| name | powerbi-goal-seeking-planning |
| description | Use when calculating what must happen to reach Power BI revenue, budget, roll, margin, cash, or service targets, including reverse planning, target-gap decomposition, required backlog conversion, and required demand uplift. |
Power BI Goal-Seeking Planning
Use this skill when the question is "What must happen to hit the target?" rather than "What will happen?"
Workflow
- Select target: budget, roll forecast, prior year, management target, margin, or cash.
- Calculate current plan gap by month.
- Decompose the required change:
- actual-to-date contribution
- expected backlog conversion
- residual demand required
- customer/product gap drivers
- Rank feasible levers:
- improve conversion
- pull forward backlog
- recover customer demand
- substitute product/customer demand
- challenge the target if infeasible
- Label target feasibility:
achievable
stretch
unlikely
not_supported_by_data
Required outputs
forecast_month
target_name
target_value
current_forecast
target_gap
required_backlog_conversion
required_residual_demand
top_required_segments
feasibility
explanation
Guardrails
- Do not treat target closure as evidence that the target is realistic.
- Separate mathematically required revenue from operationally feasible revenue.