Calculate progress towards a goal
I'm looking at two things - one to highlight when a goal is not on target to complete by a date. The second is note a specific amount in a cell on a certain date.
To clarify on the first - I need a formula that will tell me if the number in the Target AUA cell is not going to be meet by the date next to the 90 days cell (in this example - 10/30/20). Basically I want it to highlight that if we need to meet $9.8 million over 90 days, and the Complete AUA on any given day is X, are we averaging towards that goal?
On the second - I also would like to capture what the Complete AUA is at the 60 day mark and have it stored on the sheet. I'm not sure that is possible. Right now I have a daily report of the figures emailing to me and I think I may need to just manually locate the report from that day and pull the numbers. I appreciate any other creative ideas though!
Help Article Resources
Check out the Formula Handbook template!