How can I merge monthly plan data with actual daily sales data and create plan vs actual data?

Posted over 4 years ago by Smarten - Support

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Smarten - Support Admin

Scenario:

The actual sales data contains daily Sales person wise transaction data.

The plan data has monthly target by sales person.

Requirement:

We need monthly plan vs actual data by sales person.

(The Daily Sales and Monthly Target data is attached herewith)

Attachments (2)

Monthly Target.csv
7.84 KB

Daily Sales.csv
278 KB

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Smarten - Support posted over 4 years ago Admin Best Answer

Please refer to the below Knowledgebase article:

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Smarten - Support posted over 4 years ago Admin Answer

Please refer to the below Knowledgebase article:

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