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LeFennec's avatar
LeFennec
Frequent Visitor
9 years ago

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...
Need Help
Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
8 years ago

Hi LeFennec,

 

Please share the layout of both tables - Actual and Quotas.

LeFennec's avatar
LeFennec
Frequent Visitor
8 years ago

Quotas above.  Sales data like this:

 Total Sales AreaTerritoryBilling DateQuarter
 $        3,709.44EMEADACH1/15/2017Q117
 $        6,342.08WestNorthwest1/9/2017Q117
 $      29,780.65EMEADACH2/6/2017Q117
 $      30,660.25APACANZ3/15/2017Q117
 $      24,369.62EastNortheast3/30/2017Q117
 $        3,781.43EMEAFrance3/30/2017Q117
 $      28,097.44WestTexas2/28/2017Q117
 $      29,417.17EMEAMedit1/15/2017Q117
 $      24,404.36APACChina1/9/2017Q117
 $        1,096.71EastNortheast2/6/2017Q117
 $      24,492.81EMEAUK3/15/2017Q117
 $      26,379.04WestNorthwest3/30/2017Q117
 $      20,119.82EMEAFrance3/30/2017Q117
 $      30,241.95APACChina2/28/2017Q117
 $      22,196.34EastSoutheast1/15/2017Q117
 $      28,430.71EMEAUk1/9/2017Q117
 $      30,624.26WestTexas2/6/2017Q117
 $      31,307.53EMEADACH3/15/2017Q117
 $        7,730.61APACANZ3/30/2017Q117
 $      11,257.21EMEADACH2/6/2017Q117
 $      25,712.24WestNorthwest3/15/2017Q117
 $      26,039.12EMEADACH3/30/2017Q117
 $        7,016.67APACANZ3/30/2017Q117
 $      27,627.18EastNortheast2/28/2017Q117
  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    8 years ago

    Hi,

     

    This one took a while to solve.  Download the .pbix file from here.

     

    Hope this helps.