Hi Ivan!
Without having access to the data myself, this is my initial thinking...
Relate Invoices to these Sales goals (or this could be done with a sync table if you don't want to relate it directly). I assume the salesperson is already on (or could be added to the invoice). The Sales goal would be the parent with Invoices as the child. I assume there is only one salesperson per invoice.
You can then create your summary fields by quarter, type, and annual... I assume the information you'd need to filter these summaries is already included on the invoice (ie quarter & type). Separating it by salesperson will happen automatically as part of the relationship.
Then it's just a matter of adding formula fields to the Sales goal table to give you the %.
In my head, I believe this will do the trick for you. Let me know if it helps 😀👍
------------------------------
Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com------------------------------
