I suggest this.
Create 8 date fields representing the quarter period starts for the 4 quarters in the current year and the 4 next year.
Create 8 more formula fields to be the last day of those quarters.
e.g. [Q1 end] would be
LastDayOfMonth(AdjustMonth([Q1 Start],2)
Create 8 more fields for the Quarter targets.
The reasons I suggest 8 field sets is that you you have the data for a full 2 year period.
Lookup those Q1 starts and Q1 ends etc down to the detail data.
Make 8 summary fields (well get one working and then copy it 7 times.)
to capture sales within that period.
That should do it, once you get those 8 field set lines up nicely on the form.
Basically Get Q1 working and then replicate the whole setup 7 more times.
