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Show accounts added or lost over time

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CodyB
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi, I'm trying to track accounts added or lost over time. I want to be able to view this data by week, month, quarter, or year and compare it to the previous period. How can I set this up? 

Base contains Customer Name, Added Date, Lost Date among other information. 

4 Replies 4

You'd need to create a summary table where each record represented a single date period you want to compare against.  For example, assuming you want to compare stuff across months, you would create a table where each record represented a single month year. 

You would then link your data records appropriately, e.g. records that are added in January 2024 would be linked to the record "January 2024" in that new table, etc

You could then use rollups and lookups to compare the values across months, and you'd use automations to link everything up automatically

Sounds good, but how that actually works I have no idea. I played around with it and can't figure out how to make it lookup or rollup certain date ranges. 

I've put together a basic example here for you to check out

Screenshot 2024-06-02 at 1.47.56 PM.png
Screenshot 2024-06-02 at 1.47.58 PM.png

  

 

Thank you so much! I'll check it out