Hello,
I am working on a report where I need to track the monthly sales vs. the target monthly sales.
I created a formula to add the target monthly sales to the report now I need two more formulas
1. that will give me the %target
2. that will give me the remainder left to hit the target.
I have attached is a sample report and an example of what I am trying to achieve. Any help is greatly appreciated.
Hi Bella,
You should be able to create 2 report summary formulas to do this.
What kind of formula is your monthly target goal? If it's a formula on the record, you could do something similar to this: (pretending this is on opportunity)
AVG:MONTHLY_GOAL - SUM:Amount
If you have a bunch of opportunities with the target of $1M listed, if you used the SUM, it would add these up across all opportunities, whereas the AVG, or even the MIN/MAX should give you the actual goal
For the percentage you should be able to do something like:
SUM:Amount / AVG:MONTHLY_GOAL
Thanks,
Mikey
