Sum of closed opportunities by current quarter, current year and year to date

Joshua_Will

I previously used salesforce, and enjoyed many features of the program, but sales slowed down as I had a slow down in sales for a few years and salesforce was too expensive to pay for and not use.

I 'm trying to modify the Sales/Pipeline Template Metrics sheet to show me "Closed Won" Opportunities for the following time frames:

1. Current Quarter
2. Year to Date
3. Last 12 months

These formulas are over my head as I'm just getting into using metric sheets, reports, dashboards etc.

Any help would be greatly appreciated!

2022-02-18 16_39_53-Window.png

Genevieve P.

Hi @Joshua_Will

I think the easiest thing to do here would actually be to create 3 Reports instead of use formulas. You could use formulas, but Reports have built in functionality that will create simple calculations, such as SUM, to help you see overall totals as well.

You would use the Filter portion of a Report to create your Timeframes and identify the "Closed - Won" criteria, then you can use the Summarize function to create a header row.

There is potentially one formulas I would add to make filtering easier. You can use a helper column in the source sheet to simply pull the YEAR from your date, like so:

=YEAR([Closed Date]@row

Then you can use this helper column in your Report to filter by 2022.

Current Quarter will be a bit trickier, as it depends on what your quarters are defined as. We could do a formula, or you could use the specific Date Range in a Report:

Cheers,

Genevieve