Cross Sheet Reference/ sum values

jhawker

Looking to VLOOKUP into one data sheet to find

- a sales rep name where the sales stage is contracted and sum up the Estimated Value field, which sums up any dollar amount in the (estimated value) field. End result is to show a sales rep and how much they have contracted to close via a dollar amount.

My formula example:

=COUNTIFS({Sales Stage}, ="FU-6", {Sales Rep}, ="Phil", {Est Value}, = "???")

Paul Newcome

If you are wanting to sum numbers based on specific criteria, you will want to use a SUMIFS instead of a COUNTIFS.

jhawker

Paul - thanks for the suggestion. Any thoughts around pulling back the total $ amount within the estimated value column? 

 

=SUMIFS({Sales Rep 1}, ="Terry", {Stage Range 3}, ="Contract", {Sales Pipeline Range 1}, ="[Estimated Value]:[Estimated Value]")

Paul Newcome

Are you able to provide some screenshots with sensitive/confidential data hidden, removed, or replaced with "dummy data"?

 

I am unable to determine which column names/cross-sheet references need to go where just based on your provided formulas.