Calculate multiple stages

ShravanB

Hi,

I have two columns: "Sales Rep" and "Sales Stage." The "Sales Stage" column contains these options:

Proposal
Qualification
Needs Analysis
Negotiation
Stalled
Closed - Won
Closed - Lost

I want to count the number of opportunities that are in only these 4 stages: Proposal, Qualification, Needs Analysis, and Negotiation. I do NOT want to include Stalled, Closed - Won, or Closed - Lost in the count.

Currently, I am using this formula:
=SUM({Sheet - Sales Pipeline Metrics Range 1})

But this formula counts all stages. How can I adjust the formula to count only the 4 desired sales stages? Experts please help.

Thank you!

Paul Newcome

Try this:

=COUNTIFS({Sales Stage}, OR(@cell = "Proposal", @cell = "Qualification", @cell = "Needs Analysis", @cell = "Negotiation"))