Firstly, I am fairly new to Phocas. I am attempting to utilize an uploaded budget into an existing sales stream, but I am unable to get it to work in the way that I intend.
Comparing the monthly sales by salesperson to the monthly budget goal has been pretty straightforward.
The issue occurs when I attempt to add an additional dimension from the sales stream. Our budget is split out into two separate parts of our business, so I want to compare the target goals with sales through a filter from the product dimension, but whenever I mark the proper filters and select the sales representatives the budget column displays then displays $0.
Has anyone encountered a similar issue? Does anyone have any tips, tricks, suggestions or workarounds to help?
I can clarify more as needed if this doesn’t paint a good enough picture, and I appreciate your help in advance!