I'm having trouble making a pivot table that will show me the running sum of our sales broken out over order days prior to opening, next to the season goal amount, and then track the running sales to goal. Here's what I'm trying to see:
Order days prior to Open Total Paid/Reserved Value Goal % to Goal
-4 250,000 1,000,000 25%
-3 500,000 1,000,000 50%
-2 750,000 1,000,000 75%
-1 1,000,000 1,000,000 100%
Has anyone build anything like this? What is the trick to getting the goal to stay static (based on budget amounts for all the performances in one season)?
I've tried suggestions I've found in other posts (like this one), but the goal amounts shift over each day prior to opening.
Any help is always greatly appreciated.
Thanks,
Michael
Hi Michael,
There was a discussion about something similar a few months ago that you might also be interested in looking at:https://community.tessituranetwork.com/topical_groups/analytics-coffee/f/discussions/30795/sales-pacing-chart---inputting-goals-budgets
The example relating to ticket counts, but it can easily be changed to sales and the budget amount can be used instead of hard-coding a goal. It references comparable productions to create an index value pacing towards the goal.
I hope the example in there helps!
This is an amazing resource. Thank you for referring me to this discussion, Christine!
The link to the walk through with Christine Wingenfeld is in the analytic coffee! files here
https://community.tessituranetwork.com/topical_groups/analytics-coffee/m/files/57683