Forum Discussion
Setting a Quarterly Target
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.
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.
4 Replies
paulfink
Can you share some sample data and the expected result to have a clear understanding of your question?
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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
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.
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
