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vehloaaron's avatar
vehloaaron
Frequent Visitor
3 years ago

Forecasting Lead Volume Using Moving Average

PBI Community - Looking for some help on a using a moving average to forecast out where my lead or sales actuals will end up for at quarter end.  Researching in the community I can see mix results of others trying this.  At the end of the day I'd like to use some run rate to forecast.  I was able to accomplish this in Excell using Average w/ Offset on a date and sum values.  In PBI I am hitting a snag when adding the measures to my to my table here is what I have, any help on this would be greatly appreciated

 

MEL Count = CALCULATE(COUNT(Leads[MEL Date Only]),Leads[MEL Date Only]<>BLANK(),USERELATIONSHIP(Leads[MEL Date Only],'Date'[Date]))
 
MEL 60 Days Count = (CALCULATE([MEL Count],DATESINPERIOD('Date'[Date],LASTDATE('Date'[Date]),-61,DAY)))
 
MEL 60 Day Avg. = DIVIDE([MEL 60 Days Count],60,BLANK())
 
Days Remaining In Quarter = DATEDIFF(TODAY(),ENDOFQUARTER('Date'[Date]),DAY)
 
EOQ MEL Forecast = [MEL 60 Day Avg.]*[Days Remaining In Quarter]
 
Have the following tables: 
 
Date--> Montly Target --> Status 
MEL Date
Date
 
So a target table related to date table and a table with data with leads that I coun the mel date.  
Need Help

1 Reply

  • v-zhangti's avatar
    v-zhangti
    Community Support
    3 years ago

    Hi, vehloaaron 

     

    Can you provide sample data for testing? Sensitive information can be removed in advance. What kind of expected results do you expect? You can also show it with pictures. I look forward to your response.

     

    Best Regards,

    Community Support Team _Charlotte

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