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Hi all.
Could you please share with me how to adopt a method that works with quarterly targets versus daily data.
There is a leads table with the following information
leadID | Created Date | Convereted Date |
In addition, two targets are planned for each quarter:
Quorter | Target Leads | Target Converted |
Q1/23 | 375 | 30 |
Q2/23 | 375 | 30 |
Q3/23 | 375 | 30 |
Q4/23 | 375 | 30 |
In selected years, I need to show quarterly the actual versus target
In future i will have filters by lead source, department , etc...
link to PBIX :
Sample PBIX
Thank you, Rita
@RitaFFFF1233 , I usually allocate the target
Power BI Allocating Targets- closingbalancemonth, closingbalancequarter, closingbalanceyear:https://youtu.be/yPQ9UV37LOU
Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-...
Distributing/Allocating the Yearly Target(Convert to Daily Target): Measure ( Daily/YTD): Magic of CLOSINGBALANCEYEAR With TOTALYTD/DATESYTD: https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Yearly-Target-C...
You might have to use datesqtd and closingbalancequarter
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