Goal Tracking with Performance Metrics
Performance metrics access real-time data in NetSuite to automatically update the actual value of a goal. For example, if the goal is to win 10 new customers, the employee can use the New Customers metric. The New Customers metric uses data in NetSuite to find the number of customers who place their first order for whom the employee is the sales representative. NetSuite provides default performance metrics, and you can create your own.
A performance metric begins calculating the actual value of a goal when the employee moves the goal to in progress. The performance metric results are locked on the goal when it is closed (the status turns to completed, not completed, or canceled). When an employee closes a goal, transactions that occur within the goal period but after the closing date are not included in the goal.
Watch the following help video for more information about performance metrics:
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