Using "Goals" as a number needing to be met

Question

Hi all,
Is it possible to run a report, and add a number that would be used as a "goal" needing to be met?
Example: Our reps are suppose to make a certain number of visits to certain accounts per month. The manager wants to check on compliance by seeing what % they are at for those visits. Say they need to visit "A" accounts 7 times per week, total for 28 visits per month. I run the report every two weeks. We were exporting the information and dropping it in an excel format, that used formulas to fugure that out.
Is something like that possible to do in this reporting?
Thanks!

Answer 1

Hi,
I've done this for another customer as a CASE WHEN statement, we have individual teams had set activity targets for the week so I used the User region field to group the users into teams and wrote CASE "Region" WHEN "Team A" then 7 WHEN "Team B" then 10 ELSE 0 END. This gave me targets by the week, its hard to do by the month as months could have 4 or 5 weeks. I also used this statement
case DAYOFWEEK(CAST(Activity."Planned Start Time" AS date))when 1 then timestampadd(sql_tsi_day,1,CAST(Activity."Planned Start Time" AS date)) when 3 then timestampadd(sql_tsi_day,-1,CAST(Activity."Planned Start Time" AS date)) when 4 then timestampadd(sql_tsi_day,-2,CAST(Activity."Planned Start Time" AS date)) when 5 then timestampadd(sql_tsi_day,-3,CAST(Activity."Planned Start Time" AS date)) when 6 then timestampadd(sql_tsi_day,-4,CAST(Activity."Planned Start Time" AS date)) when 7 then timestampadd(sql_tsi_day,-5,CAST(Activity."Planned Start Time" AS date)) else CAST(Activity."Planned Start Time" AS date) end
This takes the date and adds or minus's days to give you the Monday date of the week so that y0u can group the activities in a week and put the Monday date on top in a pivto table.
hope this helps.
Alex