Auto Populate % progress based on Sales Stage

Gaurav Chauhan

Hi,

How do I auto populate a particular % value in the column next to the Opportunity Stage

Eg. Between Stages X, Y and Z, each being 50%, 75% and 100%, how do I tied these % column field to auto populate these value as soon as I pick the stage from the drop down menu

Gaurav Chauhan

Thank you Andree for helping through. I know I over write the Decimal format to % hoping it would work.

Can you please check the below.

I am trying to add the $ values under weighted forecast when they align to Closed Won Sales Stage - Until that part the formuale works.

But need to add the Dates as well to limit between per Quarter and this is where it fails. Can you help fix it.

=SUMIFS({Weighted Forecast}, {Sales Stage}, "Closed Won", {Expected Close Date}, >=DATE(2022, 1, 1), <=DATE(2022, 3, 31))

Andrée Starå

Hi @Gaurav Chauhan

I hope you're well and safe!

Try something like this.

=IF(Stage@row = "X", 0.5, IF(Stage@row = "Y", 0.75, IF(Stage@row = "Z", 1)))

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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Gaurav Chauhan

Thank you for the help. I was able to recreate the logic for the extended categories tied to the percents and it populates correct;y.

However, now that I am multiplying a $ value to these % values, it is giving me "INVALID OPERATION". Whereas, if I just type in any % value in place of that formulae cell, the multiplication works.

Would you know why that is ?

Andrée Starå

@Gaurav Chauhan

Excellent!

Happy to help!

Regarding the second part.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

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Gaurav Chauhan

Hi,

Based on other questions on the community, I used the Value formulae instead for simply multiplication.

But still gives me an #UNPARSEABLE error

SS Formuale.PNG

Andrée Starå

@Gaurav Chauhan

Strange!

I'd be happy to take a quick look.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Gaurav Chauhan

Sure, I can extend that out to you.

However, why is your email ID doesnt have smartsheet as a domain but workbold.com

Can you share your Smartsheet email ID

Andrée Starå

@Gaurav Chauhan

Ok.

It's because I'm not a Smartsheet Employee.

I'm a Smartsheet Expert Consultant & Partner, and my Company name is WORK BOLD.

Make sense?

Gaurav Chauhan

Hi, have extended the Temp access. Thanks,

Andrée Starå

@Gaurav Chauhan

Excellent!

Glad we got it working!

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Gaurav Chauhan

Thank you Andree for helping through. I know I over write the Decimal format to % hoping it would work.

Can you please check the below.

I am trying to add the $ values under weighted forecast when they align to Closed Won Sales Stage - Until that part the formuale works.

But need to add the Dates as well to limit between per Quarter and this is where it fails. Can you help fix it.

=SUMIFS({Weighted Forecast}, {Sales Stage}, "Closed Won", {Expected Close Date}, >=DATE(2022, 1, 1), <=DATE(2022, 3, 31))