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)
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Luis
06/29/2020, 4:31 PM
Include in Forecasts checkbox on Estimate records - If this is checked, pipeline includes the Estimate amount but not the related Opportunity amount, if any.
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LRG
07/01/2020, 9:14 AM
Thank you @Luis!
LRG
07/01/2020, 1:03 PM
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 ?
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Luis
07/01/2020, 7:41 PM
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)