Monday 24 October 2016

NetSuite - How to create Saved Search to Identify and Count on One Report the Lead, Prospect and Customer Record per Sales Rep

1. Create a Customer Saved Search
2. Navigate to Lists > Searches > Saved Searches > New > Customer 
3. Set the following settings: 
    a. Criteria Tab > Add Filter: Inactive = is False 
    b. Results Tab > Sort by = Id > Add Field: 
         *  ID 
         *  Sales Rep -> Summary Type = Group 
         *  Name 
         *  Formula (Numeric) -> DECODE ({stage}, 'Lead',1,0)  and  Summary Type = Group 
         *  Formula (Numeric) -> DECODE ({stage}, 'Prospect',1,0)  and Summary Type = Group 
         *  Formula (Numeric) -> DECODE ({stage}, 'Customer',1,0) and Summary Type = Group 
4. Preview the result
5. Hit save
Share:

0 comments:

Post a Comment