Reports - forecast vs target

Hi Ada, 
Sometimes what we'll do in some of our customer systems where a bespoke KPI or Target must be reached is create a new dropdown field in the module that needs to be evaluated for targets (values: Actual + Target). Set the default value to "Actual".

Then we'll create some records where this filed = Target. These records will be users monthly targets, let's. say.

Then I'll create a summation report and group the results by the user and then by this new field.

The result is a grouped bar chart where each bar is a user, segmented by their target vs actual.

Using this method, it means that we're able to create targets in any module in Sugar. The only downside is that there could be quite a lot of 'tagret' records to import, depending on how you want to evaluate some users targets.

Thanks, James - SUGABYTE

Hi Ada, 
Sometimes what we'll do in some of our customer systems where a bespoke KPI or Target must be reached is create a new dropdown field in the module that needs to be evaluated for targets (values: Actual + Target). Set the default value to "Actual".

Then we'll create some records where this filed = Target. These records will be users monthly targets, let's. say.

Then I'll create a summation report and group the results by the user and then by this new field.

The result is a grouped bar chart where each bar is a user, segmented by their target vs actual.

Using this method, it means that we're able to create targets in any module in Sugar. The only downside is that there could be quite a lot of 'tagret' records to import, depending on how you want to evaluate some users targets.

Thanks, James - SUGABYTE

Target is an objective amount of money and/or quantity - a total - per User/Team and/or Product type depending on the planning model company uses

For KPIs the Target is to be compared with current sales results calculated on the basis of sales data - Opps won, Quotes closed or whatever is used to manage sales and differentiate ongoing sales from the ones that has fulfilled the target

So Targets and Current sales results are not physically related with relationship and shouldn't be related forcefully due to their different nature: Targets are aggregates (target valued) and sales are detail data (Opps, Quotes, etc) - they are compared visually in a friendly readable diagram

At the same time, Sugar regular Reporting engine allows to build reports on some module (e.g. Opps, Quotes, etc) and filter on that module fields along with related to that module data only - it means that non-correlated data like Targets and Opps couldn't be added into the same report simultaneously and visualized with report chart

Am I missing something?