I'm working on a couple of dashboards - one for attendance and one for memberships. For attendance, we have two goals we set as an organization. One is for revenue, and the other is people through the door. I've figured out how to set up a widget for general admission revenue to-date, compared to the revenue goal attached to the campaign. So that's not a problem. But I haven't found anywhere in Tessitura where I can enter a goal for actual attendance (particularly since it isn't necessarily based just off of purchased tickets - it would be purchased tickets, member visits, group sales, certain specific performances, school visits, etc - all of which have their own campaigns).
Also, when it comes to membership sales, we have an overall revenue goal for the year, but the team actually breaks that down monthly according to membership type. Seeing that they're X% to their overall goal is less useful to them than seeing "July's goal for the Discovery Builder membership was $XXX,XXX and we hit $YYY,YYY." Without making a different campaign for each monthly goal by our 15 different membership types (which sounds like an absolute nightmare), I can't figure out a way to create a formula that compares Discovery Builder membership sales last month to a hard-coded goal for the month.
I saw you can hard-code some things using Case statements, but I could only figure out how to do that to correct data that already exists in our system (like membership scans that weren't read during our conversion period in June). Is there a way to use case statements - or any other formula - to tell the system to calculate a percentage of ticket sales or attendance to a hard coded goal?
Hi Josephina! I'm not sure if this is exactly what you're after but if you're using indicator widgets I actually just type in the number and then use the number in a formula to get the % to target for attendance figures as below:
This has the ticket count as a value and then you can literally just type in the 'max' value as a number (you just have to remove any commas so 27,092 is just typed in as 27092
Thank you so much! I think that will work!
If you're feeling particularly saucy, I like to incorporate color indicators to show progress
I have a Secondary Value for seat counts, but I usually hard code in the % to goal there: ([Total Ticket Paid Value]/####)where #### is the entered goal value.
Like this one:
Stealing that visualization idea. It's all mine now. lol.
Okay, that's BEAUTIFUL and I'm definitely going to steal it.
Greg this is genius! Absolutely incorporating this in the future.