Customized Probability Computation on Opportunities (NETMAP Model)

Customized Probability Computation on Opportunities (NETMAP Model)
Opportunities Automated Monthly

2,000+

Opportunities Automated Monthly

Sales Team Adoption

100%

Sales Team Adoption

Scoring Model

Editable

Scoring Model

Opportunity Matrix View

Visual

Opportunity Matrix View

Background - The Client Challenge

A sales-driven organisation wanted to replace NetSuite's default opportunity probability with their proprietary NETMAP model.

The NETMAP model uses six components: Need, Expectation, Time, Money, Authority, and Preference. Each with:

  • Its own weight
  • A set of questions and possible answers scored 1 to 3
  • Corresponding percentage conversion rates

The client needed:

  • A way for users to update weights, questions, and scoring values over time
  • Automated calculation of probability when an opportunity is created or updated
  • A clear, visual matrix showing the scoring breakdown directly on the opportunity record

Our Solution

We implemented a flexible, fully editable NETMAP model in NetSuite.

1. Custom Records for Model Configuration

1. Custom Records for Model Configuration

  • Created custom records for NETMAP components and the overall model.
  • Allowed administrators to edit weights, questions, answers, and scoring rules without scripting changes.
2. Automated Probability Computation via User Event Script

2. Automated Probability Computation via User Event Script

On creation/edit of an opportunity:

  • Dynamically generates questions and scoring options based on the active NETMAP model.
  • Calculates probability using component weights and scores.
  • Updates the probability field on the opportunity record automatically.
3. Matrix View on Opportunity Record

3. Matrix View on Opportunity Record

  • Implemented an inline HTML field to display the scoring breakdown in a matrix format.
  • Shows previous answers and computation history for transparency.

Business Impact

Efficiency

Efficiency

Automated probability calculation across approximately 2,000 opportunities per month since Q1 2024.

Flexibility

Flexibility

Sales leadership can modify scoring models without technical support.

Clarity

Clarity

Users can visually review the scoring matrix for every opportunity, improving forecasting accuracy.

Adoption

Adoption

Fully integrated into the client's sales process, replacing manual probability estimations.

REVIEWS

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