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Hi,
I am looking for the formula that brings the first date of each sales stage.
Hereunder you will find the database I have and the result I am looking for.
What is the formula I need to use for the "Qualified Opportunity"? (first date of this company, this opportunit and sales stage = "Qualified Opportunity".
Thanks for your help
DATABASE
Company | Opportunity | StageName | Date | revenue |
Company 1 | Opportunity 1 | Qualified Opportunity | 01/01/2020 | 250000 |
Company 1 | Opportunity 1 | Develop strategy | 16/02/2020 | 250000 |
Company 2 | Opportunity 1 | Qualified Opportunity | 16/11/2019 | 100000 |
Company 2 | Opportunity 1 | Develop strategy | 23/12/2019 | 100000 |
Company 2 | Opportunity 1 | Present Value | 02/02/2020 | 100000 |
Company 2 | Opportunity 1 | Negotiate Terms | 15/06/2020 | 100000 |
Company 2 | Opportunity 1 | Closed Won | 12/11/2020 | 100000 |
Company 3 | Opportunity 1 | Qualified Opportunity | 13/11/2020 | 50000 |
Company 3 | Opportunity 1 | Develop strategy | 19/11/2020 | 50000 |
Company 3 | Opportunity 1 | Present Value | 27/12/2020 | 50000 |
Company 3 | Opportunity 1 | Negotiate Terms | 19/01/2021 | 50000 |
Company 3 | Opportunity 1 | Closed Lost | 23/01/2021 | 120000 |
Company 4 | Opportunity 1 | Qualified Opportunity | 01/12/2020 | 120000 |
Company 4 | Opportunity 1 | Develop strategy | 07/01/2021 | 120000 |
Company 4 | Opportunity 1 | Present Value | 02/02/2021 | 120000 |
Company 4 | Opportunity 1 | Negotiate Terms | 10/02/2021 | 120000 |
Company 4 | Opportunity 2 | Qualified Opportunity | 02/01/2021 | 50000 |
Company 4 | Opportunity 2 | Develop strategy | 15/01/2021 | 50000 |
Result
Company | Opportunity | Qualified Opportunity | Develop strategy | Present Value | Negotiate Terms | Closed Won | Closed Lost |
Company 1 | Opportunity 1 | 01/01/2020 | 16/02/2020 | ||||
Company 2 | Opportunity 1 | 16/11/2019 | 23/12/2019 | 02/02/2020 | 15/06/2020 | 12/11/2020 |
Solved! Go to Solution.
@Zilliox , In a matrix company and Opportunity on row and StageName column and Min of Date as value
@Zilliox , In a matrix company and Opportunity on row and StageName column and Min of Date as value
That is indeed very simple. Stupid of me haven't think about it
thanks
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