So i have all the info of quotes listed.
I'd like to have info over on the right where it gets the top 10 customers based on total revenue, and then another top 10 based on total actual profit etc.
Now keep in mind, Col G is the total revenue in the whole quote, also counting the monthly and yearly #'s as well in with it. Col H for profit also includes the monthly and yrly profit as well. (not the total for 12 months on the monthly just the first month would be factored into the revenue in col G and profit in H col)
Also be aware of this:
Won = Won, they got it and paid
WonO = it was a 2nd or 3rd quote Option that didn't win, but didn't want it to count as Won or Lost in other tally's. Also don't count it as revenue or profit, its only there for record it counts towards nothing.
Delayed = maybe later
Lost = Lost/dead quote
LostO = it was a 2nd or 3rd quote Option that also lost, but didn't want it to count as Lost other metrics for % ratio lost etc.. its only there for record it counts towards nothing.
Something like this as output:
Also I'd like more than 1 chart of total revenue, 1 based on quotes won and 1 based on total revenue counting anything except Lost, LostO, and WonO
Would it also be possible to have it based on a year range, so i guess looking like this. Where it will also count everything in yrs 2017 and 2018, if both were 2017 then it would only count that 1 year Jan1-Dec31.
Based on Closed dates column. This way i can look at different data on the fly changing the yrs.
I'd like to have info over on the right where it gets the top 10 customers based on total revenue, and then another top 10 based on total actual profit etc.
Now keep in mind, Col G is the total revenue in the whole quote, also counting the monthly and yearly #'s as well in with it. Col H for profit also includes the monthly and yrly profit as well. (not the total for 12 months on the monthly just the first month would be factored into the revenue in col G and profit in H col)
Also be aware of this:
Won = Won, they got it and paid
WonO = it was a 2nd or 3rd quote Option that didn't win, but didn't want it to count as Won or Lost in other tally's. Also don't count it as revenue or profit, its only there for record it counts towards nothing.
Delayed = maybe later
Lost = Lost/dead quote
LostO = it was a 2nd or 3rd quote Option that also lost, but didn't want it to count as Lost other metrics for % ratio lost etc.. its only there for record it counts towards nothing.
Something like this as output:
Also I'd like more than 1 chart of total revenue, 1 based on quotes won and 1 based on total revenue counting anything except Lost, LostO, and WonO
Would it also be possible to have it based on a year range, so i guess looking like this. Where it will also count everything in yrs 2017 and 2018, if both were 2017 then it would only count that 1 year Jan1-Dec31.
Based on Closed dates column. This way i can look at different data on the fly changing the yrs.
