Scaled and Prorated Data to Time Period
I'm hoping someone else has had a similar need and figured out how to do this in Analytics. For one of our company divisions, we have set Goals for each sales person related to obtaining new contacts for us, and completing certain types of tasks for each contact throughout a 12 month time period. We'd like to be able to create reports that show how many tasks they have completed alongside how many tasks they have left. The goal will depend on what type of task, but it needs to be able to be scaled depending on what time of year it is, and when the contact was obtained. For example, a new contact will have a goal of 24 Impressions (Task Type = Impressions) for the entire 12 month period since they became a contact. So the contact owner will have a goal of completing 24 Impressions for each contact they are assigned to (Contact Owner) within the 12 months they became assigned. But I may only want to look at how many impressions they have left to complete in 2020, compared to what they have actually completec. So if they became the contact owner in June of 2020, they would only have to complete 14 impressions for the rest of 2020, and the remaining 10 impressions would need to be completed in 2021. We have several other task types that follow a similar structure. I'm thinking I need to divide my 12-month goals down to either a week or even day, and someone assign that as the goal, but I'm at a loss as to how to dynamically scale the time period up or down in a report that will ultimately go on a dashboard.