NetSuite’s Workbook feature is a powerful, intuitive tool that allows you to generate real-time reports and visualizations for your business data. One of the common use cases is to track and monitor the sales quota for a sales rep during the current month. This article walks you through the steps to create a custom workbook to retrieve quota details for the current month, filtered specifically for an individual sales rep.
Step-by-Step Guide to Retrieving Quota Details
- Access the Analytics Tab
- In NetSuite, navigate to the Analytics tab. This is the entry point for all reports and workbooks.
- Create a New Dataset
- Select the Dataset tab at the top and click New Dataset. This will allow you to create a customized set of data fields that are relevant to your sales quota reporting.
- In the Choose Dataset screen, search for and select the Quota dataset. This dataset contains all the information regarding sales quotas and related performance metrics.
- Add Filters to Focus on the Sales Rep’s Quota for the Current Month
- To ensure the dataset reflects the sales rep’s specific quota for the current month, you need to apply the right filters.
- Key Filters:
- Sales Rep: In the filters section, add a filter for Sales Rep, and set the value to “Me” to display the logged-in sales rep’s quota only.
- Date: Add a filter for the date field and set it to Current Month to show only quota information relevant to the present month.
- Team Quota: To remove any team-related quota (if your system tracks team quotas), add the Team Quota field as a filter and set it to False. This ensures you only see individual quota details for the selected rep.
- Select Relevant Columns for Display
- To get a clear view of the sales quota, you’ll need to include essential data columns in your report.
- Key Columns to Add:
- Sales Rep Name: To display the sales rep’s name.
- Date: To see when the quota was assigned.
- Quota Amount: To track the total sales quota for the rep.
- Save the Dataset
- Once you’ve applied the filters and added the necessary columns, save the dataset by clicking Save As and providing a suitable name (e.g., “Sales Rep Quota for Current Month”). This will allow you to reuse this dataset for future reports and workbooks.
- Create a New Workbook Using the Dataset
- After saving the dataset, go back to the Analytics tab and create a new workbook using the dataset you just created.
- In the workbook editor, you can add the necessary fields (such as Sales Rep Name, Date, and Quota Amount) as columns and rows, or organize the data into a pivot table for more complex analysis.
- Add Charts or Pivot Tables (Optional)
- For a more visual representation of the data, consider creating a chart or pivot table. This helps in comparing sales quotas versus actual sales more easily.
- Customize the visualizations based on your preferences (e.g., bar charts to show quota progress).
- Save and Run the Workbook
- Once you’ve customized the workbook to your liking, click Save As and give it an appropriate name.
- Run the workbook to see the quota details for the sales rep for the current month.
Converting the Workbook to a SuiteQL Query
NetSuite’s Dataset and Workbook SuiteQL Code Export extension provides the ability to convert a workbook into a SuiteQL query. This can be useful when you want to further customize the query in SuiteQL or use it in a scripted solution.
How to Convert Workbook to SuiteQL:
- After creating the workbook, install the NetSuite Dataset and Workbook SuiteQL Code Export extension from the SuiteApp marketplace.
- Once installed, open the workbook you created.
- In the workbook editor, select the option to Export as SuiteQL using the extension.
- The extension will generate the SuiteQL query based on the dataset and filters you have applied in the workbook.
- You can then use this SuiteQL query in scripts, custom reports, or other programmatic applications for further analysis.