ANS-1895 · ONEWORLD & MULTI-SUBSIDIARY
How to Manage Sales Forecasts with Subsidiaries in NetSuite OneWorld
NetSuite OneWorld users can independently manage sales representative and sales manager forecasts, allowing for distinct forecasts per subsidiary.
Short answer
NetSuite allows sales representatives and managers to independently edit their forecasts, separate from existing opportunities and quotes. For NetSuite OneWorld users, a unique forecast can be maintained for each sales rep or manager per subsidiary. Selecting a parent subsidiary's forecast will encompass the data for that subsidiary and all its child subsidiaries.
Scenario
Organizations utilizing NetSuite OneWorld often require the ability to manage sales forecasts across multiple subsidiaries. A common need is to ensure that sales representatives and managers can adjust their forecast figures independently, while also accurately reflecting the consolidated performance of parent and child subsidiaries.
Solution
NetSuite provides functionality to manage sales forecasts with subsidiary considerations, particularly for OneWorld accounts.
Sales representatives and sales managers can independently edit their forecast figures, separate from the data derived from existing opportunities and quotes.
For NetSuite OneWorld implementations, it is possible to save a distinct forecast for each sales representative or sales manager per individual subsidiary.
When a parent subsidiary is selected for forecasting, the displayed forecast data will automatically represent the combined forecast for that specific parent subsidiary and all of its associated child subsidiaries.
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