How to Count My Closed Deals for the current year?

Deb White

I need to be able to see how many deals we have closed this year for the various regions. i.e Region 1, Region 2, Region 3 for 2020. I have about 5 stages - closed deal is the last stage.

I was trying use this as part of my formula =COUNTIFS({Business Unit}, [Business Unit]@row1, {Stage}, Stage$9, "> ="&DATE(C2,1,1),dates,"<="&DATE(C2,12,31)) C2 is 2020

This is within a Metric sheet pulling other criteria into the formula as well.

I have to admit - just starting to use formulas and I feel like I'm drowning. Any help would be appreciated.

Thanks

Joseph Noel

Hi this should work, you would need to align your column names to what they actually are in your sheet. This would give you the total of closed deals for Region 1, I would then make a new cell for Region 2...3..4 and so on and then just do a =SUM( for all the totals for each region just so you could see each one individually and then a total.

=COUNTIFS([Region Column:Region Column], "Region 1", [Deal Status:Deal Status], "Closed Deal", [Date Colmn:Date Column], YEAR(@cell) = 2020)

Hope that helps.

Joseph Noel

Hi this should work, you would need to align your column names to what they actually are in your sheet. This would give you the total of closed deals for Region 1, I would then make a new cell for Region 2...3..4 and so on and then just do a =SUM( for all the totals for each region just so you could see each one individually and then a total.

=COUNTIFS([Region Column:Region Column], "Region 1", [Deal Status:Deal Status], "Closed Deal", [Date Colmn:Date Column], YEAR(@cell) = 2020)

Hope that helps.

Deb White

Thank you - this fixed it.

Joseph Noel

Awesome glad I could help