Monday, April 1, 2019

Create a Saved Search that shows the % of "Opportunities WON" vs. "ALL Opportunities" in a Given Period

To create a saved search follow the steps below:

1. Navigate to Lists > Search > Saved Searches > New.
2. Select the Opportunity search.
3. Enter the Search Title.
4. In the Criteria subtab > Standard sublist > select the Filter as Period with the Description as is This Period.
5. In the Results subtab > add the Formula (Percent) column with these parameters:

  • Summary Type = SUM
  • Formula
    SUM(CASE WHEN {entitystatus} = 'Closed Won' THEN 1 ELSE 0 END)/NULLIF(SUM(CASE WHEN {entitystatus} in ( 'Closed Won','0 - Closed Lost','0 - Closed N/A','Lost Customer','1 - Early Stage','2 - Supplier Contact (Tier 1)','3 - In Discussion','4 - Supplier Contact (Tier 2)','5 - Quoted','6 - Quoted - Hot','7 - With Purchasing','Renewal') THEN 1 ELSE 0 END),0)
6. Check the Available as Dashboard View if you'd like to have this saved search visible under the Custom Saved Search portlet on the NetSuite Home page.
7. Check Public if the other users should have access to this saved search.
8. Click Save & Run.
Note: {entitystatus} - enter the statuses according to the opportunity statuses in the NetSuite account

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