Budget and Quota vs Actuals

Owned by Abe Ahn (Unlicensed)
Last updated: Jan 28, 2020
2 min read

Dashboard of 5 tiles each for US and Canada for 10 tiles total

1 - Yearly Overview of Budgeted Revenue (static tables) vs Financial Revenue (automated from NetSuite)

  • Looker Explore: RE Sales vs [Static] Budget [dt_resales_revvsbudget]

  • Base Table: dt_resales_revvsbudget

  • Static Snowflake Table: MANUALDATASETS.RE_REVENUE_BUDGET

Static Table Sample:

 

2-4 - Monthly, Quarterly, Full Year Progress to Budget w/ Year over Year Comparisons by Building Count (US) OR Screen Count (CAN)

  • Looker Explore: RE Sales Ops Contracted vs Budget

  • Base Table: sales_ops_budget_2018

  • Static Snowflake Table: MANUALDATASETS.SALES_OPS_BUDGET

Static Table Sample:

 

5 - Individual Sales Reps Attainment to Quota by Building Count (US) OR Screen Count (CAN)

  • Looker Explore: RE Sales Ops Contracted vs Quota

  • Base Table: sales_ops_budget_individual

  • Static Snowflake Table: MANUALDATASETS.SALES_OPS_BUDGET_INDIVIDUAL

 

Sample CSV Files (2020)