IvanWeiss
6 years agoQrew Captain
Sales Goals Tables
I am trying to track future sales revenue forecasting for reporting and planning purposes.
I have a table for Team Members (basically an Employees table)
I have a table for Teams (Employees are associated with a team and generate revenue as a team)
I have a table for Quarterly Sales Goals
One team has many team members
One team has many quarterly sales goals
On the quarterly sales goals I have two fields, Date and currency. The currency is of course the revenue. I want the date to correspond with a quarter/year not a specific date. How do i do that? I can foresee users entering data inadvertently in the same quarter if they can pick any date.
For example I want to be able to see the following for next year:
Team Name Date Revenue
Team A Quarter 1 2020 3 Million
Team A Quarter 2 2020 2 Million
Team A Quarter 3 2020 4 Million
Team A Quarter 4 2020 3 Million
Team B Quarter 1 2020 6 Million
Team B Quarter 2 2020 3 Million
etc.....
I do not want the various teams to see each others goals but I want to be able to see them roll up together in a year.
Separately we have an Invocies table and ultimately I will pull reporting comparing the amount invoiced against the goals etc.
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Ivan Weiss
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I have a table for Team Members (basically an Employees table)
I have a table for Teams (Employees are associated with a team and generate revenue as a team)
I have a table for Quarterly Sales Goals
One team has many team members
One team has many quarterly sales goals
On the quarterly sales goals I have two fields, Date and currency. The currency is of course the revenue. I want the date to correspond with a quarter/year not a specific date. How do i do that? I can foresee users entering data inadvertently in the same quarter if they can pick any date.
For example I want to be able to see the following for next year:
Team Name Date Revenue
Team A Quarter 1 2020 3 Million
Team A Quarter 2 2020 2 Million
Team A Quarter 3 2020 4 Million
Team A Quarter 4 2020 3 Million
Team B Quarter 1 2020 6 Million
Team B Quarter 2 2020 3 Million
etc.....
I do not want the various teams to see each others goals but I want to be able to see them roll up together in a year.
Separately we have an Invocies table and ultimately I will pull reporting comparing the amount invoiced against the goals etc.
------------------------------
Ivan Weiss
------------------------------