Daily goal reach by sales channel

[Raul09]

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.

Thanks in advance.

[v-jiascu-msft]

Hi @Raul09,

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

Best Regards!
Dale

[v-jiascu-msft]

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

[Raul09]

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

[v-jiascu-msft]

Hi @Raul09,

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

What is your original data? 

How to accumulate goals?

Best Regards,

Dale