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.
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
What's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Zoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.