I have a database, which is extracted from our CRM. We sell and install equipment. There are two key dates, which are important: sign date (i.e. when we won the job) and install date.
I have created two formula fields (‘Sign Month (fx)’ and ‘Install Month (fx)’) to give the month in YYYY-MM format. I then have an automation in place to copy these calculated fields into ‘Sign Month’ and ‘Install Month’, which are linked fields.
Finally, I have created a Summary table where I would like to roll up various metrics by month (e.g. revenue).
This is where I come unstuck and can’t figure out a way forward…
I would like to see, for example, revenue by sign month and by install month. That way, I can summarise both our sales performance (what’s signed in a given month) as well as our operational performance (what we install in a given month).
Where I’ve got to is I think I need to differentiate the months, perhaps with a prefix such as I-YYYY-MM for Install Month and S-YYYY-MM for Sign Month. I find this a little convoluted and it also means I would have to have separate tables for each (i.e. I couldn’t have a table that compares sales won to revenue installed in a month side by side).
I couldn’t find anything on this in the forum so thought I would reach out to the community first to see if this is indeed the approach to take or if there’s a better way.
Thanks!