Goal: We are looking to build reports that shows per user data for following
- Sales Target assigned vs Target achieved
Its should also show remarks
- Below 10% - Very poor
- 11 to 25% - Poor
- 26 to 50% - Average
- 51 to 75% - Good
- 76 to 100% - Excellent
Is the sales data already in the GSheet? Or will the user input the data in Glide?
Where are you stuck at?
We are at app building stage with fresh google sheet. Need to understand what columns and formula’s need to be implented to show data
What is the structure of your data? Can you provide some dummy data so we can have a look?
Yes sure.
Till now I have following column
Col 1: Executive - his email id is there
Col 2: Deal Value - He will enter here value of sale amount he generate
Col 3 :Date of Sale - The date on which sale is generated.
That is only for the “Sales achieve” part isn’t it? Do you have a separate sheet where you store the “Target”?
I am confused on how to create it, looking for expert suggestion
Goal: We are looking to build reports that shows per user data for following
- Sales Target assigned vs Target achieved
Its should also show remarks
- Below 10% - Very poor
- 11 to 25% - Poor
- 26 to 50% - Average
- 51 to 75% - Good
- 76 to 100% - Excellent
Here’s what I imagine you can setup.
- Sheet A: Deals done
Executive email, Deal value, Date of Sale
- Sheet B: Target & Performance
Executive email, Target (for week or month), Total sales value, Performance remarks
Is this ok to you? You can message me privately to help if you need it.
Target (for week or month) is it two columns
How to get total sales Value
How to get Performance remarks automatically
What do you want to be shown? Target for week or for month? I listed both out as I didn’t know what you want, you can have 2 separate, or just 1 of them, depends on your need.
A total sales value can be achieved with a SUMIFS (conditions being email ID and time constraint).
The performance remarks can be done in Glide with a If > Then > Else column.
okay let me try
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