I'm trying to create a goal or benchmark for each location in one chart. Is there a way to set a goal for each grouping and have it show on the chart? Like New Latitude I want it to show a goal of $180k so we can see how much further to go we have for each location. Would be fine if it's just a table too.
Also would be nice to sum them all up and see if we have reached our overall goal which is the yellow line, but not sure that's possible in one report.
2 respuestas
Eric Praud (Activ8 Solar Energies) Forum Ambassador
Hi Will,
You could add a "Goal" field on Locations and populate it for each Location.
You can then create a report, group it by Location name.
Make sure you add the Amount and Goal columns and make sure they are summarised> Sum
Now create a bar chart, with Location Name on the Y Axis and Amount on the X Axis
Click on "+ Measure" and select "Sum of Goals"
I have done the same in my dev org on Opportunities (instead of Locations for you) and here what it looks like: