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kostask's avatar
kostask
Icon for Helper II rankHelper II
3 years ago
Solved

Calculating Achived Targets for different levels

Hi guys.

I came up with a problem that has to do with sales targets and rate of achievement. So we have 2 business units (A and B). Every BU has its salesmen (x,y,z). Every salesman has monthly targets for sales. At the end of the month, we can calculate the achieved targets, meaning sales over target per month per salesman

So we can see that we achieved 3 of 6 targets, which gives a 50% success rate.

I want to create a calculated measure to calculate the success rate per BU per month (ignoring the salesmen). As we can see for 2022-7, business unit A had a target of 25E (10+15) and sold 24E (9+15), which gives a success rate of 0%. For 2022-8 with a total target of 38E sold 38E which gives 100% and so on. Is it possible to calculate the above?

Thank you in advance for your time!

Kostas

2 Replies

  • philouduv's avatar
    philouduv
    Icon for Resolver III rankResolver III
    3 years ago

    Hey kostask ,

    I created a calculated column doing what you want :

    BU sucess =
    Var actual = CALCULATE(Sum(Table5[Actual Sales]),Filter(Table5,
    Table5[Business Unit] == EARLIER(Table5[Business Unit])
    &&
    Table5[Month].[Month] == EARLIER(Table5[Month].[Month])))

    var expected = CALCULATE(Sum(Table5[Sales Target]),Filter(Table5,
    Table5[Business Unit] == EARLIER(Table5[Business Unit])
    &&
    Table5[Month].[Month] == EARLIER(Table5[Month].[Month])))

    Return (IF(actual >= expected,100,0))

    Basically you have 2 variables summing expected and actual sales by month and business unit.

    You can change the return if you want the accurante percentage by doing the calcul in the IF Condition.

    Best regards,