Just wanted to share a useful formula I reuse fairly often to ensure I’m on pace to hit monthly budget and volume goals. It will show you the percentage you’re off from where you should be today.
For this example, I use a parameters to set the values for [This Month]
and [Budget]
.
[Current Total]
/ (([Budget]
/ DateDiff(“day”, Date([This Month]
), Date(EndOfMonth([This Month]
)))) * DateDiff(“day”, Date([This Month]
), Date(Today())))