Aaron McCausland
06/08/2026, 12:55 PMCeligo AI
06/08/2026, 12:55 PMHold on! Working on it ...
Celigo AI
06/08/2026, 1:26 PMAI generated answer (using internal Slack threads):To determine whether a Forecast or Forecast Tool is missing for an Opportunity with status "Closed - Sold", you can create a saved search or report in NetSuite. Here are the steps: 1. Navigate to Reports > New Search. 2. Select the record type as 'Opportunity'. 3. In the Criteria subtab, add the following filters: - Status: is 'Closed - Sold' 4. In the Results subtab, add the following fields: - Forecast (or Forecast Tool) 5. Save and run the search. If there are any Opportunities with status 'Closed - Sold' that do not have a Forecast or Forecast Tool associated with them, they will appear in this search. This indicates that a Forecast or Forecast Tool is missing for these Opportunities. Please note that this method assumes that a Forecast or Forecast Tool should exist for all Opportunities with status 'Closed - Sold'. If this is not the case in your organization, you may need to adjust the criteria accordingly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
06/08/2026, 1:26 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823608398
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810119629
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.806579471
Celigo AI
06/08/2026, 1:26 PM