Setting a Quarterly Target

[paulfink]

hi guys,

Is it possible to set a quarterly target?

So the sales team have to hit a quarterly target that is a fixed number for this year.

goes something like if salesperson >= quarterly target then would be "X" amount bonus

E.g. if Tony hits his target of 100 presentations in one Quarter, he is given £100.

[amitchandak]

@paulfink , I think it should be possible.

Can you share sample data and sample output in a table format?

This video is about, Target(Monthly, Quarterly, Yearly) and Actual (Daily). See if this can help

https://youtu.be/yPQ9UV37LOU

[Fowmy]

@paulfink 

Can you share some sample data and the expected result to have a clear understanding of your question?
You can save your files in OneDrive, Google Drive, or any other cloud sharing platforms and share the link here.
____________________________________
How to paste sample data with your question?
How to get your questions answered quickly?

_____________________________________
Did I answer your question? Mark this post as a solution, this will help others!.

Click on the Thumbs-Up icon if you like this reply 🙂

YouTube, LinkedIn

[paulfink]

There is no sample data as i haven't been able to make anything that works.

Not sure what else to put.

This is going into a table that has other payment factors that go along with the sales team's plan.

It looks at the total sales they have made in the Quarter and will look at their target if it greater than or equal to it will award a fixed amount to them

[v-xicai · Accepted solution]

Hi @paulfink ,

Assuming  you have a sale table named  'Table1' which have column [SalesPerson], [SaleAmount] and [Date], then you may create measure like DAX below .

Award =
VAR _SaleTarget = 100
VAR _AwardAmount = 1000
VAR _TotalSale =
    CALCULATE (
        SUM ( Table1[SaleAmount] ),
        FILTER (
            ALLSELECTED ( Table1 ),
            Table1[SalesPerson] = MAX ( Table1[SalesPerson] )
                && YEAR ( Table1[Date] ) = YEAR ( MAX ( Table1[Date] ) )
                && QUARTER ( Table1[Date] ) = QUARTER ( MAX ( Table1[Date] ) )
        )
    )
RETURN
    IF ( _TotalSale > _SaleTarget, _AwardAmount, BLANK () )

Best Regards,

Amy 

Community Support Team _ Amy

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