Reports and Dashboard required on targets vs achieved -
We have a CRM module that has information about the targets and another module that stores information about the achievements.
The target table has the target set for an entire year and has a field called target start date as 1st of April that year. There is no month wise split up or quarterly wise setup. Fields like vertical, branch, sales channel, division, and sub-division are filled , target value and target start date is set.
Whenever the order is achieved each transaction date is captured along with vertical, branch, sales channel, division, sub-division, value achieved.
The client is looking for moving calculations for 12 months, 6 months nad 3 months data of achieved, Running total of targets vs achieved, YTD target as well as achieved, YoY monthly average achievement. Most of these reports are required as charts and other components.
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