Hey all, I'm trying to build a sheet for my company that pulls information by month and then matches the agent name to countif and track total leads. I've setup seperate sheets for each month that log how many sales leads are generated and which agent submitted the lead.
My goal is to create a drop down menu where we can select each month, if the agent name matches it will count the total entries for the month into a column titled Leads.
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Main Sheet is called Monthy Stats, Column A has the drop menu to select the month, starting with September. Column B titled Agent Name, and is currently using an importrange from another sheet titled Team Roster. Column C is where I want to populate the total leads if the agent name matches from another sheet titled Sept Leads.
On the September Leads sheet the agents names are populated in Column E.
I hope this is descriptive enough.
My goal is to create a drop down menu where we can select each month, if the agent name matches it will count the total entries for the month into a column titled Leads.
--------------------------
Main Sheet is called Monthy Stats, Column A has the drop menu to select the month, starting with September. Column B titled Agent Name, and is currently using an importrange from another sheet titled Team Roster. Column C is where I want to populate the total leads if the agent name matches from another sheet titled Sept Leads.
On the September Leads sheet the agents names are populated in Column E.
I hope this is descriptive enough.