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sales goal

  1. #1
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    sales goal

    I need to build a formula (or macro) that will give me the maximum number of "x" that can be added until it exceeds a threshold. It is kind of hard to explain, so I guess an example would be best.

    If my agent has taken 400 calls this month SO FAR, and has closed 165 "units", his close rate would be 0.4125 or 41%.

    I need to write a formula that would give me the number of calls he can take through the end of the month and still maintain a value above 40%.
    this would be assuming that say he had a variable number of units(example 40) that will also close by the end of the month.

    so basically, i need set it up so I only need to fill in the blanks such as current units, pending units, total calls taken, and the number of days remaining in the sales month(we don't use calendar months)

    I can accomplish the percentages easily, but I can't find a way to give me the number of calls he could take and still meet/exceed his goal.
    Last edited by jwalters1; 03-19-2014 at 02:41 PM. Reason: Changed title

  2. #2
    Forum Expert etaf's Avatar
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    Re: sales goal

    400 @165

    165/400 gives the%

    calls * % = units
    400 * 0.4 = units needed
    or
    Unite/% = Calls needed
    165/0.4 = calls needed

    you could also work out the days so far using Today() and get a daily number to calc the remainder of the month

    then you would need to enter either units or calls and use 40% to work out the other numbers

    any chance of a sample spreadsheet so we can see thelayout
    Last edited by etaf; 03-19-2014 at 04:09 PM.
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