Hi all! The out of the box reporting for goals is very basic and I’m looking to create a pi chart for the total company goal broken down by individual contributors. For example the goal is $100,000 and you can see sales rep A has contributed to 50% of the goal (aka $50,000) while sales rep B has contributed 10% of the goal ($10,000), etc. Is this possible?
Hey @KTrubinski - thanks for posting in the Community!
I’d like to tag in some reporting experts to see what’s possible! @Phil_Vallender, @franksteiner79, and @GRajput - any insight on how this type of reporting might be possible?
Shane, Senior Community Moderator
Hi @KTrubinski,
Pie charts charts can’t be set to a reference point or goal. They will always add up all individual values and then show how much each slice makes up.
What you’re looking for can best be achieved with these steps: Report on goals
And yes, this isn’t as flexible as one might want it to be.
Best regards