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New goals not overriding old goals

Question asked by ultranix on Sep 24, 2014
Latest reply on Sep 24, 2014 by philmodjunk

Title

New goals not overriding old goals

Post

Now I have a very simple scheme dashboard, where my daily goals are placed into global fields and conditional format lets me see whether I achieved those goals or not. So, for example, if PAY::call_tot > PAY::xplan_call, then daily result turns "green" and if opposite, it turns "red" (conditional formatting).

Now I want to go a bit more advanced. Each month goals may vary, and I want to keep old goals in place, so, if, for example, from 1st of September to 10th of October daily call goal is 10, so I want two things:

1) being able to set new goals

2) do not mess up earlier entry, so, if for the previous goal's period daily call goal was 10, I want it to remain at 10, and, if the new goal is for example 15, I want it to be counted as 15 for the new entries until the goal is changed.

Do I need a  new table to do this and how should I set this up? I haven't done goal/measuring solutions in the past, so the scheme is not quite clear to me.

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