Create Month Over Month Reporting

PCS

Hello,

I'm looking for the correct formula that pulls in closed won jobs comparing month over month.

I have a sales pipeline sheet with all the closed won sales.

FireShot Capture 2990 - Sales - Closed Won - Smartsheet.com - app.smartsheet.com.jpg

I have a metric sheet that has all the totals for the jobs won.

FireShot Capture 2991 - CLOSED Sales Metrics - Smartsheet.com - app.smartsheet.com.jpg

I need to pull in a metric that shows the closed won sales jobs for each month and then be able to compare them to the previous month. Ideally, I would like to do this quarter over quarter and year over year. Is this possible?

How would I create this referencing the sales pipeline and then showing in a report or dashboard?

Thanks!!

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Brandon Sills

@PCS,

Did that work out for you? Just want to make sure I am not leaving you hanging!

Since you are new to Smartsheet, I thought I would share this with you.

If you navigate to Create and search from template, there is a template that has some very good tools within it on formulas. (screenshot below) I have it saved under my favorites for easy access.

Let me know if you need further assistance.

Brandon

PCS

Thank you for all your help. Much appreciated!

I am still having issues and will contact support. :)

PCS

Thank you for all your help! Are you available for hire?

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