I am trying to solve for a corrective action request inside a Power BI report. I have added a screenshot of the report. The basis of the corrective action is to make sure that sales are being hit ...
I have tried to add the file here but it says "The file type (.pbix) is not supported". I am needing to be able to create a "Notes" field or measure that can create a corrective action status for each month. The criteria is based off the data below. 4 of the areas data is based off columns and 2 are based off measures. Cash Sales Cash Sales Per Hour Total Sales Total Sales per Hour Cash Sales YTD % to Goal Total Sales YTD % to Goal.
1. If the advisor doesn't hit goal for Cash sales in the month, total sales in the month, Cash Sale per hour, Total Sales per hour, but they do hit the YTD total for Cash sales and YTD Total Sales then they get - Training Refresh
2. The next month if they do the same thing then the corrective moves up a notch to a Coaching Level 1 -Written coaching 3. if the advisor misses 3 months in a row then it moves to a Level 2- Performance Improvement Plan to be resolved in 30 days 4. if the advisor misses again for the 4th month in a row then it moves to a Level 3 -Final Corrective Action issues for 30 days 5. if the advisor still misses for 5 months in a row then the final stage is Termination
6. The caveat to each of these is if they complete the task requirements of any of them then it resets back to the beginning where no corrective is assigned.
