Skip to main content

Hello friends, how are you?
I'm really sure I'm missing something! Something so simple and easy can't be that complicated!

I have one table of leads
Another table of Ad cost

I want the Ad cost table to sum the number of leads I have on the same date from the leads table and then actually make a formula that will divide the advertising cost by the total leads.

I made a Linked record for the leads table and made a filter that will show me only the leads whose "registration date" is the same as the date that appears in the date column.

It does show me all of these leads (except for the ones whose date is the day after for some reason) but I don't understand how I can just automatically pull them into my list without using any automation that would make everything complicated!

It really seems super simple and super easy to me but I've been wasting too much time on this!!

I would really appreciate some help on this topic!
Thank you very much!

 

Without an automation you'll need to manually populate it, either by linking it manually or by creating a process during the creation of the leads to link it

Using an automation for this would be pretty straightforward to set up; may I know why you don't want to use automations?

Hi,
You have to set links between records in 2 tables. In your case, it seems like you need to copy dates field in Leads table into Linked field. Just copy-paste the whole field
Ensure Dates in the same format in both tables.

 


Then in Ad cost table, add rollup SUM (values) to add any Numbers from Leads table, or just Count to get a number of linked Leads.

Reply


Terms & Conditions