How to create a Revenue Graph by Project Stage?

WhitneyOliver
WhitneyOliver ✭✭
edited 05/07/25 in Formulas and Functions

Hi All,

I have this Sheet with 3 columns - I'm looking for a formula that will add up the "Gross Sales Rev $ - Yr2" column with criteria that the Project Stage is "In Progress" and Current Stage is "S1 - Intake." Once I have this formula I know I can easily replicate it to the other stages. Ultimately I can then use this metric to create a graph like the other image I provided. Hope someone can help me out!

List of Revenue .png Revenue graph.png

Best Answer

  • Rob Kightlinger_PCG
    Answer ✓

    Hi Whitney,

    Have you tried a SUMIFS formula?

    =SUMIFS([Gross Sales Rev $ - Yr2]:[Gross Sales Rev $ - Yr2], [Project Stage]:[Project Stage], "In Progress", [Current Stage]:[Current Stage], "S1 - Intake"

    Rob Kightlinger

    Prime Consulting Group

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