Hi there! Has anyone made a sales pacing chart? I was tasked with creating an 11 weeks out pacing chart for single ticket sales. I am not seeing how I can input specific goal amounts into pivot tables that do not already live within Tessitura. When I use Order Weeks Prior to Performance, weeks without any activity don't appear (despite needing them for tracking). I'm also just struggling to see how this can be created as a Dashboard, but can easily see how this would be an Excel document/Google sheet. Does anyone have an example of widgets, or dashboards, that might help me along this? Any advice is appreciated. Thanks,
Hi Michael,
I have a widget with some formulas that might be similar to what you are trying to accomplish. It involves hard-coding numbers for goals into the formulas and determining comparable productions from previous years.
In this widget below, the goal is a calculation based on past sales and the production's goal and then the orange line is the actual sales. Since the gray bars use past years' data they'll appear even if the current sales aren't to that week yet.
The dashboard itself is filtered to select a current year production and three comparable productions from prior years.
The formula I have for the Goal bars is:
(RSUM(([Total Ticket Count], [Season Fiscal Current Year Offset])))/(( [Total Ticket Count],ALL([Order Weeks Prior to Closing]), [Season Fiscal Current Year Offset]))*5950
The season fiscal year offset filtered values exclude "0" (the current year), so using the productions selected on the dashboard from prior years, it creates an index of where you typically would be to total sales by this week in time. Then the hard-coded number in there is the single ticket goal for this year's production.
Then for the Current Year, the formula I have is:
RSUM(([Total Ticket Count], [Season Fiscal Current Year Offset]))
And the season fiscal year offset is set as including only "0" for the current year.
You could use filtered values to select the specific productions instead of going the fiscal year route. And switching ticket count to total paid amount would give you sales. I liked to have a ticket tracking widget next to my sales one for comparison.
Though if you want a more simple route, something that comes to mind is just hard-coding your goal as a straight line in your widget. So your formula would just be the goal amount. And then you could have another line or bars for actual sales. I think there is another example of this somewhere in the forums, but here's a quick idea:
I hope that helps or at least gives you an idea to work with!
~ Christine
Thanks for Sharing this Christine! I was able to implement for SCT today. It solidified what I always thought about the importance of choosing comps that are in the same time frame of the season when we're forecasting. Our first show of the season appears especially behind because the comps were more toward the end of the season. You've provided a good visual for allowing me to argue that point going forward. Thanks again!
That's a great point, Kanani! It's not just about being a similar show but the time of the season it's produced.