Opportunities Won Report

The Opportunities Won report shows all opportunities that were won during the period range you select. NetSuite lists won opportunities by sales rep and totals the projected amounts.

A won opportunity is one that is used to create a sales order, cash sale or invoice and, therefore, has a probability of 100%.

With Narrative Insights, you can use generative AI to summarize the report, helping you see the total value and number of opportunities won in the period and identify top performers contributing to your sales success.

The generated insights may include:

• The total value and total number of opportunities won during the period

• The number of opportunities won and corresponding value for each sales representative

• Highlights identifying the sales representatives with the highest and lowest number and value of opportunities won

• Details on the customer or deal contributing most to each representative's wins, if present

• Any noticeable patterns in won opportunities across customer, deal size, industry, or product

To generate an insight on the Opportunities Won report, the Enable Narrative Insights preference must be enabled on the Narrative Insights tab of the AI Preferences page. This preference is enabled by default. For more information, see Managing Narrative Insights Preferences.

For more information about Narrative Insights, see Narrative Insights Overview.

To view the Opportunities Won report, go to Opportunities > Reports > Opportunities Won.

A message appears indicating that your report is loading. The status bar in the footer of the report shows the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.

To generate an insight on the Opportunities Won report, click the Generate Insight button. The Narrative Insights dialog is displayed. You can generate the insight again at any time by clicking the Generate Insight button.

You can filter the report before generating the insight to make sure it includes only the information you want the insight to reflect.

General Notices