Forum Discussion

Heiner26's avatar
Heiner26
Frequent Visitor
2 years ago

Creating Forecast based on Pipeline Values between Dates and conversion rate

Hey everyone, first of all: great support you give to the community 👏 encourages me to keep on discovering the potential of Power BI. Was searching this forum for a solution for the challenge i fa...
Need Help
Heiner26's avatar
Heiner26
Frequent Visitor
2 years ago

sure - here you go:

Data Table:

Project NamePhaseStatusDatePhase1DatePhase2DatePhase3DatePhase4Value
A1live01.08.202314.04.202425.09.202403.06.2025150
B2rejected15.09.202315.04.202401.10.202405.07.202580
C3live23.09.202318.06.202418.10.202416.09.2025200
D2live14.10.202322.07.202420.12.202413.08.202550
E4live17.01.202305.03.202417.06.202431.12.202480

 

desired outcome (forecast for each phase based on current phase and enter dates):

 2024
 010203040506070809101112
Phase 2008023023035040040025050500
Phase 30000080808080280280238
Phase 40000000000080
lbendlin's avatar
lbendlin
Icon for Super User rankSuper User
2 years ago

What should happen when multiple project phases fall into the same month (or quarter) ?

  • Heiner26's avatar
    Heiner26
    Frequent Visitor
    2 years ago

    when multiple project phases fall into the same month (or quarter) the value - according to the conversion rate - should be shown in pipe for each phase.

     

    eg. a Project is in phase 2 and the calcualted date to be in phase 3 is on 01.03.25 and to be in phase 4 on 30.03.25. Then for March 25 75% of value should be shown in pipe of phase 3 and also for March 25 35% of value should be shown in pipe of phase 4 ☺️