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Automating a sales forecast based on a start and end date for revenue

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    Automating a sales forecast based on a start and end date for revenue

    Hello,

    I have a table (see attached) that has the product name; revenue per month; start date when revenue begins and end date for when revenue stops. I would like to automate my sales table (providing monthly sales) so that the revenue starts on the date the table indicates and ends on the date the table indicates -- for each product.

    Does anyone know how to do this? I attach a sample spreadsheet for reference.

    Any help would be much appreciated.

    Many thanks!
    Attached Files Attached Files
    Last edited by adam_d_john; 02-14-2017 at 02:54 PM. Reason: Uploaded the updated excel file

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    Re: Automating a sales forecast based on a start and end date for revenue

    In G3

    =IFERROR(INDEX($D$2:$D$5,MATCH(1,($A$2:$A$5=$F3)*(G$2>=$B$2:$B$5)*(G$2<=$C$2:$C$5),0)),"")

    Enter with Ctrl+Shift+Enter

    BUT in row 2

    Set dates to Excel dates i.e. 01/01/2017, 01/02/2017 (dd/mm/yyyy) and then format as "mmm".

    ALWAYS use proper Excel Dates NEVER TEXT!
    Attached Files Attached Files

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    Re: Automating a sales forecast based on a start and end date for revenue

    I have updated the spreadsheet with the proposed formulas (I added it to the original post), but it only provides data for product C. I re-attached the updated spreadsheet here.

    I was trying to have the same monthly revenue figure applied to all the cells between the start date and the end date. For example: Product A would have $200 in all months between march and December 2017.

    Is this something that is possible to do?

    Many thanks for your assistance!
    Last edited by adam_d_john; 02-14-2017 at 03:20 PM. Reason: added a second file

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    Re: Automating a sales forecast based on a start and end date for revenue

    That is what the file in #2 does. Did you actual look at it : changed dates in row 2 ????

    plus your range is incorrect as you put the dates in rows 9 to 12!
    Last edited by JohnTopley; 02-14-2017 at 03:28 PM.

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    Re: Automating a sales forecast based on a start and end date for revenue

    See the attached ..
    Attached Files Attached Files

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    Re: Automating a sales forecast based on a start and end date for revenue

    Hi John,

    Apologies - It seems I messed up the rows.

    Thank you for fixing and sending over. Much appreciated!

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    Re: Automating a sales forecast based on a start and end date for revenue

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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    Re: Automating a sales forecast based on a start and end date for revenue

    Done. Thanks again.

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