We have a list of clients who want us to send them quotes. I'm trying to count how many quotes each employee sends to the client.
The employee will add their initials in column E.
The employee will add the date in column F when they send out the quote, but some employees add the date in column F as they begin the quoting process. I don't want to count those. I only want to count it if the quote has actually been sent to the client.
When the quote has been sent out to the client, the employee adds an "X" to column C or D (emailed or called). It doesn't matter which column (or both) have an "X" as long as at least one of the columns does. So if there is an "X" in column C & D then it should only count as 1 quote completed.
Column I has a data validation list of each employees initials. I2 is the first employee's initials.
Row 1 (starting in column J) has the dates.
Here's what I have tried:
=IF(AND(OR($C:$C="X",$D:$D="X")$E:$E=I2,$F:$F=J1),COUNTIFS(E:E,I2,F:F,J1),0)
Thank you in advance!
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