Budget Tracker Tutorial

Back to JOYZO Budget Tracker Overview page

Introductory

Here we have two apps: one containing sales goals per month for four different types of services, and one containing actual sales for that month per service. We’ll use this plug-in to show a comparison of the goal vs current actual results for the month of March. In addition to side-by-side bar graphs, we can also display the comparison in a table showing the difference between the goal and current results, and a graph showing the percentage of the goal achieved.

Since we’re only looking at records that contain deals made in March, views have been created to filter out records that are not from March. Furthermore, we want to look at the goals and actual values based on the four different types of service, so the data will be grouped primarily by service type.

The Sales Goals app

The Closed Deals app

 

Step 1. Enter license key and name the view on the Sales Goal app

First, we’ll open up the plug-in settings in the Closed Deals app and enter in the license key and app ID of the target data app (in this case, the Sales Goals app). If you enter in a view name in the “View name” field that does not already exist, a view with that name will automatically be created.

Budget Tracker Record Edit Page

Step 2. Set up grouping and its order on the Sales Goals app

Next, in the “Target data app” section, we’ll select the grouping to be done first by “Service type” and leave the sort order as ascending. Depending on the field type selected, the display options will differ. For example, date fields will be able to be further sorted by year, quarter, or month. We also chose the “March Goals” view under “View name for filtering” to make sure that the plug-in was only applied to March records, and made sure that the “Target field”, the field containing the data we want to compare, was set to “Goal”. See A~C below.

A. The plug-in settings page

Budget Tracker Plugin Settings Page

B. The Sales Goals app page

Budget Tracker Sales Goal App Page

Step 3. Set up grouping and calculation field on the Actual Data app

Then, in the “Actual data app” section, we’ll again set the data grouping to be done primarily by “Service type”. We’ll set “Totaling” to be the “Sum of the selected field” and set the “Selected field” to be “Revenue”. This means that the data that we’re going to be analyzing is the sum of the revenues of each service type. See A and B below.

A. The plug-in settings page

Budget Tracker Plugin Settings Page

 

B. The Closed Deals app page

Closed deals app list page

Step 4. Choose the options for displaying the graph

Finally, we’ll choose which charts to display in the “Display options” sections, as well as enable percentage labels. Don’t forget to save the plug-in settings.

Budget Tracker Display Options

Step 5. Check the goal and actual results in bar graphs and table charts

When the plug-in view is chosen, the specified graphs will be shown.

Example 1: Bar Chart Clustered

Budget Tracker Goals vs. Actual Graph Bar Chart Clustered

Example 2: Bar Chart Stacked

Budget Tracker Goals vs. Actual Graph Bar Chart Stacked

Example 3: Table

Budget Tracker Goals vs. Actual Graph TableChange the graphs that are displayed with the check boxes at the top of the page.

Budget Tracker Select Graph

 

Notes:

  • When using both grouping levels, it’s easiest to see the level organization with the table. Here, the first level is “Service type”, and the second level is “Sold by”.

Service type table

  • You can only create one view of graphs with this plug-in per app.

 

Navigate

Back to JOYZO Budget Tracker Overview page