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Trying to Filter By a Date Range of Linked Records

Topic Labels: Base design Data Views
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martino
4 - Data Explorer
4 - Data Explorer

I have a base that measures how many consultations our firm has booked in a given day. We have all inquiries logged onto a sheet called "Consultations." The Consultations sheet has details of each inquiry including which rep took the call and the result of the call (i.e. consult booked, may call back, etc.) amount other things. We have two other tables, one for the list of all of the results(i.e. consult booked, may call back, etc.) and the other that lists all of the sales reps that is linked to the consultations table. What I am trying to do is create a view for the sales reps that shows their closing rate (inquires / consults booked = closing rate) however, I want to be able to specify a date range to see if they are improving or declining not just all time. The problem is that I can't filter by the date of the records on the consultation table on the sales rep table. Is there a way to do this? 

Screenshot 2023-07-24 at 4.32.49 PM.png

1 Reply 1

Hmm, try creating a conditional rollup?  If you wanted it to be automatic per month you'd need to create another table where each record was a month<>Rep though