Hello!
I've run into a problem with tracking our "Running Sales % to Goal by Days to Closing". This is a new dashboard widget for us. Our new Managing Director used it at his previous theatre. But- it's not working for us. Here is how it's looking now.
I think the problem is- we enter our "Budget" at a per performance level. So- let's say we want to make $100 on our run of "Example Play" over 50 performances. We would enter $2 as the budget in production elements -> performance. Where his previous theatre would enter $100 on each performance.
I think that the "Order Days Prior To Closing" tool is skipping days where there were no sales for a given performance. So it's also not pulling in the budget from those performances either-- making the budget change every day.
Note- we're also using a budget formula I believe my predecessor Katie got from Chris Wallingford.
sum ( [Performance ID] , max ( [Budget Amount] ) )
I pulled a pivot table that shows the problem from a different angle. https://drive.google.com/file/d/1j3FllhGVll8t4xPBdp652CYDNicMk9gi/view?usp=sharing
Help?
I think you are correct about the budget issue. The "sum ( [Performance ID] , max ( [Budget Amount] ) )" is a mulit-pass aggregation formula that is meant to only take the max budget amount over all the performances (performance id in the formula). I bet if you implemented your idea of putting the $100 on every performance for the run it would work. You could update it in bulk if your staff has access to SSMS. You will not see the difference in Analytics until the next data load (ususally the next day). If that didn't work, then you could go back in and change the budgets back to $2 (in your example).