SI - Opportunities by Forecast Category.ipynb

{
 "cells": [
  {
   "cell_type": "code",
   "execution_count": 1,
   "metadata": {},
   "outputs": [],
   "source": [
    "import pandas as pd\n",
    "import os\n",
    "import numpy as np\n",
    "import datetime as dt\n",
    "from os import listdir\n",
    "from os.path import isfile, join\n",
    "from directories import forecast_cat_w_op_file"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 2,
   "metadata": {},
   "outputs": [],
   "source": [
    "#-----------------------------------------------------------------------------------------------------------------------------\n",
    "# IT_Forecast_Category_w_Opp\n",
    "#-----------------------------------------------------------------------------------------------------------------------------\n",
    "df = pd.read_csv(forecast_cat_w_op_file, encoding='latin-1', sep=\";\")\n",
    "\n",
    "for col in df.columns:\n",
    "    if \"Date\" in col:\n",
    "        df[col] = df[col].astype(str)\n",
    "        df[col] = pd.to_datetime(df[col], format=\"%d/%m/%Y\")\n",
    "    else:\n",
    "        pass\n",
    "\n",
    "columns = [c for c in df.columns if not \"Currency\" in c]\n",
    "df = df.loc[:,columns]\n",
    "\n",
    "num = []\n",
    "\n",
    "for col in df.columns:\n",
    "    if \"Amount\" in col:\n",
    "        num.append(col)\n",
    "    else:\n",
    "        pass\n",
    "    \n",
    "df[num] = df[num].apply(lambda x: x.str.replace(\",\",\".\", regex=False)).astype(float)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 3,
   "metadata": {},
   "outputs": [],
   "source": [
    "df[\"Rete\"] = np.where(\n",
    "    df[\"Owner Role\"].str.contains(\"IT Agency and Reseller\"), \n",
    "    \"Indiretta\", \n",
    "    \"Diretta\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 4,
   "metadata": {},
   "outputs": [],
   "source": [
    "df[\"Created Date M\"] = df[\"Created Date\"].dt.to_period(\"M\")\n",
    "df[\"Created Date Q\"] = df[\"Created Date\"].dt.to_period(\"Q\")\n",
    "df[\"Created Date H\"] = np.where(\n",
    "    df[\"Created Date Q\"].astype(str).str.contains(\"Q1|Q2\"),\n",
    "    \"H1\",\n",
    "    \"H2\")\n",
    "df[\"Created Date Y\"] = df[\"Created Date\"].dt.to_period(\"Y\")\n",
    "\n",
    "\n",
    "df[\"Close Date M\"] = df[\"Close Date\"].dt.to_period(\"M\")\n",
    "df[\"Close Date Q\"] = df[\"Close Date\"].dt.to_period(\"Q\")\n",
    "df[\"Close Date H\"] = np.where(\n",
    "    df[\"Close Date Q\"].astype(str).str.contains(\"Q1|Q2\"),\n",
    "    \"H1\",\n",
    "    \"H2\")\n",
    "df[\"Close Date Y\"] = df[\"Close Date\"].dt.to_period(\"Y\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 6,
   "metadata": {},
   "outputs": [],
   "source": [
    "df = df.loc[df[\"Close Date\"] >= \"2024-01-01\",:].copy()\n",
    "#.to_excel(r\"C:\\Users\\Raffaele.Sportiello\\OneDrive - Wolters Kluwer\\Documents\\Presentazioni\\Sales\\Salesforce adoption\\20240116_SFDC_fcst_,category_dates_v1.xlsx\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 7,
   "metadata": {},
   "outputs": [],
   "source": [
    "\n",
    "df_pivoted_amount = df.pivot_table(\n",
    "    index=[\n",
    "        df[\"Close Date Q\"],\n",
    "        pd.Grouper(freq=\"M\", key=\"Close Date\", how=\"sum\"), \n",
    "        \"Forecast Category\"], \n",
    "    columns=[\n",
    "        df[\"Created Date Y\"],\n",
    "        df[\"Created Date Q\"],\n",
    "        pd.Grouper(freq=\"Q\", key=\"Created Date\", how=\"sum\")],\n",
    "    values=\"Incremental Amount\",\n",
    "    aggfunc=\"sum\")\n",
    "#.to_excel(r\"C:\\Users\\Raffaele.Sportiello\\OneDrive - Wolters Kluwer\\Documents\\Presentazioni\\Sales\\Salesforce adoption\\prova.xlsx\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 9,
   "metadata": {},
   "outputs": [],
   "source": [
    "df_pivoted_amount.to_excel(r\"C:\\Users\\Raffaele.Sportiello\\OneDrive - Wolters Kluwer\\Documents\\Presentazioni\\Sales\\Salesforce adoption\\prova.xlsx\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 128,
   "metadata": {},
   "outputs": [],
   "source": [
    "df_pivoted_amount.loc[df_pivoted_amount.index.get_level_values(1) > \"2023-12-31\"].fillna(0).to_excel(r\"C:\\Users\\Raffaele.Sportiello\\OneDrive - Wolters Kluwer\\Documents\\Presentazioni\\Sales\\Salesforce adoption\\prova.xlsx\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 19,
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/html": [
       "<div>\n",
       "<style scoped>\n",
       "    .dataframe tbody tr th:only-of-type {\n",
       "        vertical-align: middle;\n",
       "    }\n",
       "\n",
       "    .dataframe tbody tr th {\n",
       "        vertical-align: top;\n",
       "    }\n",
       "\n",
       "    .dataframe thead tr th {\n",
       "        text-align: left;\n",
       "    }\n",
       "\n",
       "    .dataframe thead tr:last-of-type th {\n",
       "        text-align: right;\n",
       "    }\n",
       "</style>\n",
       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th>Created Date Y</th>\n",
       "      <th colspan=\"3\" halign=\"left\">2020</th>\n",
       "      <th colspan=\"7\" halign=\"left\">2021</th>\n",
       "      <th>...</th>\n",
       "      <th colspan=\"9\" halign=\"left\">2023</th>\n",
       "      <th>2024</th>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th>Created Date Q</th>\n",
       "      <th colspan=\"3\" halign=\"left\">2020Q4</th>\n",
       "      <th colspan=\"3\" halign=\"left\">2021Q1</th>\n",
       "      <th colspan=\"3\" halign=\"left\">2021Q2</th>\n",
       "      <th>2021Q3</th>\n",
       "      <th>...</th>\n",
       "      <th colspan=\"3\" halign=\"left\">2023Q2</th>\n",
       "      <th colspan=\"3\" halign=\"left\">2023Q3</th>\n",
       "      <th colspan=\"3\" halign=\"left\">2023Q4</th>\n",
       "      <th>2024Q1</th>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th>Created Date M</th>\n",
       "      <th>2020-10</th>\n",
       "      <th>2020-11</th>\n",
       "      <th>2020-12</th>\n",
       "      <th>2021-01</th>\n",
       "      <th>2021-02</th>\n",
       "      <th>2021-03</th>\n",
       "      <th>2021-04</th>\n",
       "      <th>2021-05</th>\n",
       "      <th>2021-06</th>\n",
       "      <th>2021-07</th>\n",
       "      <th>...</th>\n",
       "      <th>2023-04</th>\n",
       "      <th>2023-05</th>\n",
       "      <th>2023-06</th>\n",
       "      <th>2023-07</th>\n",
       "      <th>2023-08</th>\n",
       "      <th>2023-09</th>\n",
       "      <th>2023-10</th>\n",
       "      <th>2023-11</th>\n",
       "      <th>2023-12</th>\n",
       "      <th>2024-01</th>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Close Date Q</th>\n",
       "      <th>Close Date M</th>\n",
       "      <th>Forecast Category</th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "      <th></th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
       "    <tr>\n",
       "      <th rowspan=\"12\" valign=\"top\">2024Q1</th>\n",
       "      <th rowspan=\"5\" valign=\"top\">2024-01</th>\n",
       "      <th>Closed</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>45538.00</td>\n",
       "      <td>600.00</td>\n",
       "      <td>6300.00</td>\n",
       "      <td>220.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>38949.0</td>\n",
       "      <td>14942.0</td>\n",
       "      <td>15267.91</td>\n",
       "      <td>73580.80</td>\n",
       "      <td>548629.5</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>NO</th>\n",
       "      <td>500.0</td>\n",
       "      <td>13000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>3200.0</td>\n",
       "      <td>24600.0</td>\n",
       "      <td>800.0</td>\n",
       "      <td>4800.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>107081.0</td>\n",
       "      <td>...</td>\n",
       "      <td>35835.00</td>\n",
       "      <td>52400.00</td>\n",
       "      <td>44205.00</td>\n",
       "      <td>30075.00</td>\n",
       "      <td>19933.00</td>\n",
       "      <td>82785.0</td>\n",
       "      <td>114891.0</td>\n",
       "      <td>78143.00</td>\n",
       "      <td>27916.00</td>\n",
       "      <td>8175.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Omitted</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>39151.52</td>\n",
       "      <td>11834.51</td>\n",
       "      <td>16752.17</td>\n",
       "      <td>25922.44</td>\n",
       "      <td>6727.68</td>\n",
       "      <td>12285.5</td>\n",
       "      <td>10892.5</td>\n",
       "      <td>27446.79</td>\n",
       "      <td>24353.71</td>\n",
       "      <td>5285.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>3350.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>5700.0</td>\n",
       "      <td>9190.0</td>\n",
       "      <td>6760.0</td>\n",
       "      <td>1000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>29281.00</td>\n",
       "      <td>25729.00</td>\n",
       "      <td>34070.00</td>\n",
       "      <td>28880.00</td>\n",
       "      <td>1950.00</td>\n",
       "      <td>57581.0</td>\n",
       "      <td>84038.5</td>\n",
       "      <td>78571.00</td>\n",
       "      <td>88568.66</td>\n",
       "      <td>151459.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>YES</th>\n",
       "      <td>0.0</td>\n",
       "      <td>895.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>1600.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>850.00</td>\n",
       "      <td>5900.00</td>\n",
       "      <td>4162.53</td>\n",
       "      <td>11384.00</td>\n",
       "      <td>300.00</td>\n",
       "      <td>354759.0</td>\n",
       "      <td>16349.0</td>\n",
       "      <td>5400.00</td>\n",
       "      <td>6360.00</td>\n",
       "      <td>27000.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"4\" valign=\"top\">2024-02</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>21200.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>1575.00</td>\n",
       "      <td>22501.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>600.0</td>\n",
       "      <td>16910.0</td>\n",
       "      <td>6100.00</td>\n",
       "      <td>16250.00</td>\n",
       "      <td>9250.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Omitted</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>477.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>3750.0</td>\n",
       "      <td>10000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>1000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>4575.00</td>\n",
       "      <td>12180.00</td>\n",
       "      <td>5913.00</td>\n",
       "      <td>27787.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>67171.5</td>\n",
       "      <td>36870.0</td>\n",
       "      <td>13385.00</td>\n",
       "      <td>12347.00</td>\n",
       "      <td>11345.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>YES</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>2100.00</td>\n",
       "      <td>11800.00</td>\n",
       "      <td>380.00</td>\n",
       "      <td>500.00</td>\n",
       "      <td>300.00</td>\n",
       "      <td>310.0</td>\n",
       "      <td>1380.0</td>\n",
       "      <td>2240.00</td>\n",
       "      <td>890200.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"3\" valign=\"top\">2024-03</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>1500.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>20000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>2000.00</td>\n",
       "      <td>119500.0</td>\n",
       "      <td>9350.0</td>\n",
       "      <td>1000.00</td>\n",
       "      <td>1100.00</td>\n",
       "      <td>226550.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>87980.00</td>\n",
       "      <td>6770.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>4850.0</td>\n",
       "      <td>6730.0</td>\n",
       "      <td>850.00</td>\n",
       "      <td>7766.00</td>\n",
       "      <td>3725.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>YES</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>1060.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>1000.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>1031350.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"7\" valign=\"top\">2024Q2</th>\n",
       "      <th rowspan=\"3\" valign=\"top\">2024-04</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>120000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>150000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>2000.00</td>\n",
       "      <td>1200.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>200.00</td>\n",
       "      <td>8000.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>YES</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"2\" valign=\"top\">2024-05</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>1000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3300.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>1000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"2\" valign=\"top\">2024-06</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>150000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>2000.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>6000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>500.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>1500.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>173800.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"4\" valign=\"top\">2024Q3</th>\n",
       "      <th>2024-07</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3400.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"3\" valign=\"top\">2024-09</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>34000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>YES</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"6\" valign=\"top\">2024Q4</th>\n",
       "      <th>2024-10</th>\n",
       "      <th>Omitted</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>1426.5</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"3\" valign=\"top\">2024-11</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>500.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Omitted</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>2703.5</td>\n",
       "      <td>1213.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>14050.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Upside</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>1040.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th rowspan=\"2\" valign=\"top\">2024-12</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>890.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>12000.0</td>\n",
       "      <td>10000.0</td>\n",
       "      <td>4400.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>Omitted</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>14870.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>962.5</td>\n",
       "      <td>288.3</td>\n",
       "      <td>0.00</td>\n",
       "      <td>4636.50</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2049Q2</th>\n",
       "      <th>2049-04</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2067Q2</th>\n",
       "      <th>2067-04</th>\n",
       "      <th>NO</th>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>...</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.0</td>\n",
       "    </tr>\n",
       "  </tbody>\n",
       "</table>\n",
       "<p>31 rows × 39 columns</p>\n",
       "</div>"
      ],
      "text/plain": [
       "Created Date Y                                 2020                     \\\n",
       "Created Date Q                               2020Q4                      \n",
       "Created Date M                              2020-10   2020-11  2020-12   \n",
       "Close Date Q Close Date M Forecast Category                              \n",
       "2024Q1       2024-01      Closed                0.0       0.0      0.0   \n",
       "                          NO                  500.0   13000.0      0.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "                          Upside                0.0    3350.0      0.0   \n",
       "                          YES                   0.0     895.0      0.0   \n",
       "             2024-02      NO                    0.0       0.0      0.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "                          Upside                0.0    3750.0  10000.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "             2024-03      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "2024Q2       2024-04      NO                    0.0  120000.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "             2024-05      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "             2024-06      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "2024Q3       2024-07      NO                    0.0       0.0      0.0   \n",
       "             2024-09      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "2024Q4       2024-10      Omitted               0.0       0.0      0.0   \n",
       "             2024-11      NO                    0.0       0.0      0.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "             2024-12      NO                    0.0       0.0      0.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "2049Q2       2049-04      NO                    0.0       0.0      0.0   \n",
       "2067Q2       2067-04      NO                    0.0       0.0      0.0   \n",
       "\n",
       "Created Date Y                                 2021                     \\\n",
       "Created Date Q                               2021Q1                      \n",
       "Created Date M                              2021-01   2021-02  2021-03   \n",
       "Close Date Q Close Date M Forecast Category                              \n",
       "2024Q1       2024-01      Closed                0.0       0.0      0.0   \n",
       "                          NO                    0.0    3200.0  24600.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "                          Upside                0.0    5700.0   9190.0   \n",
       "                          YES                   0.0       0.0   1600.0   \n",
       "             2024-02      NO                    0.0       0.0      0.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "             2024-03      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "2024Q2       2024-04      NO                    0.0  150000.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "             2024-05      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "             2024-06      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "2024Q3       2024-07      NO                    0.0       0.0      0.0   \n",
       "             2024-09      NO                    0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "                          YES                   0.0       0.0      0.0   \n",
       "2024Q4       2024-10      Omitted               0.0       0.0      0.0   \n",
       "             2024-11      NO                    0.0       0.0      0.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "                          Upside                0.0       0.0      0.0   \n",
       "             2024-12      NO                    0.0       0.0      0.0   \n",
       "                          Omitted               0.0       0.0      0.0   \n",
       "2049Q2       2049-04      NO                    0.0       0.0      0.0   \n",
       "2067Q2       2067-04      NO                    0.0       0.0      0.0   \n",
       "\n",
       "Created Date Y                                                         \\\n",
       "Created Date Q                                 2021Q2                   \n",
       "Created Date M                                2021-04 2021-05 2021-06   \n",
       "Close Date Q Close Date M Forecast Category                             \n",
       "2024Q1       2024-01      Closed                  0.0     0.0     0.0   \n",
       "                          NO                    800.0  4800.0     0.0   \n",
       "                          Omitted                 0.0     0.0     0.0   \n",
       "                          Upside               6760.0  1000.0     0.0   \n",
       "                          YES                     0.0     0.0     0.0   \n",
       "             2024-02      NO                      0.0     0.0     0.0   \n",
       "                          Omitted                 0.0     0.0     0.0   \n",
       "                          Upside               1000.0     0.0     0.0   \n",
       "                          YES                     0.0     0.0     0.0   \n",
       "             2024-03      NO                      0.0     0.0     0.0   \n",
       "                          Upside                  0.0     0.0     0.0   \n",
       "                          YES                     0.0     0.0     0.0   \n",
       "2024Q2       2024-04      NO                      0.0     0.0     0.0   \n",
       "                          Upside                  0.0     0.0     0.0   \n",
       "                          YES                     0.0     0.0     0.0   \n",
       "             2024-05      NO                      0.0     0.0     0.0   \n",
       "                          Upside                  0.0     0.0     0.0   \n",
       "             2024-06      NO                 150000.0     0.0     0.0   \n",
       "                          Upside                  0.0     0.0     0.0   \n",
       "2024Q3       2024-07      NO                      0.0     0.0     0.0   \n",
       "             2024-09      NO                      0.0     0.0     0.0   \n",
       "                          Upside                  0.0     0.0     0.0   \n",
       "                          YES                     0.0     0.0     0.0   \n",
       "2024Q4       2024-10      Omitted                 0.0     0.0     0.0   \n",
       "             2024-11      NO                      0.0     0.0     0.0   \n",
       "                          Omitted                 0.0     0.0     0.0   \n",
       "                          Upside                  0.0     0.0     0.0   \n",
       "             2024-12      NO                      0.0     0.0     0.0   \n",
       "                          Omitted                 0.0     0.0     0.0   \n",
       "2049Q2       2049-04      NO                      0.0     0.0     0.0   \n",
       "2067Q2       2067-04      NO                      0.0     0.0     0.0   \n",
       "\n",
       "Created Date Y                                         ...      2023  \\\n",
       "Created Date Q                                 2021Q3  ...    2023Q2   \n",
       "Created Date M                                2021-07  ...   2023-04   \n",
       "Close Date Q Close Date M Forecast Category            ...             \n",
       "2024Q1       2024-01      Closed                  0.0  ...  45538.00   \n",
       "                          NO                 107081.0  ...  35835.00   \n",
       "                          Omitted                 0.0  ...  39151.52   \n",
       "                          Upside                  0.0  ...  29281.00   \n",
       "                          YES                     0.0  ...    850.00   \n",
       "             2024-02      NO                      0.0  ...  21200.00   \n",
       "                          Omitted                 0.0  ...      0.00   \n",
       "                          Upside                  0.0  ...   4575.00   \n",
       "                          YES                     0.0  ...   2100.00   \n",
       "             2024-03      NO                      0.0  ...   1500.00   \n",
       "                          Upside                  0.0  ...      0.00   \n",
       "                          YES                     0.0  ...   1060.00   \n",
       "2024Q2       2024-04      NO                      0.0  ...      0.00   \n",
       "                          Upside                  0.0  ...      0.00   \n",
       "                          YES                     0.0  ...      0.00   \n",
       "             2024-05      NO                      0.0  ...   1000.00   \n",
       "                          Upside                  0.0  ...      0.00   \n",
       "             2024-06      NO                      0.0  ...      0.00   \n",
       "                          Upside                  0.0  ...      0.00   \n",
       "2024Q3       2024-07      NO                      0.0  ...      0.00   \n",
       "             2024-09      NO                      0.0  ...      0.00   \n",
       "                          Upside                  0.0  ...      0.00   \n",
       "                          YES                     0.0  ...      0.00   \n",
       "2024Q4       2024-10      Omitted                 0.0  ...      0.00   \n",
       "             2024-11      NO                      0.0  ...      0.00   \n",
       "                          Omitted                 0.0  ...      0.00   \n",
       "                          Upside                  0.0  ...      0.00   \n",
       "             2024-12      NO                      0.0  ...      0.00   \n",
       "                          Omitted                 0.0  ...      0.00   \n",
       "2049Q2       2049-04      NO                      0.0  ...      0.00   \n",
       "2067Q2       2067-04      NO                      0.0  ...      0.00   \n",
       "\n",
       "Created Date Y                                                             \\\n",
       "Created Date Q                                                     2023Q3   \n",
       "Created Date M                                2023-05   2023-06   2023-07   \n",
       "Close Date Q Close Date M Forecast Category                                 \n",
       "2024Q1       2024-01      Closed               600.00   6300.00    220.00   \n",
       "                          NO                 52400.00  44205.00  30075.00   \n",
       "                          Omitted            11834.51  16752.17  25922.44   \n",
       "                          Upside             25729.00  34070.00  28880.00   \n",
       "                          YES                 5900.00   4162.53  11384.00   \n",
       "             2024-02      NO                     0.00   1575.00  22501.00   \n",
       "                          Omitted                0.00      0.00      0.00   \n",
       "                          Upside             12180.00   5913.00  27787.00   \n",
       "                          YES                11800.00    380.00    500.00   \n",
       "             2024-03      NO                     0.00  20000.00      0.00   \n",
       "                          Upside             87980.00   6770.00      0.00   \n",
       "                          YES                    0.00      0.00      0.00   \n",
       "2024Q2       2024-04      NO                     0.00      0.00      0.00   \n",
       "                          Upside                 0.00      0.00    200.00   \n",
       "                          YES                    0.00      0.00      0.00   \n",
       "             2024-05      NO                     0.00      0.00   3300.00   \n",
       "                          Upside                 0.00      0.00      0.00   \n",
       "             2024-06      NO                     0.00      0.00      0.00   \n",
       "                          Upside              1500.00      0.00      0.00   \n",
       "2024Q3       2024-07      NO                     0.00      0.00   3400.00   \n",
       "             2024-09      NO                     0.00      0.00  34000.00   \n",
       "                          Upside                 0.00      0.00      0.00   \n",
       "                          YES                    0.00      0.00      0.00   \n",
       "2024Q4       2024-10      Omitted                0.00      0.00      0.00   \n",
       "             2024-11      NO                     0.00      0.00      0.00   \n",
       "                          Omitted                0.00      0.00      0.00   \n",
       "                          Upside                 0.00      0.00      0.00   \n",
       "             2024-12      NO                     0.00    890.00      0.00   \n",
       "                          Omitted            14870.00      0.00      0.00   \n",
       "2049Q2       2049-04      NO                     0.00      0.00      0.00   \n",
       "2067Q2       2067-04      NO                     0.00      0.00      0.00   \n",
       "\n",
       "Created Date Y                                                             \\\n",
       "Created Date Q                                                     2023Q4   \n",
       "Created Date M                                2023-08   2023-09   2023-10   \n",
       "Close Date Q Close Date M Forecast Category                                 \n",
       "2024Q1       2024-01      Closed                 0.00   38949.0   14942.0   \n",
       "                          NO                 19933.00   82785.0  114891.0   \n",
       "                          Omitted             6727.68   12285.5   10892.5   \n",
       "                          Upside              1950.00   57581.0   84038.5   \n",
       "                          YES                  300.00  354759.0   16349.0   \n",
       "             2024-02      NO                     0.00     600.0   16910.0   \n",
       "                          Omitted                0.00     477.0       0.0   \n",
       "                          Upside                 0.00   67171.5   36870.0   \n",
       "                          YES                  300.00     310.0    1380.0   \n",
       "             2024-03      NO                  2000.00  119500.0    9350.0   \n",
       "                          Upside                 0.00    4850.0    6730.0   \n",
       "                          YES                 1000.00       0.0       0.0   \n",
       "2024Q2       2024-04      NO                     0.00       0.0       0.0   \n",
       "                          Upside              8000.00       0.0       0.0   \n",
       "                          YES                    0.00       0.0       0.0   \n",
       "             2024-05      NO                     0.00       0.0       0.0   \n",
       "                          Upside                 0.00       0.0       0.0   \n",
       "             2024-06      NO                     0.00    2000.0       0.0   \n",
       "                          Upside                 0.00       0.0       0.0   \n",
       "2024Q3       2024-07      NO                     0.00       0.0       0.0   \n",
       "             2024-09      NO                     0.00       0.0       0.0   \n",
       "                          Upside                 0.00       0.0       0.0   \n",
       "                          YES                    0.00       0.0       0.0   \n",
       "2024Q4       2024-10      Omitted                0.00       0.0    1426.5   \n",
       "             2024-11      NO                     0.00       0.0       0.0   \n",
       "                          Omitted                0.00    2703.5    1213.0   \n",
       "                          Upside                 0.00       0.0       0.0   \n",
       "             2024-12      NO                     0.00   12000.0   10000.0   \n",
       "                          Omitted                0.00     962.5     288.3   \n",
       "2049Q2       2049-04      NO                     0.00       0.0       0.0   \n",
       "2067Q2       2067-04      NO                     0.00       0.0       0.0   \n",
       "\n",
       "Created Date Y                                                         2024  \n",
       "Created Date Q                                                       2024Q1  \n",
       "Created Date M                                2023-11     2023-12   2024-01  \n",
       "Close Date Q Close Date M Forecast Category                                  \n",
       "2024Q1       2024-01      Closed             15267.91    73580.80  548629.5  \n",
       "                          NO                 78143.00    27916.00    8175.0  \n",
       "                          Omitted            27446.79    24353.71    5285.0  \n",
       "                          Upside             78571.00    88568.66  151459.0  \n",
       "                          YES                 5400.00     6360.00   27000.0  \n",
       "             2024-02      NO                  6100.00    16250.00    9250.0  \n",
       "                          Omitted                0.00        0.00       0.0  \n",
       "                          Upside             13385.00    12347.00   11345.0  \n",
       "                          YES                 2240.00   890200.00       0.0  \n",
       "             2024-03      NO                  1000.00     1100.00  226550.0  \n",
       "                          Upside               850.00     7766.00    3725.0  \n",
       "                          YES                    0.00  1031350.00       0.0  \n",
       "2024Q2       2024-04      NO                     0.00     2000.00    1200.0  \n",
       "                          Upside                 0.00        0.00       0.0  \n",
       "                          YES                    0.00        0.00       0.0  \n",
       "             2024-05      NO                  1000.00        0.00       0.0  \n",
       "                          Upside                 0.00        0.00       0.0  \n",
       "             2024-06      NO                  6000.00        0.00     500.0  \n",
       "                          Upside                 0.00        0.00  173800.0  \n",
       "2024Q3       2024-07      NO                     0.00        0.00       0.0  \n",
       "             2024-09      NO                     0.00        0.00       0.0  \n",
       "                          Upside                 0.00        0.00       0.0  \n",
       "                          YES                    0.00        0.00       0.0  \n",
       "2024Q4       2024-10      Omitted                0.00        0.00       0.0  \n",
       "             2024-11      NO                   500.00        0.00       0.0  \n",
       "                          Omitted                0.00        0.00   14050.0  \n",
       "                          Upside                 0.00     1040.00       0.0  \n",
       "             2024-12      NO                  4400.00        0.00       0.0  \n",
       "                          Omitted                0.00     4636.50       0.0  \n",
       "2049Q2       2049-04      NO                     0.00        0.00       0.0  \n",
       "2067Q2       2067-04      NO                     0.00        0.00       0.0  \n",
       "\n",
       "[31 rows x 39 columns]"
      ]
     },
     "execution_count": 19,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "df.pivot_table(\n",
    "    index=[\n",
    "        \"Close Date Q\",\n",
    "        \"Close Date M\", \n",
    "        \"Forecast Category\"], \n",
    "    columns=[\n",
    "        \"Created Date Y\",\n",
    "        \"Created Date Q\",\n",
    "        \"Created Date M\"],\n",
    "    values=\"Incremental Amount\",\n",
    "    aggfunc=\"sum\",\n",
    "    #margins=True,\n",
    "    fill_value=0)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "metadata": {},
   "outputs": [],
   "source": []
  }
 ],
 "metadata": {
  "kernelspec": {
   "display_name": "base",
   "language": "python",
   "name": "python3"
  },
  "language_info": {
   "codemirror_mode": {
    "name": "ipython",
    "version": 3
   },
   "file_extension": ".py",
   "mimetype": "text/x-python",
   "name": "python",
   "nbconvert_exporter": "python",
   "pygments_lexer": "ipython3",
   "version": "3.9.12"
  }
 },
 "nbformat": 4,
 "nbformat_minor": 2
}