NetSuite provides several ways to access and manage sales rep data, including their assigned quotas. One effective method is using Saved Searches in the UI, which allows you to retrieve quota information for individual sales reps. While SuiteScript has limitations in accessing quota data directly, the UI offers a flexible way to do this without writing custom scripts.
Retrieving Sales Rep Quota for a Specific Month
To view the sales quota for a sales rep in a particular month, you can create a Saved Search in the NetSuite UI. Below are the steps to create such a search, along with the criteria and filters necessary for retrieving the desired quota information.
Step-by-Step Guide to Creating a Sales Rep Quota Saved Search:
- Navigate to Saved Searches
- Go to Reports > Saved Searches > All Saved Searches > New.
- Select Employee or Transaction depending on how the quota is stored in your system.
- Set Criteria for the Search
- In the Criteria tab, you will define the conditions to retrieve the quota for the sales rep for a specific month:
- Sales Rep: Set this filter to the sales rep or group of reps you wish to review.
- Quota Period: Filter for the month you’re interested in, e.g., set it to
This Month,Last Month, or choose a specific date range. - Team Quota: False – to not include the team quota assigned to the sales rep.
- Amount (Numeric Field): You may also want to filter by a specific quota amount or a range of amounts.
- Example Criteria:
- Sales Rep: is
[Select sales rep] - Quota Period: is
This Month(or specify your desired date range) - Quota Type: is
Sales Quota - Select Results to Display
- In the Results tab, choose the fields you want to display:
- Sales Rep: To display the name of the sales rep.
- Quota Amount: The monetary quota assigned to the sales rep.
- Period: The time period for which the quota applies (e.g., month, quarter).
- Save and Run the Search
- After setting the criteria and results, save the search and run it to view the quota information for the selected sales rep(s) during the desired period.
Important Consideration: Quota Data Is Not Accessible in SuiteScript
One limitation in NetSuite is that sales rep quota data cannot be directly accessed via SuiteScript. SuiteScript does not support direct searches for quota information, making it necessary to rely on saved searches or manual reporting through the UI for this specific data.
If you attempt to retrieve sales quotas in SuiteScript, you’ll find that NetSuite’s internal data structure does not expose quota data in a scriptable format. As a result, any automation or programmatic reporting involving quotas needs to be handled via saved searches or reports generated manually from the UI.
It can be accessed in script via SuiteQL.