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- #3424042
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have already sent a proposal. Description
Experience Level: Entry
Every week we export salespeople opportunities sheet 1 we can call week 1 , it’s everything they have in their opportunity list .
Would like a total at the bottom by close date month and year and the stage it is at created automatically
The following week we download same report sheet 2 want to compare sheet 1 to sheet 2
The comparisons are in sheet 1 you can compare by opportunity numbers
His the opportunity gone it wouldn’t appear om sheet 2
Has the stage changed
Hs close date change
Any new opps
Totals again bottom sheet 2 week 2
Like that every week then at end of month can compare week 1 to week 4
Would like a total at the bottom by close date month and year and the stage it is at created automatically
The following week we download same report sheet 2 want to compare sheet 1 to sheet 2
The comparisons are in sheet 1 you can compare by opportunity numbers
His the opportunity gone it wouldn’t appear om sheet 2
Has the stage changed
Hs close date change
Any new opps
Totals again bottom sheet 2 week 2
Like that every week then at end of month can compare week 1 to week 4
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