Forum Discussion
Total Sales and Quota
I have quarterly sales targets (Quotas) at the Area level. What needs to be done to match the quarterly actual sales data to the quarterly quotas? My Sales Data has the Areas lined up with the Area...
v-yulgu-msft
Microsoft Employee
Microsoft EmployeeHi LeFennec,
If I understand correctly, the table in your post is your desired result, right? You said you want to line up dates in the two tables, what are these two tables? Please share us the sample data stored in your source table (table structure) so that I can test for you.
Best regards,
Yuliana Gu
The DB has field Area which aligns to East, West, EMEA, etc.
I want to take the total Sales by Area and create a table using the targets and total sales as results.
Like this:
| Q1 Actuals | From DATA | From Targets | Calculation | Calculation |
| Area | Q1Tot Sales | Q1 Target | Q1 Attain % | Q1 To Go to Target |
| East | 2,211,300 | 1,950,000 | 113.4% | -261,300 |
| West | 1,014,039 | 963,000 | 105.3% | -51,039 |
| EMEA | 2,031,894 | 2,157,000 | 94.2% | 125,106 |
| APAC | 492,724 | 619,000 | 79.6% | 126,276 |
| Other | 432,551 | - | NA | NA |
| Worldwide | 6,182,508 | 5,857,453 | 105.5% | -325,055 |
The Target table would look like this and populate the Q1 Target column:
| Targets/Quota | |||||
| Area | Q1 | Q2 | Q3 | Q4 | 2017 |
| East | 1,950,000 | 2,134,000 | 2,018,000 | 2,716,000 | 8,818,000 |
| West | 963,000 | 1,121,000 | 1,099,000 | 1,477,000 | 4,660,000 |
| EMEA | 2,157,000 | 2,240,000 | 2,052,000 | 2,764,000 | 9,213,000 |
| APAC | 619,000 | 643,000 | 589,000 | 793,000 | 2,644,000 |
| Other | - | - | - | - | - |
| Worldwide | 5,857,453 | 6,346,240 | 6,145,875 | 8,198,433 | 26,548,001 |