VERSICH
Customized Probability Computation on Opportunities (NETMAP Model)

- 2,000+Opportunities Automated Monthly
 - 100%Sales Team Adoption
 - EditableScoring Model
 - VisualOpportunity Matrix View
 
Background - The Client Challenge
A sales-driven organization 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:
- 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.
 
 - 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.
 
 
 - On creation/edit of an opportunity:
 - 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: Automated probability calculation across ~2000 opportunities per month since Q1 2024.
 - Flexibility: Sales leadership can modify scoring models without technical support.
 - Clarity: Users can visually review the scoring matrix for every opportunity, improving forecasting accuracy.
 - Adoption: Fully integrated into the client’s sales process, replacing manual probability estimations.