How to make a cell populate based on content of a referenced cell?

My goal: Choose a sales stage from a drop down list in a cell/column (sales stage) then have a different cell in a different column (probability) populate based on the sales stage.

Example: Column called Sales Stage shows "Samples Sent" (from a dropdown list) --> Based on that "Samples Sent" selection, the cell in column called "Probability" would show "25%" (from a dropdown list).

Any help would be great...

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Steve Gollob

    I hope you're well and safe!

    Try something like this.

     =IF([Sales Stage]@row = "Samples Sent", 0.25)
    

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Hi @Andrée Starå:

    Yes! That worked for that row.

    However, I have a column [Sales Stage] where each cell contains a dropdown containing 6 different stage definitions (e.g. 1-Prospect, 2-Meeting Set, 3-Samples Sent, etc etc). I want each stage to populate the column [Probability] with a corresponding % (e.g. 1-Prospect = 10%).

    I could modify each cell using the proper syntax as you so kindly provided but of course that isn't practical. Rather, how do I write it to pick-up whatever sales stage entry might be?

    Hope that makes sense!

    Steve

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