Monthly Bookings vs Quota Chart

I am using data pulled from Salesforce, but I want to show the bookings per month compared to the goal per month (essentially a chart using a scale marker that changes)

The issue is that the goal is different every month. Is there a way to automatically build this in using Beastmode or a new DataFlow?

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Accepted answers

rado98

I would use and even simpler aproach

Using Shelly's tables, but relabling Month in the quota dataset to match the date on the main dataset

Main data set:
Transaction Id    Close Date    Amount
1                         01/01/2019    25.00
2                         01/15/2019    10.00
3                         01/20/2019    25.00
4                         02/01/2019    25.00
5                         02/15/2019    10.00

Goals data set (domo web form):
Close Date Goal Amount
01/31/2019 50.00
02/28/2019 40.00

Simply append the two data set so that the new table looks like this:

Transaction Id    Close Date    Amount   Goal Amount
1                         01/01/2019    25.00
2                         01/15/2019    10.00
3                         01/20/2019    25.00
4                         02/01/2019    25.00
5                         02/15/2019    10.00

01/31/2019 50.00
02/28/2019 40.00

This will work exactly as you need it to. I use this set up myself for every Measure vs Budget type card/dataset.

I would even create the quota table with weekly or dailyquotas rather than monthly, you might get an even better insight than anticipated.

All comments

DataMaven

@TacoShelly - I think one of your solutions may work for this.

unknown

Can you describe your data a bit more? Does it already contain your total bookings for the month and your goal for the month? Seems like you could very likely use a beast mode to try to get where you're going data wise.

As for the chart the Line + Stacked bar might work well, where the line is your goal for bookings and the bar shows actual bookings (as opposed to setting the goal manually within chart properties this'll allow the goal to be different each month.

2019-02-11_7-45-50.png

user07184

@TacoShelly I have the bookings data coming from Salesforce but do not have the monthly quota number in Domo yet, not quite sure how to go about adding this (create a Domo online form, build it out in Beastmode)?

unknown

Ah I get it. Yeah I think using a Domo Online form (or whatever spreadsheet you're currently getting the goal data in) would work well. Then you can use a data flow to join the two. This'll make it easier to put new data in for future years/months.

Or you could also use a "case when" in beast mode to essentially say:

When date = January 2018 then goal is x

But that seems like a lot more work to maintain.

user07184

@TacoShelly I'm just not sure how to join the Domo form and the data together to show what I want to show...

unknown

All good I'm happy to try to help!

First, can you send me what colums exist in your SalesForce data that are pertinent to bookings?

We can use that to understand the granularity that you're starting from to try to get to your monthly bookings number. Is it individual transactions? Daily numbers? Monthly numbers?

Then once we've gotten your monthly booking number we'll know what you need in the goal so that you can match the two up in a data flow.

user07184

@TacoShelly They are individal transactions/opportunities. I will be using the close date and amount fields, so I would sum them on a monthly basis on the DOMO card. I would also somehow need to add the monthly goal number in there.

unknown

Perfect, so your data might look something like this:

Goals data set (domo web form):
Month                   Goal Amount
01/31/2019           50.00
02/28/2019           40.00

Then you can use a Data Flow with each of those datasets as an input. In the Data Flow you can use the Close Date field and the Date Operators to create a field called Month that marks them each with a date that gives you the end of that month. At which point your main data set would look something like this:

Main data set:
Transaction Id    Close Date    Amount   Month
1                         01/01/2019    25.00      01/31/2019
2                         01/15/2019    10.00      01/31/2019
3                         01/20/2019    25.00      01/31/2019
4                         02/01/2019    25.00      02/28/2019
5                         02/15/2019    10.00      02/28/2019

Then you can group the Main data set by Month, at which point your data would look something like this:

Main data set:
Amount   Month
60.00      01/31/2019
35.00      02/28/2019

the do a join with your Goals data set at which point your data would look something like this:

Joined data set:

Amount   Month           Month_1      Goal Amount
60.00      01/31/2019   01/31/2019   50.00
35.00      02/28/2019   02/28/2019   40.00

rado98

I would use and even simpler aproach

Using Shelly's tables, but relabling Month in the quota dataset to match the date on the main dataset

Goals data set (domo web form):
Close Date Goal Amount
01/31/2019 50.00
02/28/2019 40.00

Simply append the two data set so that the new table looks like this:

01/31/2019 50.00
02/28/2019 40.00

This will work exactly as you need it to. I use this set up myself for every Measure vs Budget type card/dataset.

I would even create the quota table with weekly or dailyquotas rather than monthly, you might get an even better insight than anticipated.

user07184

@rado98 Thanks! I got the data in there but can't figure out what type of chart to use to display the bookings by month and then the quota per month separeately. Which one did you use?

rado98

I would say what graph is up to you.

Maybe use Line + Bar

Date the x axis

Sum of Quota the line

Sum of Booking the bar

Alternatively, both as bar and the difference between the two as as line

user07184

@rado98 I finally ALMOST have it, but now the scale for each Y-axis is off, making it very difficult to read.

Is there a way you can set each Y-axis to the same scale?

chart.JPG

user07184

@rado98 I figured it out, thanks for all your help!!

Domo365

When the transactions haven't happened yet i.e. Future Monthly Goals and Opportunities for those goals how would you go about displaying the future month goals if there are not Opportunities with dates to group by month?