RE: Share of Wallet or competitor analysis

Does anyone know if NetSuite can handle share of wallet or competitor analysis or anything similar ?

Yoggy42 Beginner Asked on October 30, 2019 in Marketing.

I suppose that depends on what you mean by “handle”. Certainly you could design custom records and such to input and track information on Competitors, then build reports around those records.

on October 31, 2019.
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1 Answers

The native feature is “Competitors” as @Eric Grubaugh mentioned.  Check out:

“Competitors” SuiteAnswer Id: 9622

“Using Opportunities” SuiteAnswer Id: 9617

“Opportunity Reports” SuiteAnswer Id: 9611


It’s basically just another entity record that you can record to know who you were competing against on opportunities, who won/lost, and maybe enter some details/information on why.  If you want more you could either build something yourself or look for SuiteApps/SuiteBundles that someone else has already built.



Intermediate Answered on October 31, 2019.

Thank you for this James

on December 2, 2019.
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