Hey everyone, I'm on the technical side of netsuit...
# general
l
Hey everyone, I'm on the technical side of netsuite, and trying to understand how pipeline behaves for data aggregation. What are the filter that integrate estimates into pipeline ? (I have estimates that are inside the pipeline, and other that are not with no difference of status to me)
l
Include in Forecasts checkbox on Estimate records - If this is checked, pipeline includes the Estimate amount but not the related Opportunity amount, if any.
l
Thank you @Luis!
Following this request: I understood that "Advanced Forecasting" is enabled in our org. Is there a way to make Estimates appear when not transformed from opportunities ?
l
Estimates should appear provided that: Use Estimates in Forecast is checked (Sales Preferences) Within the Minimum Forecast Probability (Sales Preferences) Include in Forecasts is checked (Estimate record)
l
@Luis Thank you !