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1. Re: Percent to Quota for Salesforce Connection
Patrick A Van Der HydeDec 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 HydeDec 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
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Percent quota.twbx 486.5 KB
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