Call us on : 1-305-260-6455
Placeholder

Customer Forum

Adding column total for % achieved in sales report

Brian Posted: 2017-04-18 14:37

Hi. Can you add a column total of the % achieved total, as I can't find the option? I've got totals for both actual and target, but is blank for the achieved column?

Thanks

Sam (Workbooks Online) Posted: Fri, 21.04.2017 - 08:29

Hi Brian,

Thank you for getting in touch with this.

If you open the Column that has the Total in it, such as Total (home currency) you should see a tab titled Targets. Once on this tab you will have the options to show the Columns of Actual, Target and Achieved, this will display each User's Actual sales figure, their Target amount and the percentage Achieved.

 

Forumposttarget1.png

From here you will need to use the Add Target button to add each User's individual target, once saved and closed the new Columns will appear and be populated in the Summary View.

Forumposttarget2.png

 

We also have a Template Report that is available to use on Workbooks you can find more information about it here.

Please let me know if you have any further questions.

Kind regards,

Sam