Sales Management Snapshots
If you are a sales manager, administrator, or executive with access to sales reports, you can display sales management report snapshots in dashboard portlets. NetSuite provides the following sales management report snapshots:
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Sales Managers by Sales Orders. This snapshot shows the approved sales order totals for each manager and rep in a selected date range, and is based on the Sales Orders by Sales Rep Summary report.
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Sales Managers by Forecast. This snapshot shows the quota, actual sales, calculated forecast, and override forecast, for each manager and rep in a selected date range, and is based on the Alt. Sales and Billings Forecast vs. Quota report.
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Sales Managers by Sales. This snapshot shows the sales revenue by each sales manager in the selected period range, and is based on the Sales by Sales Rep report.
Sales management reports roll up and display data according to the sales management hierarchy. This hierarchy is based on the supervisors defined on employee records.
After you have added a sales management snapshot portlet, you can click Set Up to select the hierarchical level of data to display.
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For example, you may have four levels of hierarchy: the CEO, the sales VP, sales managers, and sales reps. If you select the 2nd level of hierarchy for a snapshot, you will see information for the CEO and the sales VP only. However, the totals include the corresponding subordinate's totals.
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In the Report Snapshot portlet, you can click a + or - sign next to a sales manager to display more or less data.
To display a sales management snapshot:
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Click Personalize in the upper right corner of the dashboard. You can also use the Personalize Dashboard link in the Settings portlet.
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On the Report Snapshots tab of the Personalize Dashboard palette, click the Report Snapshots icon or drag it onto the dashboard.
If the Report Snapshots tab does not display in the Personalize Dashboard panel, it means you cannot add Report Snapshot portlets to this page.
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Click Set Up in the portlet’s menu.
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In the Snapshot dropdown list, select either of the following sales management snaphots:
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Sales Managers by Forecast
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Sales Managers by Sales
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Sales Managers by Sales Orders
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In the Hierarchy Level list, select the level of management data to display.
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Click Save.
The snapshot portlet refreshes to display the selected level of hierarchy. From the portlet, you also can do the following:
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Change the date or period range to display results for a different time period.
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Click a + or - next to a manager's name to expand or collapse displayed data.
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Click Refresh to reload and update the portlet's data.
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Choose Print, Download, or View Report menu options.