.
  • Line Item Description: A description of each item within the transaction.
  • Line Item Quantity: The quantity of each item.
  • Line Item Amount Per Unit: The cost per unit of each item.
  • Line Item Cost: The total cost of each line item.

The report provides a summation of both quantity and cost for each customer and includes a cumulative total for all customers listed.

To access the “Cost by Customer” report, you can navigate through the “Customer Profitability Summary” or “Customer Profitability Detail” reports. Here’s how:

1- In either the “Customer Profitability Summary” or “Customer Profitability Detail” report, click on an amount in the “Total Cost” column.

For guidance on reaching these reports, refer to the instructions under “Customer Profitability Summary Report” and “Customer Profitability Detail Report.”

2- Clicking on a specific customer’s amount will show details for only that customer. Alternatively, selecting an overall total amount will display details encompassing all customers.

Furthermore, from within the “Cost by Customer Report,” you have the option to return to the broader view by clicking the “Back to Summary” link, which will bring up the “Customer Profitability Summary” report.

 

  • Customer by Sales Rep Detail Report

The “Customers by Sales Representative Detail” report categorizes leads, prospects, and customers based on the records that were created within a specific date or period range that you choose. This report organizes these entries by the sales representative they are assigned to, providing a detailed breakdown of each sales rep’s leads, prospects, and customers.

To access the “Customers by Sales Rep Detail” report, follow these instructions:

Navigate to Customers > Customer Reports > Customers by Sales Rep > Detail.

When you initiate the report, a notification will be displayed indicating that the report is currently loading. The progress of the report’s loading is shown via a status bar located in the report’s footer. If you wish to halt the loading process, you can click on “Cancel Report” which is situated next to the status bar. This feature allows you to stop the report from loading if needed.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Customer Profitability Detail Report

The “Customer Profitability Detail” report provides a detailed analysis of costs, revenues, and profit figures, all organized by customer. This report is instrumental in understanding the financial contribution of each customer to your business.

To view the “Customer Profitability Detail” report, here’s what you need to do:

Head to Reports > Customer/Receivables > Customer Profitability > Detail.

Upon launching the report, a notification will pop up, indicating that the report is in the process of being loaded. You can track the loading progress through the status bar situated in the footer of the report. If you need to interrupt this process, there’s an option to click “Cancel Report” next to the status bar.

Furthermore, within the “Customer Profitability Detail” report, you can delve deeper into specific financials. By clicking on any amount in the “Total Cost” column, you’ll be directed to the “Cost by Customer” report. This report goes into finer details of transaction costs at the line-item level. Clicking on an amount associated with a specific customer will show details for that customer only, whereas clicking on a total amount will display information for all customers.

 

  • Pipeline by Sales Rep Summary Report

The “Pipeline by Sales Representative Summary” report provides an overview of the projected and weighted totals for all open opportunities and estimates managed by each sales representative. This report includes details on expected closure dates for these opportunities and estimates, within a time frame that you specify.

Key elements of the report:

  • Projected Total: This represents the total amount listed on the transaction.
  • Weighted Total: Calculated as the product of the projected total and the likelihood of the transaction closing.

For additional details, you can refer to sections like “Estimates in the Forecast and Pipeline” and “Opportunities in the Forecast and Pipeline.”

To access the “Pipeline by Sales Rep Summary” report, follow these steps:

Navigate to Opportunities > Reports > Pipeline by Sales Rep.

When you initiate this report, a message will appear indicating that the report is in the process of loading. The progress of the report’s loading can be monitored through a status bar located in the report’s footer. If necessary, you have the option to stop the loading process by clicking on “Cancel Report” next to the status bar.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Customer Profitability Summary Report

 

The “Customer Profitability Summary” report offers a concise overview of your profits, presented in dollar amounts and organized by customer. This report is valuable for quickly assessing the financial contribution of each customer to your business.

Here’s how you can view the “Customer Profitability Summary” report:

Navigate to Reports > Recent Reports > Customer Profitability Summary.

Once you start the report, a notification will display, indicating that the report is loading. The loading progress is shown on a status bar in the footer of the report. Should you need to stop the report from loading, you can click on “Cancel Report” located next to the status bar.

Additional functionalities in the report include:

  • View Detail Link: Located in the header of the summary report, clicking on “View Detail” will take you to the “Customer Profitability Detail” report. This detailed report breaks down costs, revenues, and profit amounts by each customer.
  • Total Cost Column: Clicking on any amount in this column within the “Customer Profitability Summary” report will open the “Cost by Customer” report. This report provides a more granular view of transaction costs at the line-item level. Clicking on a specific customer’s amount brings up details for that customer alone, while selecting a total amount displays details for all customers.

 

  • Customers by Sales Rep Summary Report

The “Customers by Sales Representative Summary” report provides a tally of the leads, prospects, and customers assigned to each sales rep. It specifically focuses on the total count of these entities whose records were initiated within a time frame or date range that you define.

To access the “Customers by Sales Rep Summary” report, you should:

Navigate to Customers > Customer Reports > Customers by Sales Rep.

When you start this report, a message will appear to inform you that the report is in the process of loading. The progress of this loading can be tracked through a status bar located in the report’s footer. If you wish to discontinue the report’s loading at any point, you have the option to click “Cancel Report” which is situated next to the status bar. This feature allows you to stop the loading of the report if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. 

You can configure the Report by Period preference. 

Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Customers by Territory Detail Report

The “Customers by Territory Detail” report catalogs the customers associated with each sales territory. It encompasses key details such as the current status of each customer, the sales representative responsible for them, and the creation date of their customer record.

To access this report, follow these steps:

Head to Customers > Customer Reports > Customers by Territory > Detail.

Once you initiate the report, a notification will appear, indicating that the report is in the process of loading. You can monitor the progress of the report’s loading through a status bar located in its footer. If needed, you have the option to halt the loading process by clicking “Cancel Report” next to the status bar. This allows you to stop the report from loading if required.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Customers by Territory Summary Report

The “Customers by Territory Summary” report provides a count of customers, categorized by their status, within each of your sales territories. This report is valuable for identifying which territories are yielding the highest number of customers, giving insights into territorial performance.

To view the “Customers by Territory Summary” report, here’s what you need to do:

Navigate to Customers > Customer Reports > Customers by Territory.

Upon initiating the report, you will see a notification indicating that the report is currently being loaded. The progress of the report’s loading is displayed via a status bar in the report’s footer. If you wish to stop the loading process at any point, you can click on “Cancel Report” next to the status bar. This option is useful if you need to halt the loading of the report for any reason.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • New Customer Sales Orders Detail Report

The “New Customer Sales Orders Detail” report is designed to list and aggregate approved sales orders and return authorizations. This report is specifically focused on customers who placed their first sales order with your company within a designated time frame.

To access the “New Customer Sales Orders Detail” report, you should:

Navigate to Reports > Sales Orders > New Customer Sales Orders > Detail.

When you launch the report, a notification will display, indicating that the report is in the process of loading. The loading progress can be monitored through a status bar located in the footer of the report. If you need to interrupt the loading process, there is an option to click on “Cancel Report” next to the status bar. This feature allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • New Customer Sales Orders Summary Report

The “New Customer Sales Orders Summary” report provides a comprehensive overview of the total approved sales orders and return authorizations. This report is specifically tailored to capture transactions from customers who placed their inaugural sales order with your company within a certain time frame.

Key points of the report:

The report exclusively includes approved sales orders that have an amount greater than zero.

To enhance your dashboard’s utility, you can integrate the “New Business (Sales Orders)” and “New Customers (Sales Orders)” Key Performance Indicators (KPIs). These KPIs offer a quick snapshot of the report’s totals directly on your dashboard. For more detailed information on setting up and using KPIs, refer to the guidelines on “Setting Up Key Performance Indicators.”

To access the “New Customer Sales Orders Summary” report, here’s what you need to do:

Go to Reports > Sales Orders > New Customer Sales Orders.

Once you initiate this report, a message will appear to inform you that the report is loading. You can track the progress of the report’s loading through a status bar located in the footer of the report. If necessary, you have the option to stop the loading process by clicking on “Cancel Report” next to the status bar. This feature allows you to halt the report’s loading if needed.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • New Customer Sales Summary Report

The “New Customer Sales Summary” report compiles a list of all customers who conducted their first transaction with your company within a specified period or date range. Additionally, it offers a total sum of all these transactions.

To access the “New Customer Sales Summary” report, follow these steps:

Proceed to Reports > Sales > New Customer Sales.

When you launch this report, a notification will appear, signaling that the report is currently loading. The loading progress is indicated by a status bar in the report’s footer. If you need to cease the loading process, you can click on “Cancel Report” located next to the status bar. This option allows you to stop the report from loading if necessary.

 

  • Pipeline by Customer Detail Report

The “Pipeline by Customer Detail” report provides a comprehensive overview of all open estimates and opportunities, along with their anticipated closing dates within a date range you specify for each customer. The report includes both the projected and weighted totals for each transaction, and these are summed up for each customer.

Key features of the report:

It only includes estimates designated to be part of forecasts.

Opportunities listed are those that have not yet been converted into estimates.

To access the “Pipeline by Customer Detail” report, follow these steps:

Navigate to Opportunities > Reports > Pipeline by Customer > Detail.

When you start this report, you’ll see a notification indicating that the report is in the process of loading. You can track the progress of the loading through a status bar located in the report’s footer. If you wish to halt the loading process, there’s an option to click “Cancel Report” next to the status bar, allowing you to stop the report from loading if needed.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Pipeline by Customer Summary Report

The “Pipeline by Customer Summary” report is designed to showcase the projected and weighted totals of all open estimates and opportunities, along with their expected closing dates within a selected date range for each customer.

Key aspects of this report include:

Inclusion of only those estimates that are flagged to be part of forecasts.

Listing of opportunities that have not yet been transformed into estimates.

To view the “Pipeline by Customer Summary” report, you should:

Go to Opportunities > Reports > Pipeline by Customer.

Upon initiating the report, a notification will display, informing you that the report is loading. The progress of this loading process is indicated by a status bar in the report’s footer. If you need to stop the report from loading at any point, you can click on “Cancel Report” next to the status bar. This option allows you to discontinue the loading of the report if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Pipeline by Sales Rep Summary Report

The “Pipeline by Sales Representative Summary” report presents a comprehensive view of the projected and weighted totals of all ongoing opportunities and estimates that each sales representative is handling in the pipeline. This report includes the anticipated closing dates of these transactions within a date range that you specify.

Key elements of the report:

Projected Total: This is the total amount displayed on the transaction.

Weighted Total: This figure is calculated by multiplying the projected total of the transaction with the probability of its closure.

This report is essential for understanding the potential sales outcomes and gauging the performance of each sales representative in terms of managing their pipeline effectively.

For more information, see Estimates in the Forecast and Pipeline and Opportunities in the Forecast and Pipeline.

To access the “Pipeline by Sales Representative Summary” report, follow these instructions:

Navigate to Opportunities > Reports > Pipeline by Sales Rep.

When you initiate this report, a notification will appear indicating that the report is in the process of loading. The progress of the report’s loading can be monitored through a status bar located in the report’s footer. If you need to interrupt this process, there’s an option to click on “Cancel Report” next to the status bar. This allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Pipeline by Status Summary Report

Pipeline by Status Summary report, Provides an overview of the projected and weighted pipeline amounts, organized by each customer status.

This report includes:

  • Open opportunities and estimates with expected close dates within your selected date range.
  • Weighted totals, calculated as the transaction total multiplied by the closure probability.

For additional insights, refer to the sections “Estimates in the Forecast and Pipeline” and “Opportunities in the Forecast and Pipeline.”

To view the “Pipeline by Status Summary” report follow these steps:

Head to Opportunities > Reports > Pipeline by Status Summary.

Upon initiating the report, a notification will display, indicating that the report is in the process of loading. The loading progress is shown on a status bar in the report’s footer. If necessary, you can halt the loading by clicking “Cancel Report” next to the status bar.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Prospect Analysis Detail Report

“Prospect Analysis Detail” report, which offers a thorough listing of prospects and their estimates, complete with various critical details

To access this report Navigate to 

Reports > Customer/Receivables > Prospect Analysis > Detail.

This report encompasses:

  • Sales representatives associated with each prospect.
  • Current status of each estimate.
  • Expected closing dates of the estimates.
  • Probability percentages of closing.
  • Projected and weighted values of each estimate.

Upon launching the report, a notification will appear indicating that the report is in the process of loading. You can monitor the progress of the report’s loading via a status bar located in the report’s footer. If you wish to interrupt this process, there’s an option to click on “Cancel Report” next to the status bar. This allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Prospect Analysis Summary Report

 “Prospect Analysis Summary” report, provides a list of prospects along with the projected value of estimates expected to close within a specified date range.

To access the report navigate to 

Reports > Customer/Receivables > Prospect Analysis.

When you initiate this report, a notification will appear, indicating that the report is in the process of loading. The loading progress is displayed through a status bar located in the report’s footer. If you need to discontinue the loading process, you have the option to click on “Cancel Report” next to the status bar. This feature allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. 

Go to 

Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Activity by Customer Detail Report

To access the “Sales Activity by Customer Detail” report, which details various sales activities associated with each customer within your chosen time period, follow these instructions:

Head to Reports > Pipeline Analysis > Sales Activity by Customer > Detail.

This report includes a range of sales activities such as:

  • Events
  • Tasks
  • Phone calls
  • Messages
  • Campaigns
  • Cases
  • Notes

Upon initiating the report, you will see a notification indicating that the report is currently being loaded. The progress of this loading process is tracked via a status bar in the report’s footer. If you need to halt the loading process at any point, you can click on “Cancel Report” next to the status bar. This option allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. 

Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Activity by Customer Summary Report

To view the “Sales Activity by Customer Summary” report, which compiles the count of various sales activities associated with each customer during a selected time period, here are the steps you need to follow:

Proceed to Reports > Pipeline Analysis > Sales Activity by Customer.

This report includes activities such as:

  • Events
  • Tasks
  • Phone calls
  • Messages
  • Campaigns
  • Cases
  • Notes

When you initiate the report, a notification will appear to inform you that the report is loading. You can track the progress of the report’s loading through a status bar in the report’s footer. If you wish to discontinue the loading process, there’s an option to click on “Cancel Report” next to the status bar. This feature allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

  • Sales Activity by Sales Rep Detail Report

To access the “Sales Activity by Sales Representative Detail” report, which details various sales activities conducted by each sales rep during a designated time frame, follow these steps:

Navigate to Reports > Pipeline Analysis > Sales Activity by Sales Rep > Detail.

The report covers a range of sales activities, including:

  • Events, tasks, and phone calls entered by the sales rep that are associated with customers.
  • Email and other messages sent by the sales rep to customers.
  • Participation in campaigns.
  • Cases that include related activities.
  • User notes on customer records and transactions.
  • When you start the report, a notification will display, indicating that the report is in the process of loading. The progress of the loading can be monitored through a status bar in the report’s footer. If you need to halt the loading process, you have the option to click on “Cancel Report” next to the status bar. This allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference.

 Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Activity by Sales Rep Summary Report

To access the “Sales Activity by Sales Representative Summary” report, which compiles the quantity of sales activities logged by each sales rep over a specified time period, you can follow these instructions:

Navigate to Reports > Pipeline Analysis > Sales Activity by Sales Rep.

This report includes various sales activities such as:

  • Events, tasks, and phone calls entered by the sales rep that are related to customers.
  • Email and other forms of messages sent by the sales rep to customers.
  • Engagement in campaigns.
  • Cases involving related activities.
  • User notes on customer records and transactions.

When you initiate the report, a notification will appear to indicate that the report is in the process of loading. You can monitor the progress of the loading via a status bar located in the report’s footer. If you need to stop the report from loading at any point, there is an option to click on “Cancel Report” next to the status bar. This feature allows you to halt the loading of the report if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales by Customer Detail Report

To view the “Sales by Customer Detail” report, which offers a meticulous breakdown of your sales, organized and subtotalled by individual transactions for each customer, follow these steps:

Go to Reports > Sales > Sales by Customer > Detail.

When you initiate the report, a notification will appear indicating that the report is currently loading. The progress of the loading can be tracked via a status bar in the report’s footer. If you need to interrupt this process, you can click on “Cancel Report” next to the status bar to stop the report from loading.

For running this report on a cash basis, an administrator needs to enable the Cash Basis Reporting preference. 

This setting is located at 

Setup > Accounting > Accounting Preferences

under the General subtab in the General Ledger section. When this preference is activated, all standard reports that support cash basis reporting will shift to a cash basis from an accrual basis. If this preference is not used, a custom cash basis report can be created by enabling the Cash Basis option in the More Options page of the Financial Report Builder.

 

  • Sales by Customer Summary Report

To access the “Sales by Customer Summary” report, which presents a broad overview of your sales in dollar amounts, categorized by each customer, follow these steps:

Navigate to Customers > Customer Reports > Sales by Customer.

Upon initiating the report, you’ll see a notification indicating that the report is loading. The loading progress is displayed on a status bar in the report’s footer. If you need to stop the report from loading, you can click on “Cancel Report” next to the status bar.

For running this report on a cash basis, you’ll need assistance from an administrator to set the Cash Basis Reporting preference. 

This setting can be found at

Setup > Accounting > Accounting Preferences, 

specifically on the General subtab in the General Ledger section. When enabled, this preference ensures that all standard reports supporting cash basis reporting will switch from an accrual to a cash basis. In cases where this preference is not utilized, you have the option to create a custom cash basis report by enabling the Cash Basis option on the More Options page of the Financial Report Builder. For more information, refer to the guidelines on “Setting Up Cash Basis Reporting.”

 

  • Sales by Historical Team Detail (Transaction Date) Report

To view the “Sales by Historical Team Detail (Transaction Date)” report, which displays sales made by each sales representative under their respective supervisors within a selected date range, follow these steps:

Navigate to 

Reports > Sales > Sales by Historical Team (Transaction Date) > Detail.

This report is particularly useful for analyzing sales data across different team structures or before and after reorganizations. For instance, in the example of sales rep Krista Barton, who made sales under two different supervisors (Clark Koozer and Mark Grogan), the report will list her twice, showing her total revenue under each supervisor separately.

Transactions in this report are organized by the date of the transaction. If you require a report based on the sales effective date instead, you can refer to the “Sales by Historical Team Summary Report.” For more details on this, see the section on “Sales Effective Date.”

When you start the report, a notification will appear, indicating that the report is in the process of loading. The loading progress can be monitored through a status bar in the report’s footer. If you wish to stop the report from loading, you can click on “Cancel Report” next to the status bar. This option allows you to halt the report’s loading if necessary.

 

  • Sales by Historical Team Summary (Transaction Date) Report

 

To access the “Sales by Historical Team Summary (Transaction Date)” report, which tallies the total sales made by each sales representative under their respective supervisors within a chosen date range, you should:

Go to Reports > Sales > Sales by Historical Team (Transaction Date).

This report is beneficial for evaluating sales performance in different team structures, especially in scenarios involving team reorganizations. For instance, in the case of sales rep Krista Barton, who worked under two supervisors (Clark Koozer and Mark Grogan) and achieved different sales totals under each, the report will display her sales under both supervisors separately.

Transactions in this report are sorted by the transaction date. If you’re looking for a report that categorizes sales based on the sales effective date, you might want to consider using the “Sales by Historical Team Summary Report.” For further details about this, you can refer to the “Sales Effective Date” section.

When you start the report, a notification will appear, indicating that the report is loading. You can monitor the progress of the loading through a status bar located in the report’s footer. If you need to halt the loading process, there is an option to click on “Cancel Report” next to the status bar. This allows you to stop the report from loading if necessary.

 

  • Sales by Item Summary Report

To access the “Sales by Item Summary” report, which provides a broad overview of your sales in dollar amounts, categorized by item, follow these steps:

Navigate to Reports > Sales > Sales by Item.

Upon initiating the report, you will see a notification indicating that the report is currently being loaded. The progress of this loading can be monitored through a status bar in the report’s footer. If you need to stop the report from loading, you can click on “Cancel Report” next to the status bar.

For running this report on a cash basis, it is necessary to have an administrator set the Cash Basis Reporting preference. This setting can be found at Setup > Accounting > Accounting Preferences, under the General subtab in the General Ledger section. When this preference is enabled, it allows all standard reports that support cash basis reporting to run on a cash basis instead of an accrual basis. If this preference is not utilized, you can create a custom cash basis report by enabling the Cash Basis option on the More Options page of the Financial Report Builder.

 

  • Sales by Promotion Code Detail Report

To access the “Sales by Promotion Code Detail” report, which provides an analysis of sales transactions using promotion codes, sorted by the dates you select and categorized by the associated promotion codes, you should:

Navigate to Reports > Sales > Sales by Promotion > Detail.

This report delivers a comprehensive breakdown of the revenue and the number of transactions generated by your promotion codes. It includes totals for each transaction, each item within the transaction, each individual promotion code, and a cumulative total for all promotion codes.

When you initiate the report, a message will appear indicating that the report is loading. You can track the loading progress through a status bar in the report’s footer. If you wish to stop the report from loading, you can click on “Cancel Report” next to the status bar.

To run this report on a cash basis, an administrator will need to activate the Cash Basis Reporting preference. 

This setting is located in Setup > Accounting > Accounting Preferences, under the General subtab in the General Ledger section. When this preference is enabled, it allows all standard reports that support cash basis reporting to switch from an accrual to a cash basis. If you prefer not to use this setting, you have the option to create a custom cash basis report by enabling the Cash Basis option on the More Options page of the Financial Report Builder.

 

  • Sales by Sales Rep Summary Report

To view the “Sales by Sales Representative Summary” report, which provides sales totals for each sales representative within a specified date range and organizes sales reps under their respective managers in the sales hierarchy, follow these steps:

Navigate to Reports > Sales > Sales by Sales Rep.

Upon initiating the report, you will see a notification indicating that the report is in the process of loading. The loading progress is displayed on a status bar in the report’s footer. If you need to interrupt this process, you can click on “Cancel Report” next to the status bar to stop the report from loading.

To run this report on a cash basis, it is necessary to have an administrator enable the Cash Basis Reporting preference. 

This setting can be found at Setup > Accounting > Accounting Preferences, under the General subtab in the General Ledger section. 

When this preference is checked, it allows all standard reports that support cash basis reporting to run on a cash basis instead of an accrual basis. If this preference is not utilized, you have the option to create a custom cash basis report by enabling the Cash Basis option on the More Options page of the Financial Report Builder.

 

  • Sales by Sales Rep Detail Report

To access the “Sales by Sales Representative Detail” report, which offers a detailed breakdown of your sales, organized and subtotalled by individual transactions for each sales representative, follow these instructions:

Go to Reports > Sales > Sales by Sales Rep > Detail.

In this report, sales representatives are listed under their respective sales managers, providing a clear view of sales performance within the sales team structure.

When you initiate the report, a message will appear indicating that the report is loading. You can monitor the progress of the loading through a status bar located in the report’s footer. If you wish to halt the loading process, you can click on “Cancel Report” next to the status bar.

For running this report on a cash basis, an administrator needs to enable the Cash Basis Reporting preference. 

This setting is found at Setup > Accounting > Accounting Preferences, specifically on the General subtab in the General Ledger section. 

When this preference is activated, it allows all standard reports that support cash basis reporting to switch from an accrual to a cash basis. If this preference is not used, you can create a custom cash basis report by enabling the Cash Basis option on the More Options page of the Financial Report Builder.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Sales Team Summary Report

To access the “Sales Orders by Sales Team Summary” report, which outlines the totals of approved sales orders and return authorizations for each sales team within your company for a selected date range, you should:

Navigate to Reports > Sales Orders > Sales Orders by Sales Team.

This report provides a comprehensive view of sales activities by team, enabling you to assess the performance of different sales groups within your organization.

When you initiate the report, a notification will be displayed, indicating that the report is in the process of loading. The progress of the report’s loading is shown via a status bar in the report’s footer. If you need to stop the report from loading, you can click on “Cancel Report” next to the status bar. This option allows you to halt the loading process if necessary.

 

  • Sales by Sales Team Detail Report

To view the “Sales by Sales Team Detail” report, which displays detailed sales transactions and totals for each sales team within your selected date range, along with the contribution percentage of each team member, follow these steps:

Navigate to Reports > Sales > Sales by Sales Team > Detail.

This report is particularly useful for analyzing the performance of each sales team and understanding the individual contributions of team members within the specified timeframe.

When you initiate the report, a notification will appear to inform you that the report is loading. The progress of the report’s loading can be monitored through a status bar located in the report’s footer. If you need to interrupt this process, you have the option to click on “Cancel Report” next to the status bar. This allows you to stop the report from loading if necessary.

  • Sales by Sales Team Summary Report

To access the “Sales by Sales Team Summary” report, which provides a summary of sales totals for each sales team within a specified date range, you should:

Navigate to Reports > Sales > Sales by Sales Team.

This report offers an overview of the sales performance of different sales teams, making it easier to evaluate and compare the results of each team over the chosen period.

When you start the report, a notification will be displayed, indicating that the report is in the process of loading. The progress of the report’s loading can be tracked through a status bar located in the report’s footer. If you wish to halt the loading process, you can click on “Cancel Report” next to the status bar. This option allows you to stop the report from loading if necessary.

 

  • Sales Orders by Customer Detail Report

To view the “Sales Orders by Customer Detail” report, which displays the approved sales orders and return authorizations for each customer within a chosen date range, follow these steps:

Navigate to Customers > Customer Reports > Sales Orders by Customer > Detail.

This report is particularly useful for tracking sales order activity and return authorizations on a customer-by-customer basis, providing detailed insights into customer transactions within the specified timeframe.

Additionally, for a quick overview, you can add the “Sales (Orders)” Key Performance Indicator (KPI) to your dashboard. This KPI offers a concise view of the totals from this report, facilitating easier monitoring of sales order performance. For more detailed guidance on setting up this KPI, refer to the instructions on “Setting Up the Key Performance Indicators Portlet.”

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Customer Summary Report

To access the “Sales Orders by Customer Summary” report, which provides a summary of the total approved sales orders and return authorizations for each customer within a selected date range, you should:

Go to Customers > Customer Reports > Sales Orders by Customer.

This report is a valuable tool for assessing the overall sales order and return activity for each customer, giving you a comprehensive view of customer transactions over the specified period.

Additionally, for a quick and convenient overview, you can incorporate the “Sales (Orders)” Key Performance Indicator (KPI) into your dashboard. 

This KPI offers a succinct representation of the total figures from this report, making it easier to monitor sales order performance at a glance. For detailed instructions on how to set up this KPI, refer to the guidance on “Setting Up the Key Performance Indicators Portlet.”

When you initiate the report, a notification will appear, indicating that the report is loading. You can monitor the progress of the loading process through a status bar located in the report’s footer. If you need to stop the report from loading, there’s an option to click on “Cancel Report” next to the status bar. This feature allows you to discontinue the loading of the report if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Historical Team (Transaction Date) Detail Report

To view the “Sales Orders by Historical Team (Transaction Date) Detail” report, which provides a comprehensive breakdown of approved sales orders and return authorizations, detailing these transactions for each sales representative on a monthly basis within your selected date range, follow these steps:

Navigate to Customers > Customer Reports > Sales Orders by Historical Team (Transaction Date) > Detail.

In this report, sales reps are listed along with their sales order and return authorization totals under each supervisor they reported to during the specified date range.

The transactions in this report are organized by the sales effective transaction date. If you prefer a version of the report filtered by the sales effective date, you can refer to the “Sales Orders by Historical Team Detail Report.”

When you initiate the report, a notification will appear, indicating that the report is loading. You can monitor the progress of the report’s loading through a status bar located in the report’s footer. If you need to stop the report from loading, there’s an option to click on “Cancel Report” next to the status bar. This allows you to discontinue the loading of the report if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Historical Team (Transaction Date) Summary Report

To access the “Sales Orders by Historical Team Summary (Transaction Date)” report, which compiles the total approved sales orders and return authorizations, detailing these transactions for each sales representative on a monthly basis within a chosen date range and categorized under each supervisor they worked with during this period, you should:

Go to Customers > Customer Reports > Sales Orders by Historical Team (Transaction Date).

This report is structured to reflect the transactions based on the sales effective transaction date. If you are interested in a version of the report that is filtered by the sales effective date, you can use the “Sales Orders by Historical Team Summary Report.”

Upon initiating the report, a message will appear indicating that the report is loading. You can track the progress of the report’s loading through a status bar in the report’s footer. If you need to halt the loading process, you have the option to click on “Cancel Report” next to the status bar. This feature allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Historical Team Detail Report

To view the “Sales Orders by Historical Team Detail” report, which provides a detailed accounting of approved sales orders and return authorizations, sorted by each sales representative for each month within your selected date range, and showing sales totals under each supervisor they reported to during this period, you should:

Navigate to Customers > Customer Reports > Sales Orders by Historical Team > Detail.

This report distinguishes itself by listing transactions based on the sales effective date, rather than the transaction date. The sales effective date is the date NetSuite utilizes for the purposes of commission calculation or analyzing historical sales data.

When you initiate the report, a notification will appear indicating that the report is loading. The loading progress can be monitored through a status bar located in the report’s footer. If you need to stop the report from loading, you can click on “Cancel Report” next to the status bar. This option allows you to halt the loading process if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Historical Team Summary Report

To access the “Sales Orders by Historical Team Summary” report, which provides a comprehensive overview of the total approved sales orders and return authorizations, categorized by each sales representative and broken down by each month within your selected date range, follow these steps:

Navigate to Customers > Customer Reports > Sales Orders by Historical Team.

In this report, you’ll find the sales order totals for each sales rep, listed under each supervisor they worked with during the specified date range. Notably, the transactions in this report are organized by the sales effective date rather than the transaction date. The sales effective date is the specific date that NetSuite uses for commission calculations or for analyzing historical sales data.

When you start the report, a notification will appear, indicating that the report is in the process of loading. You can monitor the progress of the report’s loading through a status bar located in the report’s footer. If you need to halt the loading process, there’s an option to click on “Cancel Report” next to the status bar. This feature allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Item Detail Report

To view the “Sales Orders by Item Detail” report, which details the approved sales orders and return authorizations for each item along with the amount, date, and sales representative, follow these steps:

Head to Customers > Customer Reports > Sales Orders by Item > Detail.

This report not only provides the sales order and return authorization amounts for each item but also organizes the items by their type, offering a structured view of sales data.

When you initiate the report, a notification will be displayed to indicate that the report is in the process of loading. The loading progress can be tracked via a status bar in the report’s footer. If you need to interrupt this process, you can click on “Cancel Report” next to the status bar. This option allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Item Summary Report

To access the “Sales Orders by Item Summary” report, which provides a summary of the approved sales order and return authorization amounts for each item within a specified date range, and groups and totals the items by item type, follow these instructions:

Navigate to Customers > Customer Reports > Sales Orders by Item.

This report is useful for getting an overview of sales and returns performance based on different item types over the selected period.

When you start the report, a notification will appear, indicating that the report is in the process of loading. You can monitor the progress of the loading through a status bar located in the report’s footer. If you need to stop the report from loading, there is an option to click on “Cancel Report” next to the status bar. This feature allows you to halt the loading of the report if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Partner Summary Report

To view the “Sales Orders by Partner Summary” report, which details the total approved sales orders and return authorizations linked to each partner over a chosen time period, you should:

Go to Reports > Sales Orders > Sales Orders by Partner.

This report is particularly useful if you’re utilizing the Multi-Partner Management feature, as it will display sales orders and return authorizations under each partner involved in the sale. For more comprehensive understanding, you might want to refer to the guidelines on “Associating Partners With Customers and Transactions.”

When you initiate the report, a notification will appear indicating that the report is loading. The progress of the report’s loading can be monitored via a status bar located in the report’s footer. If you need to stop the report from loading, you can click on “Cancel Report” next to the status bar. This option allows you to halt the loading process if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab

 

  • Sales Orders by Promotion Code Detail Report

 

To access the “Sales Orders by Promotion Code Detail” report, which enumerates and sums up the approved sales orders and return authorizations linked to each promotion code within a specified date range, follow these steps:

Navigate to Reports > Sales Orders > Sales Orders by Promotion > Detail.

This report is essential for analyzing the effectiveness of various promotion codes by tracking their associated sales orders and returns during the chosen time period.

Upon initiating the report, a notification will appear, indicating that the report is in the process of loading. You can monitor the progress of the loading through a status bar located in the report’s footer. If you wish to interrupt this process, you have the option to click on “Cancel Report” next to the status bar. This feature allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Promotion Code Summary Report

To access the “Sales Orders by Promotion Code Summary” report, which provides a summary of the total approved sales orders and return authorizations associated with each promotion code within a selected date range, you should:

Navigate to Reports > Sales Orders > Sales Orders by Promotion.

This report is valuable for assessing the impact and effectiveness of various promotion codes by summarizing the sales and returns that are linked to them during the specified period.

When you initiate the report, a notification will appear, indicating that the report is in the process of loading. The progress of the report’s loading can be monitored through a status bar located in the report’s footer. If you need to halt the loading process, there’s an option to click on “Cancel Report” next to the status bar. This allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Sales Rep Detail Report

To view the “Sales Orders by Sales Representative Detail” report, which displays the approved sales orders and return authorizations for each sales representative in your company, sorted by the date range you select, and organized according to your company’s sales hierarchy, follow these steps:

Go to Reports > Sales Orders > Sales Orders by Sales Rep > Detail.

This report is particularly useful for analyzing the performance of each sales representative in terms of sales orders and returns within the specified time frame.

When you initiate the report, a notification will appear indicating that the report is loading. You can monitor the progress of the report’s loading through a status bar located in the report’s footer. If you need to stop the report from loading, there is an option to click on “Cancel Report” next to the status bar. This feature allows you to halt the loading process if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • Sales Orders by Sales Team Summary Report

To access the “Sales Orders by Sales Team Summary” report, which provides a summary of the approved sales order and return authorization totals for each sales team in your company within a specified date range, you should:

Go to Reports > Sales Orders > Sales Orders by Sales Team.

This report is valuable for evaluating the sales performance and returns managed by each sales team, offering insights into the effectiveness of different teams over the selected period.

When you initiate the report, a notification will appear, indicating that the report is in the process of loading. You can track the progress of the report’s loading through a status bar located in the report’s footer. If you need to interrupt this process, you can click on “Cancel Report” next to the status bar. This option allows you to stop the report from loading if necessary.

Note: This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

 

  • The Open Prospects Snapshot

The “Open Prospects” snapshot is a feature within the Key Performance Indicators (KPI) portlet on NetSuite, which displays open prospects during a chosen time frame. A prospect is categorized as open if it is assigned a status that indicates a probability percentage ranging between 0% and 100%.

To access and set up the “Open Prospects” snapshot, follow these steps:

  1. Click on the **Home** tab in your NetSuite dashboard.
  1. Locate the **Key Performance Indicators** portlet on your dashboard.
  1. In this portlet, click on the **Set Up** icon.
  1. Choose **Add Standard KPIs** and select **Open Prospects** from the available options.
  1. To view more detailed data in a report format, click on the **trend graph icon**. This report is customizable and can be exported for further analysis or record-keeping.

This snapshot is a useful tool for quickly assessing the volume and status of prospects, helping you to gauge potential sales and follow-up actions.

 

  • Total Pipeline by Customer Detail Report

To access the “Total Pipeline by Customer Detail” report, which provides an in-depth view of all open estimates and opportunities for each customer, along with both projected and weighted totals for each transaction, follow these steps:

Navigate to Reports > Pipeline Analysis > Total Pipeline by Customer > Detail.

In this report:

  • You cannot select a specific date or period range.
  • Only estimates flagged for inclusion in forecasts are shown.
  • The report includes only those opportunities that have not been converted into estimates.

When you initiate the report, a notification will appear indicating that the report is loading. The loading progress can be monitored through a status bar in the report’s footer. If you need to halt the loading process, you can click on “Cancel Report” next to the status bar. This feature allows you to stop the report from loading if necessary.

 

  • Total Pipeline by Customer Summary Report

To access the “Total Pipeline by Customer Summary” report, which outlines the projected and weighted totals of open opportunities and estimates for each customer, follow these steps:

Navigate to Reports > Pipeline Analysis > Total Pipeline by Customer.

Important notes for this report:

  • The report does not allow the selection of a specific date or period range.
  • It only includes estimates that are designated to be part of forecasts.
  • The report lists only those opportunities that have not yet been converted into estimates.

When you initiate the report, a notification will appear indicating that the report is in the process of loading. You can track the loading progress through a status bar located in the report’s footer. If you need to stop the report from loading, there’s an option to click on “Cancel Report” next to the status bar. This feature allows you to halt the loading if necessary.

 

  • Total Pipeline by Sales Rep Summary Report

To view the “Total Pipeline by Sales Representative Summary” report, which provides an overview of the projected and weighted totals of open estimates and opportunities managed by each sales representative, you should:

Go to Opportunities > Reports > Total Pipeline by Sales Rep.

Key points about this report:

  • It does not allow the selection of a specific date or period range.
  • Includes only those estimates flagged for inclusion in forecasts.
  • Lists only opportunities that have not been converted into estimates.

Upon initiating the report, a notification will appear, indicating that the report is loading. You can monitor the loading progress through a status bar located in the report’s footer. If you wish to stop the report from loading, you can click on “Cancel Report” next to the status bar.

Additional functionality:

  • Click on the names of accounts or account categories on the left side of the report to collapse or expand subaccounts.
  • For most record types (Accounts, Customers, Items, etc.), you have the option to click the name on the report to drill down to the record for that specific entry, providing more detailed insights.

 

  • Total Pipeline by Statuses Summary Report

To access the “Total Pipeline by Statuses Summary” report, which displays the projected and weighted totals of all open estimates and opportunities according to each customer status, follow these instructions:

Navigate to Reports > Pipeline Analysis > Total Pipeline by Statuses Summary.

Important aspects of this report:

  • It does not permit the selection of a specific date or period range.
  • Only includes estimates that are designated to be part of forecasts.
  • Features only those opportunities that have not been converted into estimates or other types of transactions.

For additional information, you may refer to the sections “Estimates in the Forecast and Pipeline” and “Opportunities in the Forecast and Pipeline” for more insights.

When you start the report, a notification will appear indicating that the report is in the process of loading. You can track the loading progress through a status bar located in the report’s footer. If you need to halt the loading process, there’s an option to click on “Cancel Report” next to the status bar. This allows you to stop the report from loading if necessary.

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