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
