topic Re: Team Performance vs. Target - refreshed daily in Data Stories Gallery

Team Performance vs. Target - refreshed daily

pawel1 — Thu, 16 Nov 2017 12:47:02 GMT

How is my team performing against TARGET?

Select a TEAM MEMBER (click on a photo), a page with his/her score will open. Drill down to a single CUSTOMER by clicking a bubble on the map. Refreshed daily with previous day's sales.

Techniques:

Bookmarking + Link to Bookmark
Budgeting (as learned from Sam McKay's webinar yesterday)
Metric selection slicer (Quantity / Profit)
Period selection slicer (YTD, Last 30 days, Last Yearâ€¦)
UNICHAR arrows
Automatic refresh

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Re: Team Performance vs. Target - refreshed daily

SMuzzy — Fri, 19 Jan 2018 14:59:26 GMT

Can you tell me the steps you used to make this report. This is awesome and exactly the type of thing I need to make! Great job!

Re: Team Performance vs. Target - refreshed daily

pawel1 — Fri, 19 Jan 2018 18:00:09 GMT

Glad you like the report. The techniques ‘Toggle Switch’ , ‘Metric Selection’ and ‘Period Selection’ have been explained in the Bookmark Competition version of this report.

Where to start? Calculate dynamic TARGETS for Customers and Sales Reps. Dynamic, that is the target value will change depending on the selected period (Day, MTD, Last 30 days, YTD, etc). The way I did it:

Prepare customer annual targets (volume + profit) and enter into Customer Table (or pull from Excel). One annual target for one customer. Sales Reps are simply aggregation of several Customers, so there is no need to create separate target for Sales Reps.
Calculate targets in date context, something like this:

TargetInDateContext Profit =

VAR DailyTargetProfit = DIVIDE(SUM(Customers[Bud Cust Profit]),365,0)

VAR DaysInDateContext = COUNTROWS(Dates)

RETURN

DailyTargetProfit * DaysInDateContext

As simple as that. Once the TargetInDateContex formula is working, you can compare Actuals with Target for any selected period. Then follow up with visualisations.

Hope this helps

Re: Team Performance vs. Target - refreshed daily

SMuzzy — Fri, 19 Jan 2018 20:40:55 GMT

Thank you so much! I appreciate your help.

Re: Team Performance vs. Target - refreshed daily

brownlkt — Sat, 29 Sep 2018 19:33:51 GMT

This is an awesome Dashboard great job! Is there a way to directly download the pbix? I am super new to this and actually seeing how this was built as well as how you put it together would be a great starting place. I hope this is not asking too much.

Re: Team Performance vs. Target - refreshed daily

pawel1 — Sun, 30 Sep 2018 11:11:21 GMT

Glad you like it, brownlkt

no problem. let me know your email, I will send you the .pbix

excellab.at

Re: Team Performance vs. Target - refreshed daily

brownlkt — Sun, 30 Sep 2018 16:34:39 GMT

Thank you much! I have sent my email via your inbox.

Re: Team Performance vs. Target - refreshed daily

brownlkt — Thu, 04 Oct 2018 17:33:30 GMT

Just wanted to follow up with you again to see if you have had a chance to send me the .pbix file? I've sent my email via your inbox. Sorry to be a bother.

Re: Team Performance vs. Target - refreshed daily

Anonymous — Thu, 31 Jan 2019 17:25:48 GMT

hello my friend,

really amazing dashboard, i am new in this world and i am trying to learn always more in this world. Could you please send me this dashboard ? My email is Leeomachaado13@gmail.com

thank you so much for sharing this amazing job,

Re: Team Performance vs. Target - refreshed daily

Anonymous — Wed, 27 Mar 2019 17:23:15 GMT

Hi pawel1

I was wondering if you could also send me the .pbix file as well... my email address is pnoisin@yahoo.com

pawel1 wrote:

Glad you like it, brownlkt

no problem. let me know your email, I will send you the .pbix

excellab.at

Re: Team Performance vs. Target - refreshed daily

Anonymous — Fri, 05 Apr 2019 10:58:24 GMT

Congratulations! Great job !

I would like study this technics in detail.

Did you can send me the .pbix files ?

Re: Team Performance vs. Target - refreshed daily

atulanky — Fri, 05 Jul 2019 13:32:45 GMT

I realy like this report.. can you please send me this PBIX template at atulanky@gmail.com?

Re: Team Performance vs. Target - refreshed daily

Anonymous — Thu, 12 Sep 2019 04:54:35 GMT

Awesome Work,

Truly appreciate, if you can share the PBIX template at pavanmanavi@gmail.com..

Re: Team Performance vs. Target - refreshed daily

GEO1277 — Fri, 20 Sep 2019 13:59:13 GMT

Great work pawel1 everytime I try and create a report simular to what you produced it always ends up very poorly designed.

Keep up the wonderful work and thanks for the inspiration!

-Geoff

Re: Team Performance vs. Target - refreshed daily

Anonymous — Tue, 15 Oct 2019 19:48:46 GMT

Great work.
If can you share this Pbix with me, please, send me in a e-mail edolcosta@hotmail.com
Thank`s

Re: Team Performance vs. Target - refreshed daily

egis969 — Fri, 22 Nov 2019 20:25:45 GMT

Hi,

may i ask to send me the pbix?

Thank you in advanse.

Re: Team Performance vs. Target - refreshed daily

egis969 — Fri, 22 Nov 2019 20:27:37 GMT

Hi,

may i ask to send me the pbix?

Thank you in advanse.

egidijus.rms@gmail.com

Re: Team Performance vs. Target - refreshed daily

dstoltz11 — Fri, 27 Dec 2019 15:52:13 GMT

Hi! Would it be possible to send this template over to me? It looks fantastic!

dstoltz.11@gmail.com

Thank you!

Re: Team Performance vs. Target - refreshed daily

aan17 — Mon, 04 Oct 2021 08:10:42 GMT

hi Pawel please send me also at aan.8683@gmail.com