Proposal For Sales VS Quota Report for Partners
This proposal covers the scope of enabling the “Elevate Outside Sales Rep” role to view their own sales quotas alongside actual sales data without accessing other sales representatives’ information NetSuite for Elevate Oral Care (hereafter referred as the client). This proposal also covers the engagement scope of Jobin & Jismi as the Official Implementation Partner of Oracle NetSuite.
Proposal Summary
This proposal addresses the customization needs for the client, specifically to allow the partner with the ‘Elevate Outside Sales Rep’ role to view their own sales quotas alongside their actual sales data without accessing other sales representatives’ information.
Requirement From Elevate Oral Care
Elevate Oral Care’s sales team requests visibility of personal quota reports, specifically:
- Sales vs. Quota visibility on dashboards for the “Elevate Outside Sales Rep” role.
- Access to their own sales quotas without seeing others’ data.
Statement of Work (SOW)
To achieve the desired functionality, we recommend developing a Suitelet that:
- Displays personalized quota information for individual sales representatives associated with the partner.
- Ensures quotas are only visible to the respective user and their subordinates, maintaining confidentiality across the sales team.
Development Plan
- Create a custom field: Create a custom field in the partner record to link it to the respective employee.
- Suitelet Creation:
- Develop a Suitelet to present quota vs. actual sales data.
- Data Retrieval:
- Use Suitelet to fetch individual sales data and corresponding quotas based on specific criteria:
- Transaction criteria:
- Transaction Type: Filter by relevant transaction types, such as CustCred, CashSale, and CustInvc.
- Date Range: Include only transactions from the current month.
- Mainline and Taxline: Exclude mainline, taxline, and shipping transactions to focus on relevant sales data.
- Sales rep Filter: Sales rep in the partner record.
- Quota Criteria:
- The quota should include individual quotas for the sales rep, ensuring that the item, department, class, and location fields are left blank.
- Report Line Configuration:
- Create a user-friendly interface that displays relevant fields:
- Sales Rep – Sales repo grouped by name.
- Quota – Quata assigned to that sales rep (Employee) for that month.
- Actual Sales – Grouped and summed (open and paid in full invoices and deposited case sales and fully applied credit memo).
- Variance – (Actual/Quota) * 100
- (Actual – Quota)
- Dashboard Integration:
- Develop a custom portlet to include the Suitelet.
- Ensure the Suitelet is properly linked to the dashboard, allowing users to access it seamlessly.
- Role Restrictions:
- Implement role-based access controls to ensure that only users with the “Elevate Outside Sales Rep” role and ‘Administrator’ can access the Suitelet and view their own sales and quota data. This restriction will maintain confidentiality and ensure data integrity.
- Production deployment:
- Implement the updates in production.
- Update all the partner records in production to include the related sales rep.
- Include the dashboards in ‘Administrator’ and for role ‘Elevate Outside Sales Rep’
Assumptions
- The implementation assumes regular updates of sales and quota data.
- User roles and permissions will be correctly configured to ensure data privacy.
- The custom sales rep field in the partner record will be populated by the creator when creating the partner record.
Scope Limitations
- A custom field will be included in the partner record to link the corresponding sales rep, and the quota and sales of that rep will be presented in the transaction.
- No filters are included in the UI. Only the report lines are included.
- Data from supervisors or subordinates will not be included in the report.
- The report will only be visible to the ‘Elevate Outside Sales Rep’ role and ‘Administrators’..
- Only the logged-in partner’s quota will be visible to that user, preventing access to others’ data.
- The report will only display data for the current month.
- Quotas presented in the report will have the item, location, department, subsidiary, and class fields empty. Quotas with values in any of these fields will not be considered.
- Upon implementation in production, existing partner records will be updated to include the related sales rep in the custom field.
Estimated Effort
Phase | Deliverables | Time
1 | Completion of customized sandbox. | 23 hours
2 | Production movement after UAT Signoff. | 3 hours
Total | | 26 hours
Estimate assumptions
- The estimate includes Project management, risk analysis, system analysis, development, unit testing, regression testing, documentation, and deployment.
- The rate is calculated based on our master service agreement.
- The implementer expects the client to sign off or report bugs within 7 days of UAT submission in Sandbox. If no feedback is received, the work will be considered approved, and an invoice for 26 hours will be issued.
Validity of this proposal
7 days from the date of submission.