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Urgent help needed - sum up sales forecast from today thru end of month

Hello Forum - This may be an easy one, but I can’t figure it out.

I have sales forecast from our CRM system. I would like to sum up the total forecast opportunity from today thru to the end of this month (September), and of course it should be dynamic.

Any help is appreciated!

@richmont,

This should work for you:

Sales Forecasts Today to EOM = 
VAR StartDay = TODAY()
VAR EndDay = EOMONTH( TODAY(), 0 )
VAR DateRange =
    DATESBETWEEN( Dates[Date], StartDay, EndDay )

RETURN
CALCULATE(
    [Total Sales Forecasts],
    DateRange
)

Full PBIX attached below. Hope this is helpful.

  • Brian

eDNA Forum - Total Sales Forecasts EOM.pbix (110.7 KB)

2 Likes