Forum Discussion
Next calendar quarter
Hi,
Failry new to all this and trying to feel my way around something completely foregin.
I have some sales forecasts that I want to show on a rolling quarter basis. For example, we're in Q1 (Jan, Feb, Mar) now, but i want to show what we're forecasting for Q2 (Apr, May, Jun). I'll need to calculate our estimated wins from the figure - Total forecast in Q2 × Win rate %.
Thanks
Phil
2 Replies
v-yulgu-msftMicrosoft Employee
Hi Philwantling,
Please follow this blog to provide more detailed information, including dummy data and desired output.
Regards,
Yuliana Gu
OK, I'll see if I can add some context.
We estimate sales in future quarters. I want to be able to divide the sum of my future estimates by a win rate to achieve how much business i think we're going to win in that future period at our current win rates.
Data is provided similar to the below.:
Closed Closed Date Estimated Closing Date Estimated Value TRUE 01/01/2018 01/01/2018 £100.00 TRUE 01/02/2018 01/02/2018 £101.00 TRUE 01/03/2018 01/03/2018 £102.00 FALSE 01/04/2018 01/04/2018 £103.00 FALSE 01/05/2018 01/05/2018 £104.00 FALSE 01/06/2018 01/06/2018 £105.00 This table is linked to the FullDateAlternateKey field within a seperate date table which i created from this tutorial: http://radacad.com/create-a-date-dimension-in-power-bi-in-4-steps-step-1-calendar-columns
Estimated Closing Date *:1 FullDateAlternateKey
