actual and forecast sales per month
I am trying to create a dashboard to show sales reveunues actual and projected.
I have a column expected close date which I want to use for the forecast but the dates vary and although I can use month to get a numerical indicator of each month I cant work out how to create a formula which would capture all dates and present them as monthly totals in a separate columnin same or additional sheet.
I have read quite a bit in here around but can't seem to nail how I should do it, Hope soemone can help
Comments
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Hello,
If you would like to create a few formulae to display all dates and present them as monthly totals you can achieve this utilizing a SUMIF in combination with a MONTH function. The formula for January could look like this.
=SUMIF([Expected close date]:[Expected close date], MONTH(@cell) = 1, [Forecast value]:[Forecast value])
This formula states if the "Expected close date" month at the cell level equal 1 (January), include the value at that row level to be summed.
Altering the 1 within the formula to the progressing month values 1-12 will give you the sum totals for the other months.
Cheers,
Eric
Smartsheet Support
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Thanks for this I will work on it and let you know.
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