Sales activity for the first month only

[McintoschRab]

Hi,

I'm looking for a way to show the revenue for our salesreps in the first month only.

I've got two dates: 

Date (which is our activity date)

First sales date (which is the date the salesrep started selling)

What I want is to show the total revenue of the salesrep in his first month only (so not to date)

We have sales reps starting in different months so it's good to see how they compare in their first months.

Anyone has any idea?

Thanks,

Rob

Cheers,

Rob

[md_talib]

First make a Master Calendar where you will declare which is your first month for is it Jan or April. and also Create a Fiscal Month Field in the calendar.  

Then use IF condition to for your desired output. 

Lets Say, 

IF( Fiscal_Month={'1'},Sum(Revenue) }

[McintoschRab]

Hmm unfortunately I don't have access to do so. I'm merely an end user trying to get the data I need.

All I can tell that is that both dates are in 2024-01-01 form.

So I was thinking I could write it like this:

=IF([fiscal month]='2024-01', sum([revenue]))

But that doesn't work

[Vinicius_121]

Have you tried using min in set analysis? 

sum({<[fiscal month]={"$(=min([fiscal month]))"}>} [revenue])

this will bring only the min value of the date you want, you need to filter the "salesrep" to get his own first date