4 Replies Latest reply on Dec 9, 2016 3:20 PM by Patrick A Van Der Hyde

Percent to Quota

JD Markland Dec 9, 2016 12:35 PM

Hello,

This is my first post as I am a new Tableau user. I would like to get a simple percent-to-quota (PTQ) for sales reps. My hope is that I can list each rep so I can help management gauge where each rep is as well as overall PTQ. Here's an example:

Sales Rep	Sales
John	1,000
Mary	1,400
Pete	800

Sales Rep	Quarterly Quota
John	5,000
Mary	5,000
Pete	5,000

What I would like to show is that total sales for all reps (in this example) are 3,200 out of a total quota of 15,000. This shows that I am about 20% through to quota. I would also like to be able to deselect. John and Mary to show only Pete's sales and quota. I created a custom object in salesforce to house quota, but I can just as easily join the data from excel if that's best.

Is this possible?

1. Re: Percent to Quota for Salesforce Connection

Patrick A Van Der Hyde Dec 8, 2016 10:30 AM (in response to JD Markland)

Hello JD,

You could create a calculated field based on either a set quartlerly quota or by inputing one and then multiply the value by the countd([Sales Rep]) value. This calculated field could then be utilized as a reference line against current quarterly sales. Let us know if you need help witha sample viz. Also, please let us know what version of Tableau that you are working with.

Patrick
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2. Re: Percent to Quota for Salesforce Connection

JD Markland Dec 8, 2016 10:39 AM (in response to Patrick A Van Der Hyde)

Hi Patrick,

I am using Tableau 10.1. I am not sure what the countd([Sales Rep]) field would do. Is there an example I could look at? Is there a chance you could attach a packaged workbook that shows this field in action? I might be able to translate to what I am doing if I can see an example.

Thanks,

JD
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3. Re: Percent to Quota for Salesforce Connection

JD Markland Dec 9, 2016 12:34 PM (in response to Patrick A Van Der Hyde)

Hi Patrick,

I am using Tableau 10.1. I am not sure what the countd([Sales Rep]) field would do. Is there an example I could look at? Is there a chance you could attach a packaged workbook that shows this field in action? I might be able to translate to what I am doing if I can see an example.

Thanks,

JD
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4. Re: Percent to Quota

Patrick A Van Der Hyde Dec 9, 2016 3:20 PM (in response to JD Markland)
Joe,

See attached examples in 10.1 done with the Advanced superstore data. See if that helps

Patrick

Percent quota.twbx 486.5 KB
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Percent to Quota

1. Re: Percent to Quota for Salesforce Connection

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