Create SUMIFS formula
I need help creating a formula that will show the sum of the Forecast Amount for any Opportunity that has one of these Sales Stages:
1 - Prospect
2 - Assessment
3 - Proposal
4 - Contracts
If it's easier to write one that includes "everything except", these would be the ones to exclude:
Closed Won
Closed Lost
All I come up with is UNPARSEABLE.
Thanks in advance for your help!
Best Answers
-
Try something along the lines of...
=SUMIFS([Forecast Amount]:[Forecast Amount], [Sales Stage]:[Sales Stage], NOT(CONTAINS("Closed", @cell)))
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
Paul -- thank you SO much!! That worked! You're a lifesaver!
Answers
-
Try something along the lines of...
=SUMIFS([Forecast Amount]:[Forecast Amount], [Sales Stage]:[Sales Stage], NOT(CONTAINS("Closed", @cell)))
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
-
Paul -- thank you SO much!! That worked! You're a lifesaver!
-
Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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