Sales report - Revenue targets x Closed deals

Data Construction

df <- tibble(
  person = c( rep('Rich P.',2)  , rep('Buddy B.',2)
    , rep('Terencio K.',2)      , rep('Wilfred M.',2)
    , rep('Tish L.',2)          , rep('Reggie K.',2)
    , rep('Beverley P.',2)      , rep('Khalil E.',2)
    , rep('Sunil C.',2)         , rep('Elihi L.',2)
    , rep('Derrick M.',2)       , rep('Deerdre F.',2)
    , rep('Mariana G.',2)       , rep('Kirsti F.',2)
    , rep('Robinette D.',2)     , rep('Abbot L.',2)
    , rep('Allyson S.',2)       , rep('Viola K.',2)
    , rep('Dagma M.',2)         , rep('Teemu S.',2)
    , rep('Sid H.',2)           , rep('Rocky D.',2)
    , rep('Dannie L.',2)        , rep('Worthy D.',2)
    , rep('Miguel C.',2)
  )
  , status = rep(c('Revenue_target','closed_deal'), 25)
  , value = c( 75000, 63200, 73200, 68000, 72400, 54000
    , 71800, 55400, 69200, 56800, 67800, 68000, 65800
    , 44600, 64400, 38400, 62600, 39800, 61400, 62400
    , 58600, 55200, 57200, 39000, 57000, 42600, 56800
    , 49200, 54600, 39800, 53600, 61300, 53200, 58400
    , 50800, 52800, 50600, 45000, 48600, 53600, 46600
    , 41200, 45400, 52800, 45200, 28000, 43600, 47000
    , 43600, 39200
  )
)

Plot Construction

# Base plot

ggplot(df)+
  geom_bar(aes(x = person, y = value, fill = status), stat = 'identity')+
  theme_minimal()

# Flip Coord

ggplot(df)+
  geom_bar(aes(x = person, y = value, fill = status), stat = 'identity')+
  coord_flip()+
  theme_minimal()

# Separate Revenue Target and Closed Deal

ggplot()+
  geom_bar(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'steelblue'
  )+
  geom_bar(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'slateblue'
  )+
  coord_flip()+
  theme_minimal()

# Color Selection
  # Revenue Target White with Black Border
  # Closed Deal steelblue

ggplot()+
  geom_bar(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'white'
    , color = 'black'
  )+
  geom_bar(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'steelblue'
  )+
  coord_flip()+
  theme_minimal()

# Order by Revenue Target

ggplot()+
  geom_bar(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = reorder(person, value), y = value)
    , stat = 'identity'
    , fill = 'white'
    , color = 'black'
  )+
  geom_bar(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'steelblue'
  )+
  scale_y_continuous(position = "right")+
  xlab('')+ylab('')+
  coord_flip()+
  theme_minimal()

# Add Texts

ggplot()+
  geom_bar(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = reorder(person, value), y = value)
    , stat = 'identity'
    , fill = 'white'
    , color = 'black'
  )+
  geom_text(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = reorder(person, value), y = value, label = paste(value/1000, 'K'))
    , nudge_y = -2500, fontface = 'bold')+
  geom_bar(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'steelblue'
  )+
  geom_text(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = reorder(person, value), y = value, label = paste(value/1000, 'K'))
    , nudge_y = -2500, color = 'white', fontface = 'bold')+
  scale_y_continuous(position = "right")+
  xlab('')+ylab('')+
  coord_flip()+
  theme_minimal()

# Add Title and subtitle

ggplot()+
  geom_bar(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = reorder(person, value), y = value)
    , stat = 'identity'
    , fill = 'white'
    , color = 'black'
  )+
  geom_text(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = reorder(person, value), y = value, label = paste(value/1000, 'K'))
    , nudge_y = -2500, fontface = 'bold')+
  geom_bar(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'steelblue'
  )+
  geom_text(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = reorder(person, value), y = value, label = paste(value/1000, 'K'))
    , nudge_y = -2500, color = 'white', fontface = 'bold')+
  scale_y_continuous(position = "right")+
  xlab('')+ylab('')+
  coord_flip()+
  theme_minimal()+
  plot_annotation(
    title = 'Revenue report for Q2 Revenue Targets vs. Closed deals by associate'
    , theme = theme(plot.title = element_text(hjust = 0.5))
  )

# Change alpha if closed_deal < Revenue_target

df_flag <- df %>%
  pivot_wider(names_from = status, values_from = value) %>% 
  mutate(
    flag = ifelse(closed_deal < Revenue_target, .5, 1)
  ) %>% dplyr::select(person, flag)
df <- inner_join(df, df_flag, by = 'person')

ggplot()+
  geom_bar(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = reorder(person, value), y = value)
    , stat = 'identity'
    , fill = 'white'
    , color = 'black'
  )+
  geom_text(
    data = df %>% filter(status == 'Revenue_target')
    , aes(x = reorder(person, value), y = value, label = paste(value/1000, 'K'))
    , nudge_y = -2500, fontface = 'bold')+
  geom_bar(
    data = df %>% filter(status == 'closed_deal') %>% filter(flag != 1)
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'steelblue'
    , alpha = .5
  )+
  geom_bar(
    data = df %>% filter(status == 'closed_deal') %>% filter(flag == 1)
    , aes(x = person, y = value)
    , stat = 'identity'
    , fill = 'steelblue'
  )+
  geom_text(
    data = df %>% filter(status == 'closed_deal')
    , aes(x = reorder(person, value), y = value, label = paste(value/1000, 'K'))
    , nudge_y = -3000, color = 'white', fontface = 'bold')+
  scale_y_continuous(position = "right", labels = unit_format(unit = "k", scale = 1e-3))+
  labs(
    title = "Sales report for Q2 **revenue targets** vs <span style='color:#4682B4'>closed deals</span> by associate"
  )+
  xlab('')+ylab('')+
  coord_flip()+
  theme_minimal()+
  theme(
    plot.title = element_markdown(lineheight = 1.1),
    legend.text = element_markdown(size = 11),
    plot.caption = element_markdown(size = 11)
  )