A quick idea on how to present sales targets to your sellers or any type of budgeted data.
As a sales representative in my early career I always dreaded the first sales report I got each month. The issue was that I was presented with a report showing my current monthly sales according to the monthly budget. It looked like this:
It was discouraging because it looked like a MASSIVE effort to reach that goal. I just hated the look of this graph, so I made a small amendment to the report to better inform myself:
Suddenly a very negative report is turned into a positive one. I was ahead! I’m on track! Great!
It is pretty simple…
Just find the number of days for the budget interval and find out how many days into the period you currently are. Then create two columns of the budget with elapsed and remaining budget based on that. Take a look at the spreadsheet I’ve made as an example.
Make it perfect:
If you only do monthly budgets you could divide the number of days in the month as is done in this spreadsheet. Doing it right, you could would look for open days in your Calendars in AX and use that as your base for progression and quantity. The difference is that the chart would jump over the weekend by cycling through two additional days giving you a worse status on Monday then on the Friday.
Now I have no example of this in Power BI yet, but I know you can create this with not that much effort and I’ll amend this post when I’ve done one with a more detailed guide.
Try building as much context into a report without making it messy and make that data as correct and full-featured as possible.