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Need a formula for a sales report to determine when an account is handed over to sales

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    Need a formula for a sales report to determine when an account is handed over to sales

    Hi

    I am working on a sales report to determine target calculations for the sales team. I need to determine the month in which the account was handed over to the salesperson owning them in Dec 2015.

    Please refer attached file.
    Column A - List of Clients
    I have listed the salesperson who was responsible for the account in each month.
    For clients where there was a change in account owner ship in 2015, I have highlighted in yellow.

    For example: Client D was handed over to RP in Aug 15. So in Column N, I need a formula to show Aug 15.

    Can somebody please help with the formula on how to determine the handover month?

    Thanks!
    Attached Files Attached Files

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    Forum Expert Fotis1991's Avatar
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    Re: Need a formula for a sales report to determine when an account is handed over to sales

    Perhaps in N3 and copy down.

    Formula: copy to clipboard
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    Also-as a suggestion-, Don't use merge cells. You get only problems by using these.
    Regards

    Fotis.

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    Re: Need a formula for a sales report to determine when an account is handed over to sales

    Thanks Fotis. I tried the formula but it is giving me the name of the person rather than the date...I need it to show the month of transfer...

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    Forum Expert Fotis1991's Avatar
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    Re: Need a formula for a sales report to determine when an account is handed over to sales

    No way!!!


    ..............
    Attached Files Attached Files

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    Re: Need a formula for a sales report to determine when an account is handed over to sales

    Thanks Fotis...I see it works now

    But I still have a problem...sorry to be a bother but when I drag the formula down, it does not show the month for the next one because the salesperson is different. The salesperson will change for each client so how can I determine which salesperson to consider...

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    Forum Guru samba_ravi's Avatar
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    Re: Need a formula for a sales report to determine when an account is handed over to sales

    N3
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    Try this and copy towards down
    I think it may work for you
    Samba

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    Re: Need a formula for a sales report to determine when an account is handed over to sales

    Thanks nflsales, the formula works perfectly!!

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