Pipeline Reports and KPIs
NetSuite Reporting and Search tools help sales managers examine the reasons your sales team wins or loses deals. This is essential for improving your team's strategy and product positioning. With NetSuite, you can report on the sales you lose and understand why you lost them.
To do this, you can use NetSuite search, built-in reports, dashboard KPIs, and report snapshots.
NetSuite includes reports that break down the pipeline by sales rep and customer. These reports also show opportunities that have been won, lost, or that remain open:
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Pipeline by Sales Rep Summary / Detail – These reports let you view the total open opportunities and estimates for each sales rep.
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Pipeline by Customer Summary / Detail – These reports present the total open opportunities and estimates for each customer.
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Opportunities to Close Summary / Detail – These reports show the projected and weighted totals of the opportunities that sales reps are still working to close.
You can view pipeline reports on the Reports page, under the Pipeline Analysis heading.