Progress to Goal

Hi Asma,

I believe budget / goal information is not currently stored in the analytics cube. Pretty sure that's coming in v16 though. 

Hi Jonathan,

Thank you.

I'm so glad you asked. it's a Text Book case for Multi-pass agregation! If you are using the "budget" fields in the performance, they add up to a Production Season total budget.  BUT you'll quickly find that if you are doing a SUM  you'll note that it's WAY too high. Our good pal Chris Wallingford has talked about this before.

Help has this to say:

Goal amounts (from campaigns, funds, and designations) and budget amounts (from performances) can be inflated when referenced in widgets because the way data is structured in the data cubes links each individual contribution or ticket sale back to its goal/budget amount

https://www.tessituranetwork.com/Help_System/Content/Tessitura%20Analytics/Designing%20Dashboards/Multi-Pass-Aggregation.htm

The forumula is pretty easy, what it does is add things up grouped by the Perf ID rather than every line of data on the Constituent level.

SUM ([Performance ID], MAX(Budget Amount)) 

Sing out if you need a hand

Hi Heath,

Thank you, this is amazing, I am going to give this a try and will definitely reach out if I get stuck.  

In the same vein as Heath's answer, Chris Wallingford shows some examples of this working in the Part 3 video in the analytics webinar series here (starts around 3 min mark, centered mostly on contributions but the same concept): https://www.tessituranetwork.com/Items/Videos/Training/Analytics/Webinar-Collection

Hi, we use the budget amount in performances and set up a simple formula that tracks revenue to budget to measure progress.

I've also run into the situation Heath has described, so if you do have different prod seasons in the same widget it can cause a discrepancy.

Hi Michael.  I am really new to using analytics and do need to do something similar to what you are showing per performance tracking revenue to goal/budget. For your Revenue to Budget column do you also use the "Total Budget Amount" under Performance Detail but then apply a formula?  May I ask what formula?  Do any of your other columns have a formula? Thanks!

Hi Christina,

For my revenue to budget, it is a formula taking the total ticket paid amount / the total budget amount. 

For both the ticket paid amount and budget amount, you do need to hover over each select Sum, so you get the 'total ticket paid', and 'total budget amount'.  Otherwise, it will most likely through an error. 

Hope this helps!

Michael Thank you so much! I think I got it working