Hi there, I’ve got a CRM base that has a series of stages that an opportunity (aka the main record) goes through. I’m trying to track the conversion rate for each stage, basically if my stages are: [Prospecting Qualifying Proposal Won / Lost] Then I’...

Hey all, I have a formula to generate a date and then format it, here’s what it looks like: DATETIME_FORMAT(DATEADD({Touch Point}, (SWITCH({Coin Type}, ‘Platinum’, ‘3’, ‘Gold’, ‘6’, ‘Silver’, ‘12’, ‘Copper’, ‘Null’)), ‘months’), ‘MMMM-YYYY’) My {Touc...