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Calculate Total CRM Forecasts From Today Until End Of Month

Posted on by Annie D

In this video tutorial, I showcase how you can work out a dynamic monthly calculation.

This is perfect for a CRM scenario where you may want to dynamically calculate a monthly sales forecast for the remainder of the month.

In this example, we use the DATESBETWEEN function, which enables us to open up a dynamic date window.

Enjoy working through this one.

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Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.