New SuiteAnalytics Workbook Template for Intelligent Item Recommendation Conversions

Oracle has added a pre-built SuiteAnalytics workbook template — Intelligent Item Recommendations: CRM Conversion — that surfaces conversion and revenue data tied to Intelligent Item Recommendation (IIR) activity on CRM transaction records.

What changed

A new workbook template is available under Analytics > Workbooks > Workbook Templates. It targets three transaction types that support IIR: sales orders, estimates, and opportunity records. The workbook ships with three tabs:

• Recommendation Conversions Table — Breaks down IIR conversions by date, scenario, employee, customer, transaction, transaction type, and item. This is the primary detail-level view for measuring whether recommended items were actually added to transactions.
• Estimated Revenue Table — Aggregates estimated revenue attributed to IIR-driven line items.
• Daily Estimated Value Area Chart — A 30-day rolling visualization of daily aggregated estimated revenue from IIR conversions.

The workbook depends on a companion dataset: Intelligent Item Recommendations: CRM Conversion Dataset. This dataset exposes the underlying record joins and fields the workbook queries. If you need custom analytics beyond what the template provides, you can build your own workbook against that dataset or clone the template.

What the source does not clarify

The release notes do not specify:

• Which NetSuite release introduced this workbook (no version is cited in the source page).
• Whether the IIR CRM Conversion dataset is available via N/query (SuiteQL) or only through the workbook UI.
• Whether any feature prerequisites or SuiteApp dependencies (e.g., the Intelligent Item Recommendations SuiteApp) must be enabled before the template appears.
• Whether the "scenario" dimension in the conversions table maps to a standard NetSuite field or an IIR-specific custom field.

What to do

1. Navigate to Analytics > Workbooks and check the Workbook Templates list for the Intelligent Item Recommendations: CRM Conversion entry. If it is not visible, confirm that Intelligent Item Recommendations is enabled in your account (check Setup > Company > Enable Features).
2. If you have existing custom analytics around IIR adoption, compare your data sources against the new IIR: CRM Conversion Dataset to see if you can consolidate onto the out-of-the-box dataset.
3. For programmatic access, test whether the underlying dataset is queryable via N/query by running query.create({ type: query.Type.TRANSACTION }) and joining on IIR-related fields. Oracle does not confirm API-level access in this documentation.
4. Clone the template workbook before customizing — edits to a template workbook may be overwritten by future updates.