Formula to Count Certain Leads for People Within a Specific Month for Sheets

[Mattdim805]

My Google sheet can be referenced here.

On the 2021 Openers tab, I need to create a formula that will allow me to count the total amount of leads associated with a specific person within a specific month, referencing the data on the 2021 Lead Data tab.

Formula criteria to consider:

1. The Leads column should only count leads for the adjacent names that match the Lead Opener column, that are in the month of April and have a Lead Status of Lost Lead, Won Lead, Working, and Start a Quote.
2. The Policies column should only count leads for the adjacent names that match the Lead Owner column, that is in the month of April, and have a Lead Status of Won Lead.

i.e. Cell '2021 Openers'!B6 needs to count cells that match the adjacent name in '2021 Openers'!A6 to '2021 Lead Data'!D:D, the month of April in '2021 Lead Data'!B:B, and "Lost Lead", "Start a Quote", "Won Lead", and "Working" in '2021 Lead Data'!C:C.

i.e. i.e. Cell '2021 Openers'!C6 needs to count cells that match the adjacent name in '2021 Openers'!A6 to '2021 Lead Data'!E:E, the month of April in '2021 Lead Data'!B:B, and "Won Lead" in '2021 Lead Data'!C:C.

Thanks in advance for the help!

 

[Fluff]

Do you need this to work in Sheets or Excel?

 

[Mattdim805]

Do you need this to work in Sheets or Excel?

Sorry - to clarify, I need this to work within Google Sheets.

 

[Fluff]

OK, you should say so in your OP in future, you should also post the question in the General Discussion & Other Applications section.
I will move it for you this time.

 

[Mattdim805]

OK, you should say so in your OP in future, you should also post the question in the General Discussion & Other Applications section.
I will move it for you this time.

Appreciate that! Will do.

 

[Fluff]

Not sure if this works in Sheets, but try

=SUM(COUNTIFS('2021 Lead Data'!D:D,A3,'2021 Lead Data'!B:B,4,'2021 Lead Data'!C:C,{"Lost lead","won lead","working","start a quote"}))

 

[Mattdim805]

Not sure if this works in Sheets, but try

=SUM(COUNTIFS('2021 Lead Data'!D:D,A3,'2021 Lead Data'!B:B,4,'2021 Lead Data'!C:C,{"Lost lead","won lead","working","start a quote"}))

Hi Fluff. Thanks for the formula. That didn't work for the Leads column, but I was able to modify it to work for the Policies column (did so by removing all criteria but "won lead" for that specific range). If you refer to the below screenshot, you'll find that Kayla Dent has 7 leads total, 4 of which became policies. The policies are calculating properly, but the lead count isn't.

Kayla should have 7 leads total in the month of April.

 

[Fluff]

You may need to wrap the formula in arrayformula like

=arrayformula(SUM(COUNTIFS('2021 Lead Data'!D:D,A3,'2021 Lead Data'!B:B,4,'2021 Lead Data'!C:C,{"Lost lead","won lead","working","start a quote"})))

 

[Mattdim805]

You may need to wrap the formula in arrayformula like

=arrayformula(SUM(COUNTIFS('2021 Lead Data'!D:D,A3,'2021 Lead Data'!B:B,4,'2021 Lead Data'!C:C,{"Lost lead","won lead","working","start a quote"})))

Worked like a charm - thanks!

 

[Fluff]

You're welcome & thanks for the feedback.