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KRISH80
Helper II
Helper II

Scoring an account based on its Achievement, Forecast accuracy and Funnel Coverage

Dear Experts,

 

I have a list of 225 accounts and i need to score each account out of 100, based on its % achievement of target, % forecast accuracy and funnel coverage ( which indicates how much funnel is left in the system to sell the reminder of target/quota).

I have created 3 measures to calculate % achievement, % forecast accuracy and funnel coverage.

The data would look like below : 

Global Client NameClient Manager% Achieved% Forecast-AccuracyFunnel CoverageFinal Score out of 100
Honda Motor Co., Ltd.Satoshi Isoda12.50%200%1.2 
Kasikornbank GroupAlisa Chamnianlap15.56%93%5.2 
Nissan Motor Co., Ltd.Satoshi Isoda4.06%100%3.1 
Accident Compensation CorporationGreg Brown2.91%98%4.2 
SUMITOMO MITSUI FINANCIAL GROUP, INC.Keita Nomura7.09%50%2.0 

 

The weightage that we wants is, % achievement would carry 50% weightage of total score ( i.e. since i need to score out of 100, % achievemnt would carry a maximum score of 50 ) like wise, % forecast accuracy would carry 25% and Funnel coverage would carry another 25%. 

 

The table below discribes how i want to score

Attainment %ScoreForecast Accuracy %ScoreFunnel Coverage RatioScoreFinal Score
>=100%50>=100%25>=525100
>=85%40>=85%20>=42080
>=60%30>=60%15>=31560
>=50%20>=50%10>=21040
>=30%10>=30%5>=1520
<30%0<30%0<100

 

I need your help to come up with a DAX to arraive at a Final Score for an account. I will be craeting a Matrix visual to show all the data with a date sclicer. I do have a seperate calendar table in my data model.

 

Thanks in advance for all your help and support.

Krishna

1 REPLY 1
lbendlin
Super User
Super User

You can use three SWITCH() statements and then add the results up according to your weighting.  Have you tried that?

 

something like 

 

result = .5 * switch(true(),attainment>=1,.5,attainment>=.85,.4,...attainment>=.3,.1,0)+ .25*(...) +.25*(...)

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