We rely upon the idea of budgets for our company to track against sales. We import a budget file that contains a daily budget for each of our locations. When running reporting, I can obtain my daily budget (easy) or my month budget whether in Custom or Period Mode.
However, I am looking for a way to obtain MTD budget. For example, assume the budget for January 2018 at location 1 is $3,200.00. I would like to see a Favorite that shows 3 column. Column A - location name (easy), Column B - MTD Sales (easy), Column C - MTD Budget. Therefore, hypothetically on January 5 when I ran this Favorite Column C would show a budget total of $516.12.
Along the same lines, building a favorite that would allow me to create a YOY comparison on month versus month performance. Simply put, being able to compare January 1-5 2017 versus January 1-5 2018. Currently, I only know how to show MTD Sales (ie. January 1-5 2018) versus all of January 2017 (1-31). NB! I do understand I can break this down daily by manually creating a report that would show January 1-5 2017 vs. January 1-5 2018, but that would require manipulation each month to update the favorite to the current month.
Any help would be greatly appreciated.