Hi Guys,
I need to build a sales pipeline for my company. I've mades templates by myself before and shared with my co workers but they're not very good.
Therefore, I've downloadet Microsofts Detailed Pipeline template (Attached as file). It looks awesome and I am confident it will be a HUUUGE asset to our company.
Now, my problem: This template includes a function where you can insert "Forecast Close" (Expected Date of closing the sales). You can choose month and year. Problem is, that if I choose 2018 (current year), the table on the 2nd sheet ("Papeline Calculations") totally screw up. In that table all the cells just suddenly turn to "#Name?"
Why is that? And how do I avoid this? Basically I need to know how I update this Pipeline so I can share with my Sales Team and so I can update it also when reaching 2019, 2020, 2021 etc.....
PS: I have no clue when it comes to PivotTable. It really needs to be idiot proof. Appreciate if I can get explanation as well as solving the problem in the file itself? Hope it's not too much to ask.
Thanks so much guys and have an awesome weekend!
Bookmarks