Forum Discussion
Creating a monthly and quarterly based on Target and date specified
Hello,
I hope all is well.
I am currently working a table that will show a monthly, quartely and YTD target based on the quota provided and I am not sure what to do.
Here is my table sample:
| Sales Person | Quota |
Liz Keen | 10,000,000 |
| Don Ressler | 8,500,000 |
| James Spader | 2,500,000 |
| Harold Cooper | 12,000,000 |
| Earl Magnate | 7,500,000 |
Each Sales Person should accomplish 50% by the end of Dec 31, 2023, 75% by the end of April 30, 2024 and 100% by June 30, 2024.
Ex.
For Sales Rep Liz Keen:
50% accomplishment by Dec 31st, 2023 = 5,000,000
75% accomplishment by April 30th, 2024 = 7,500,000
100% accomplishment by June 30th, 2024 = 10,000,000
The table output should look like these:
| Target | Achievement | Variance | |
| Month | |||
| Quarter | |||
| YTD |
Hoping for your help. As I really don't know where to start.
Thank you in Advance.
Earl
1 Reply
Next step would be to add the actuals (with dates). I would also add a trendline/extrapolation so you can show them where they land based on current performance.
