HI everyone,

I am trying to create three formulas on a sales pipeline.

The first is I am trying to track for the month of July how many deals we have that are opportunities. Then I am trying to track for the month of July how much revenue in deals we have that are in the opportunity stage. I then want to be able to track total variance from quota for the month of July so I can see if my team is on track.

I also want to be able to track how many leads we have for the month of July.

Can someone help with this?

Functionality
Industry
Department

Hi Hails,

Here are a couple of formula examples you could use to accomplish this:

A count of the number of opportunities for the month of July:

=COUNTIFS(Type:Type, "5 - Opportunity", [Date Column 1]:[Date Column 1], >=DATE(2019, 7, 1), [Date Column 2]:[Date Column 2], <=DATE(2019, 7, 31))

A count of the number of leads for the month of July:

=COUNTIFS(Type:Type, "1 - Lead", [Date Column 1]:[Date Column 1], >=DATE(2019, 7, 1), [Date Column 2]:[Date Column 2], <=DATE(2019, 7, 31))

A sum of revenue for opportunities in the month of July:

=SUMIF(Type:Type, "5 - Opportunity", Revenue:Revenue)