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Re: Forecasting for monthly targets vs YTD vs Annual

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Darcie_Tanner1
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi all,

I think I'm close, but I just can't workout how to get the forecasting base I'm building to show Monthly sales vs Monthly Forecasts when I want to track them across an additional split out by stream.

I have this Monthly table linked to the projects table, but only solution I can see next is to pull in Each Stream's target as a look up field regardless if it's relevant to that project. 

Monthly ForecastingDarcie_Tanner1_0-1676901164549.png

Project TableDarcie_Tanner1_2-1676902034228.png


I'm also trying to see if I can get it to work visually instead using the Chart Extension, so any advice there also welcome.

 

And please - if this isn't clear enough - do ask questions! Any help greatly appreciated!

2 Replies 2

Hm, could you provide an example of how you'd like your data to look in an ideal scenario? 

Darcie_Tanner1
5 - Automation Enthusiast
5 - Automation Enthusiast

@TheTimeSavingCo Thanks again for your help! I would ideally have something like this - but for each month....
Darcie_Tanner1_0-1677153766804.png