Quotas and Forecasts in NetSuite

How do quotas in NetSuite work? And how do forecasts in NetSuite work? What is the difference between a quota and a forecast in NetSuite, and how do they work together to improve the work of a sales department?

If you have these questions, this video should answer them! This video provides a crash course on how to . . .
Assign quotas
Set quotas
Set forecast preferences
Edit and override forecasts
. . . and more!

Chapters:
00:00 Quotas in NetSuite
00:27 Assign a quota to a sales rep or team in NetSuite
00:48 Assign a quota to a subsidiary in NetSuite
01:05 Set the terms of the quota in NetSuite
02:13 Forecasts in NetSuite
02:28 Set forecast preferences in NetSuite
03:34 Calculating forecasts in NetSuite
04:21 Forecast Reports in NetSuite
04:48 Using the Forecast Editor in NetSuite

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Read the blog on this topic here: https://suiterep.com/2022/02/15/quota...

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