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ChrisWeeks92's avatar
ChrisWeeks92
Icon for Helper I rankHelper I
8 years ago

DAX Measure to acheive target KPI

The company i work for have a client which gets audited on 5 different sites every day. The client has a KPI of 95% for each site which they need to acheive at month end. If they do not acheive the t...
Need Help
Spurta's avatar
Spurta
Frequent Visitor
8 years ago

 

Daily Average to Quota =
IF (
    CALCULATE ( SUM ( Quotas[Quota] ) )
        - CALCULATE ( SUM ( 'Sales Invoiced'[Extended Amount] ) )
        > 0,
    (
        CALCULATE ( SUM ( Quotas[Quota] ) )
            - CALCULATE ( SUM ( 'Sales Invoiced'[Extended Amount] ) )
    )
        / [Selling Days left in Month],
    0
)

 

 

Not sure if you already had this issue answered, but if it helps... I've set up something similar with reporting on a Sales vs Quota report, showing what daily average is needed for the remainder of the month to hit Quota. If you replace Quota with KPI and sales with audit scores, I'd imagine it's the same concept.

 

Using the above (along with various other formulas) I've been able to create metrics like the following:

 

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Spurta  

    Hi, The metric looks amazing! Would you be able to show us how you made that projected sales gauge? There is a projected sales you can use on line graphs, but I would like to use it on other visuals.

     

    Thanks!