Opportunities and Search
You can also use NetSuite search tools to get the pipeline information you need to make sales decisions.
For example, Wolfe Electronics sales managers use the competitor information on opportunities to analyze lost deals. With an opportunity search, the managers can see which competitors the company is losing business to. This helps managers and their reps adjust their selling strategy.
To create a list of lost opportunities:
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Go to Opportunities > Opportunities > Search.
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Click Create Saved Search.
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Enter Opportunities Lost to Competitors in the Title field.
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In the Filter column, select Sales: Win/Loss Reason.
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In the popup, select is lost to a competitor.
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Click Set.
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In the Filter column, select Sales: Actual Close.
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In the popup, select within and this fiscal year to date.
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Click Set.
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Click the Results subtab.
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Click Remove All.
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Click Add Multiple.
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Press and hold the CTRL key, and then select Won By, Number, Sales Rep, and Projected Total.
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Click Add.
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Click Submit.
These search results show all of the opportunities Wolfe Electronics lost this year to competitors. You can save these search criteria to view them later, or you can export the results in spreadsheet format. You can also publish the search results to your Dashboard or to the Opportunities tab.