Upcoming database upgrades. Airtable functionality will be reduced for ~15 minutes at 06:00 UTC on Feb. 4 / 10:00 pm PT on Feb. 3. Learn more here

Rolling Forecast within time

Topic Labels: Formulas
248 0
Showing results for 
Search instead for 
Did you mean: 

Hi all,
I’ve almost finished our CRM, but I’m totaly stuck to have a rolling forecast.

To simplify it as much as possible:
I have an “OPORTUNITIES” table. Each record has a “VALUE in €”, a “CREATED DATE” and a “CLOSING DATE”.
I would like, on a second table named “ROLLING”, where each record is a “DATE”, to cumulate all the ‘OPORTUNITIES’ records witch are open at a “DATE” (inbetween “CREATED DATE” and “CLOSING DATE”) in order to have the rollup of all “VALUES in €” per day.

–> Having a rolling forcast of my oportunities within time.

Thanks a lot

0 Replies 0