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Dear Experts,
I have a list of 225 accounts and i need to score each account out of 100, based on its % achievement of target, % forecast accuracy and funnel coverage ( which indicates how much funnel is left in the system to sell the reminder of target/quota).
I have created 3 measures to calculate % achievement, % forecast accuracy and funnel coverage.
The data would look like below :
Global Client Name | Client Manager | % Achieved | % Forecast-Accuracy | Funnel Coverage | Final Score out of 100 |
Honda Motor Co., Ltd. | Satoshi Isoda | 12.50% | 200% | 1.2 | |
Kasikornbank Group | Alisa Chamnianlap | 15.56% | 93% | 5.2 | |
Nissan Motor Co., Ltd. | Satoshi Isoda | 4.06% | 100% | 3.1 | |
Accident Compensation Corporation | Greg Brown | 2.91% | 98% | 4.2 | |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | Keita Nomura | 7.09% | 50% | 2.0 |
The weightage that we wants is, % achievement would carry 50% weightage of total score ( i.e. since i need to score out of 100, % achievemnt would carry a maximum score of 50 ) like wise, % forecast accuracy would carry 25% and Funnel coverage would carry another 25%.
The table below discribes how i want to score
Attainment % | Score | Forecast Accuracy % | Score | Funnel Coverage Ratio | Score | Final Score |
>=100% | 50 | >=100% | 25 | >=5 | 25 | 100 |
>=85% | 40 | >=85% | 20 | >=4 | 20 | 80 |
>=60% | 30 | >=60% | 15 | >=3 | 15 | 60 |
>=50% | 20 | >=50% | 10 | >=2 | 10 | 40 |
>=30% | 10 | >=30% | 5 | >=1 | 5 | 20 |
<30% | 0 | <30% | 0 | <1 | 0 | 0 |
I need your help to come up with a DAX to arraive at a Final Score for an account. I will be craeting a Matrix visual to show all the data with a date sclicer. I do have a seperate calendar table in my data model.
Thanks in advance for all your help and support.
Krishna
You can use three SWITCH() statements and then add the results up according to your weighting. Have you tried that?
something like
result = .5 * switch(true(),attainment>=1,.5,attainment>=.85,.4,...attainment>=.3,.1,0)+ .25*(...) +.25*(...)
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