Historical Metrics

The Historical Metrics feature lets you save forecast, pipeline, and other valuable sales data for future comparison.

When you enable the Historical Metrics feature, NetSuite automatically begins storing the monthly and quarterly amounts for the following KPIs. You can enable the feature at Setup > Company > Setup Tasks > Enable Features. Click the CRM subtab.

• Forecast

• Forecast (Alt. Sales)

• Forecast Override

• Forecast Override (Alt. Sales)

• Pipeline (Alt. Sales Projected)

• Pipeline (Alt. Sales Weighted)

• Pipeline (Projected)

• Pipeline (Weighted)

• Pipeline Deals

• Total Pipeline (Alt. Sales Projected)

• Total Pipeline (Alt. Sales Weighted)

• Total Pipeline (Projected)

• Total Pipeline (Weighted)

• Total Pipeline Deals

Note:

NetSuite saves only the amounts for each of these KPIs. NetSuite does not save the calculation for each of these KPIs. For example, if transaction amounts changed after NetSuite saved the metric, the historical KPI is not updated with the new information.

When you set up your KPIs for comparison, you can compare them to any prior month or quarter for which you saved historical data.

Related Topics

• Saving Sales Manager Forecasts
• Saving Sales Rep Forecasts
• Forecast Reports

General Notices