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Weekly Sales Summary

  • September 2, 2024
  • 1 reply
  • 22 views
G
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Hi,

I am new to Airtable and now very tech savvy in general so I'm sorry if this is an obvious question.

I have a table with a list of my discovery calls and then I record when these turn into paying clients. I want to summarise how many sale I make per week and per month. 

When I did this in excel I created a separate sheet that had the weeks of the year listed by date and by week number. Then I set up a formula to capture all sales made in that specific week. How do I do this in Airtable?

Thanks!

1 reply

TheTimeSavingCo
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Hmm, depends on your workflow really.  If it's just visual you could create a formula field that outputs the week number and year, and group by that (and you'd do the same for months)?

"W" & WEEKNUM({Conversion Date}) & " " & YEAR({Conversion Date})

 

Adam, Airtable Consultant - thetimesaving.company
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