Month To Date Index

How to set up a month to date index in the Advanced formula editor.

Last updated: Sept. 22, 2021

Scenario: Your company has a monthly budget. It’s the 10th of the month and you want to know how the month will end if you keep up the pace. Setting up a Month To Date index will show you what percentage of your budget, you will end up reaching, if you perform the same for the rest of the month.

In the advanced formula editor you can set it up like this:

  • Please change 'Sales, value' to reflect your data source.
  • Please change 'Sum(Target, value)' to reflect your budget / target data source. Or you can delete that line to write the number you have as budget.

So in the example you may think that you're doing really great.
But the number is showing that you will only hit 81% of your target if you keep performing like this.


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