Creating a Search-Based Quota in NetSuite for Customized Sales Transaction Measurement

Request: How can I create a search-based quota in NetSuite to measure sales transactions and calculate customized quotas based on Commissionable Item searches?

Solution: Creating a search-based quota in NetSuite allows you to define custom criteria for measuring sales transactions and calculating quotas based on Commissionable Item searches. By following these steps, you can set up a search-based quota for precise measurement and calculation of quotas. Here’s how:

1. Create a Commissionable Item search. 
2. Create a new quota at Transactions > Quota/Forecast > Establish Quotas. 
3. In the Category field, select Custom. 
4. In the Saved Search list, select Custom Commissionable Item Search. 

After you save the new quota, NetSuite calculates a quota for the items in the search results.