Reports - forecast vs target

Question

Hello, 
 
 Do you know is it possible to set up targets for dashboards in SugarCRM - e.g. target for Month A is 10,000 USD revenue and the dashlet will show how far we are to reach the target? 
 
 I am looking to set up individual targets as well as group sales targets. 
 
 Thank you!

Ada Napierala · Answer

Hi Dmytro, I'm not sure if you're missing something. If you have opportunities where type = Target, you can 'simulate' target data and report on the Count, or the value. For example, if you import 12 x opportunities where type = Target, assigned to Jim where each record for each month has a value of &pound;10,000. Each of the 12 records would have an expected close date of 
 01.01.2022 01.02.2022 01.02.2022 ....and so on... 
 If you then build a summation report, Filter = Jim's Opps group by = Month Exp Clode date, then "Target vs Actual" field The end result will be a bar chart, with 24 bars (2 per month, grouped in that month) where one bar show's his Target for that month, and the other shows his 'actual'. 
 
 As I said before, if you ensure that this new field: "Target vs Actual" defaults to "Actual", then each opp that a person created will be "Actual". The only "Targets" are imported (almost like simulated data). This does mean that all other reporting in that module needs to filter out the target records. It's just a primitive way of introducing Targets with no code development. Just a new field and some imports.