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Hi there,
I'm looking for a way to show sales activity done in the first month.
Currently this is only possible for the Current month as there is next month activity.
How do I call on a specific activity date in a bucket?
The metrics I (think) need to use are:
[Revenue]
[start date](in days eg. 01/01/2024, 02/01/2024, etc)
So I want the following:
Jan 2023 showing Month 1 revenue
Feb 2023 showing Month 1 revenue
March 2023 showing Month 1 revenue
etc. etc.
Is there a way to do this?
Thanks
Robert
Hi, @McintoschRab See it like this:
//first day of current month
Sum({< [start date] = {"$(=(MonthStart(Date((Today(1)))) ))"} >} [Revenue])
//-1, for the previous month
//-2, -3.... and so on
Sum({< [start date] = {"$(=(MonthStart(Date((Today(1))),-1) ))"} >} [Revenue])
//another idea would be to create the monthstart field for each date in your script
=If([start date]=MonthStart([start date]), [start date], Null())
Regarts, Matheus