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

    Percent to Quota

    JD Markland

      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 RepSales
      John

      1,000

      Mary1,400
      Pete800

       

      Sales RepQuarterly Quota
      John5,000
      Mary5,000
      Pete5,000

       

      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?