Forum Discussion
Helper IISum if Sales Rep Above Goal
Hi, I have a ordes table, a table for sales rep goal by quarter and a date table. I would like to group sales reps by percentage of revenue QTD above their goal in 5% increments. How would I write a measure to do this?
EDIT:
The end goal is something like the visualization below. Each of the colored lines represents the total value of for sales reps that land in a 5% increment bucket. For example, red would be sum of all sales reps who's total QTD revenue is between 0%-5% above the goal, orange bewteen 5% to 10%, etc.
4 Replies
- amitchandak
Super User
nbs33 ,
Measures like (common date table, common sales rep table )
QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
QTD Goal= CALCULATE(SUM(Sales[Goal]),DATESQTD(('Date'[Date])))
Achieve % = divide([QTD Sales] -[QTD Goal] ,[QTD Goal])
countx(filter(values(salesrep[salesrep]), [Achieve %] >.05) , [Salesrep] )
- ValtteriN
Community Champion
Hi,
You can use MROUND to achieve this:if( Sales[Gross profit rate]>0, MROUND(Sales[Gross profit rate],0.05), MROUND(Sales[Gross profit rate],-0.05))),0)
Thiss will round the measure (in mu example gross profit) to 5% increments. You can use your QTD measure as a base measure and then just compare this QTD measure to a QTD target measure (all within the MROUND)
I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!
My LinkedIn: https://www.linkedin.com/in/n%C3%A4ttiahov-00001/
