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Question

Forecast vs actual by months

  • March 9, 2021
  • 0 replies
  • 59 views

We have a forecast table that users update their forecast of total visits on a monthly entry basis for each project (i.e. Proj 1, Jan 2021 = 10, Proj 1, Feb 2021 = 15,  Proj 2, Jan 2021 = 20, etc).  There is a visits table (not currently related to the forecast) that has an entry for each individual visit that includes that date.  

what I am trying to figure out is how to summarize all the visits from that table by project and month into a report or field in the forecasting table so we can provide a report that shows forecast vs actual.  Thoughts?



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David Berndt
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This topic has been closed for replies.

MarkShnierYou
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Can you tell us the field names and field types for the forecast table?
 e.g. what does a record look like?  and is the Project Name field a lookup of [Related Project]?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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