If you use the Advanced Forecasting feature, NetSuite includes estimates based on the following rules:
- If the estimate is not associated with an opportunity, NetSuite includes it in the forecast category selected in the Forecast Type field. This field is on the estimate.
- If the estimate is the only estimate associated with an opportunity, NetSuite includes it in the forecast category selected on the estimate. NetSuite also includes it in each higher forecast category.
- If two estimates are associated with an opportunity, NetSuite includes the estimate in the lower category in the forecast categories of the other estimate.
Single Estimates with Advanced Forecasting
If the estimate is the only estimate associated with an opportunity, NetSuite includes the estimate in the forecast category selected on the estimate. NetSuite also includes the estimate in each higher forecast category.
Example:
An estimate is created from an opportunity. The estimate total is $100.
Multiple Estimates with Advanced Forecasting
If two estimates included in the forecast are associated with an opportunity, NetSuite includes the estimate in the lower category up to the other estimate.
Example:
The first estimate:
– Forecast Type = Worst Case
– Estimate Total = $100
The second estimate:
– Forecast Type = Upside
– Estimate Total = $300
This table shows how NetSuite includes the estimates in the forecast:
