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?

Screen Shot 2019-07-03 at 1.22.48 PM.png

Screen Shot 2019-07-03 at 1.22.36 PM.png

Find more posts tagged with

Sales

Reports

Account and User Management

Comments

Alejandra

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:

COUNTIFS: https://help.smartsheet.com/function/countifs
SUMIF: https://help.smartsheet.com/function/sumif

Sign in to join the conversation!

Quick Links

Trending discussions

Folder Level Sharing
Circling back to this….. Another year goes by and still no folder level sharing. Smartsheet developers don't listen to their clients. I have seen hundreds or posts and requests for this over the past 7-8 years. And still NOTHING!! This has been a huge issue for us as a company. As you can tell this is a sore spot for us…
Restore multiple cell changes from Snapshot
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…
Why are my answers not showing up when a document is generated?
I have my Smartsheet set to generate a document when a form is filled out. The document is a fillable PDF and when the document generates not all of the answers populate on the generated PDF. I have tried making the PDF again from scratch, I have tried copying and pasting the fields so I know they're the exact same…