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Helper I

## Daily goal reach by sales channel

Hi everyone,

i'm trying to make a report that shows the daily goal reach by sales channel..

here is one example of how i want it:

 December 1 - 28 Channel Amount Cumulative Goal Cumulative Goal Reach Telephone Sales \$     123.985 \$              105.644 85% Sales Reps \$     265.411 \$              326.587 123% Distributors \$     423.156 \$              378.915 90%

The goals change every month so i have a diferent table with the individual goal for every channel in each month.

how can i calculate the cumulative goal reach by channel?

this must work with the Date visual acting as a filter.

4 REPLIES 4
Microsoft

Hi @Raul09,

Could you please mark the proper answer as solution or share the solution if it's convenient for you?

Best Regards!
Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Microsoft

Hi @Raul09,

If you want to accumulate them by channel, you can use a simple formula like this.

`Cumulative Goal = sum([goal])`

1. How to accumulate? Yearly? Monthly?

2. What kind of data do you have? Can you share a sample please?

Best Regards,

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Helper I

Hi @v-jiascu-msft thanks for the reply.

I'm using a formula like that, the problem is separating the channel goals..

Can you give me an example of how my goal table has to be? and the formula to calculate them individually?

maybe using something like

01/31/2017   Distributors         350.000
01/31/2017   Telephone Reps  250.000

Microsoft

Hi @Raul09,

Please check out a demo here. You don't need to separate the channels. Just add them in the table.

How to accumulate goals?

Best Regards,

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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