Sales Formulas- Revenue by month and deal total by month
HI everyone,
I am trying to create three formulas on a sales pipeline.
The first is I am trying to track for the month of July how many deals we have that are opportunities. Then I am trying to track for the month of July how much revenue in deals we have that are in the opportunity stage. I then want to be able to track total variance from quota for the month of July so I can see if my team is on track.
I also want to be able to track how many leads we have for the month of July.
Can someone help with this?
Comments
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Hi Hails,
Here are a couple of formula examples you could use to accomplish this:
A count of the number of opportunities for the month of July:
=COUNTIFS(Type:Type, "5 - Opportunity", [Date Column 1]:[Date Column 1], >=DATE(2019, 7, 1), [Date Column 2]:[Date Column 2], <=DATE(2019, 7, 31))
A count of the number of leads for the month of July:
=COUNTIFS(Type:Type, "1 - Lead", [Date Column 1]:[Date Column 1], >=DATE(2019, 7, 1), [Date Column 2]:[Date Column 2], <=DATE(2019, 7, 31))
A sum of revenue for opportunities in the month of July:
=SUMIF(Type:Type, "5 - Opportunity", Revenue:Revenue)
For more information on these functions, please see:
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