Note: {entitystatus} - enter the statuses according to the opportunity statuses in the NetSuite account1. Navigate to Lists > Search > Saved Searches > New.
2. Select the Opportunity search.
3. Enter the Search Title.
4. In the Criteria subtab > Standard sublist > select the Filter as Period with the Description as is This Period.
5. In the Results subtab > add the Formula (Percent) column with these parameters:6. Check the Available as Dashboard View if you'd like to have this saved search visible under the Custom Saved Search portlet on the NetSuite Home page.
- Summary Type = SUM
- Formula
SUM(CASE WHEN {entitystatus} = 'Closed Won' THEN 1 ELSE 0 END)/NULLIF(SUM(CASE WHEN {entitystatus} in ( 'Closed Won','0 - Closed Lost','0 - Closed N/A','Lost Customer','1 - Early Stage','2 - Supplier Contact (Tier 1)','3 - In Discussion','4 - Supplier Contact (Tier 2)','5 - Quoted','6 - Quoted - Hot','7 - With Purchasing','Renewal') THEN 1 ELSE 0 END),0)
7. Check Public if the other users should have access to this saved search.
8. Click Save & Run.
Monday, April 1, 2019
Create a Saved Search that shows the % of "Opportunities WON" vs. "ALL Opportunities" in a Given Period
To create a saved search follow the steps below:
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