What I have:
I have an estimating pipeline set up. It’s a project that’s being used to track bids that we have submitted. Each asana task is a specific bid, and each bid has a value associated with it along with other data points.
The columns and some sample data look like this:
| Task Name | Assignee | Date Received | Due Date | Follow-up Date | Project Value | Status |
|---|---|---|---|---|---|---|
| Condominiums | John Smith | 12/5/2024 | 01/02/2025 | 01/15/2025 | $1,578,000 | Submitted |
| Recreation Center | John Smith | 10/20/2024 | 12/06/2024 | 01/03/2025 | $4,145,875 | Closed - Won |
What I’m trying to do:
I’m trying to create a goal that automatically adds the value of these bids that have been won over the year and compares that to a static number.
The problem:
I have created a goal “2024 Sales Goal (50M)”. I see the progress sources like “manual” and subgoals but none of them seem to accomplish what I need.
- For Subgoals, I can use $USD as measurement and add values of the subgoals but I can’t seem to set the target value of the goal.
- For Projects, I can only use the completion state of the tasks or milestones, not the value of a task’s column.
- For Manual, I can set $USD as measurement but a user would then have to manually add every won bid value to the current goal value.
Am I missing something or are we just limited in what we can do?