Hi,
We run a photography studio. The customer journey starts with a discovery call, before proceeding with a deepened consultation call for some, and then the actual photo session. The bookings for the discovery call come primarily from Meta ads.
When monitoring that we have enough bookings (and potentially need to work on the Meta ads to get more bookings), we need to see historical data for how many bookings we’ve had. This would be on either daily or weekly basis, the problem is the same. For example, we’d like to see a table showing how many bookings we had for the coming two weeks and have this for each day, and see what the historical levels have been.
This is how I tested: I first created a new table with one record per day. Then I linked the event bookings to each record (day). I then created a lookup field that would select all events of the type Discovery and wanted to add a filter for including only those events with a date “on or later” than that record’s date, which was not possible.
You can see my setup here:
I would need to reference the record’s date (actually the primary field named as dates) in “Enter a date” field, but that is not possible.
I played around with straight formula fields also, but couldn’t come up with a logic that would select (count) only the instances after the record’s date. Mainly I tried IF clauses referring to being greater than the record’s date, but this doesn’t seem to work with array data.
Any thought how I should re-think or approach this, given the limitation of being stuck with not being able to reference a record field in the filter section?
TIA,
Björn
