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Count active clients

  1. #1
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    Count active clients

    I need to determine how much of our clients have used our product at least once a month since their first use. For this, I have 2 separate sheets that hold two separate colums each.

    Sheet 1 is "Clients summary" and holds each individual clients and their according number of contracts. I Named array "CLIENTS" and "JOBS"
    Sheet 2 is "Contract summary" and holds the date of each contract and the name of the client.

    I need the formula to scan each line of CLIENTS, find the first occurence of each client in contract summary, use FLOOR(YEAR360(that value;TODAY())/12) to establish the number of complete month since first contract and compare it to the number of jobs already done.

    If the number of jobs is > number of months, it is counted, otherwise, it is ommitted.

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Count active clients

    Hi and welcome to the forum.

    Please upload the workbook and manually add the results you expect and if it's not blindingly obvious explain the rules for arriving at the results referencing the contributory cells.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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