Hello. I'm hoping that someone can give me some guidance on this task. You will notice quickly that I am far from being an excel guru!
I am trying to see the names of everyone meeting the following criteria in sheet 2 of the file attached:
-1 or more wins
-between $250,000 - $999,000
-occured within the past 12 months of the file open date
->25% of combined entries for 1 sales person is in a status of Won/Lost/PursuedInReview/Submitted
So in the sample file I've provided I notice when filtering on column B and column F that sales person 'john juniper' has two wins totaling $925,000 within the past year which means he qualifies for the summary report. This is what I'd like to see input into the 'achievers' sheet but all of my existing formulas are grabbing the individual rows for the people that qualify so I'm back to square 1. In my actual data I have thousands of rows of data so to see all of the rows for john in the next sheet isn't a hugh problem but I'd then have to filter it to get his sum. I'm hoping to use a formula to perform the arithematic and summarize this into 1 view without using a pivot table.
Let's say column B has the status; column C has the deal submission date; column F has the sales owners name and column G has the revenue amount.
Does anyone have any recommendations. I can't attach a file for some reason!
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