Charting Annual Goals

[random621]

I have been asked to develop a new report where I would chart a sales persons actual progress against their stated monthly and annual goals. So salesperson A would state that his goal is to open 20 new account in January, 15 in February, 40 in March, 10 in April, 20 in May, etc...

In March the salesperson could compare their actual progress for either the year or the individual month and see where they are at compared to the trendline.

My belief is I will have to build a database that lists each working day of the year how many New Accounts they would need to open to stay on track for their goal, I would use these figures to chart my "Trendline". So in March if their goal was 40 new accounts and there are 21 working days in March I would have a value of 1.90476 for each of the 21 "working days" and I could build my chart against this.

My concern is that this seems cumbersome to do and will require some programming (maybe in Access or SQL database) to build a front end tool that will allow me to easily enter all the individual goals per day/month.

My question is - can I create this report without having to first create the database to list out the specific days & their corresponding goal? Can I do the programming within the report that allows me to plot the trendline based on the months goal (40 for March, 10 for April, etc). I wouldn't mind updating the report once a year.

Thanks in advance for anytime attempting to answer my question. I am using Crystal Reports XI.

Ryan

 

[CR85user]

Could you create a formula listing the values for each month and each salesperson and then use that for your reference point?

You would need to manually input this however it would at least give you a single easy point to update.

//{@Goals}

if {salesperson.name} = 'A Smith' and month({table.date} = 1 then 20 else
if {salesperson.name} = 'A Smith' and month({table.date} = 1 then 15 else
if {salesperson.name} = 'A Smith' and month({table.date} = 1 then 40 else
if {salesperson.name} = 'A Smith' and month({table.date} = 1 then 10 else
//etc etc.....

for the next saleperson change the name or ID or reference etc.

This would then give you your reference figure for charting purposes.