Help: need to count "same month sales" (month(field1) = month(field2) and Sale=1)

[rob_nubox]

Hi! As the title says, i have the following situation.

Lead Create Date = A

Sales Close Date = B

Status (When its a final sale) = 'Closed | Won'

How can i setup a count that lets me combine all three things? I'm thinking:

Count all ID's where the month of date A = Month of Date B, and the Status = 'Closed | Won'

Can anybody help me out? I've been struggling all weekend.

[stevejoyce · Accepted solution]

Update below if your field names are different, but i believe this is what you are asking for...

Count({<[ID] = {"=[Lead Create Date] = [Sales Close Date]"}, [Status] = {'Closed | Won'} >}   [ID])

[rob_nubox]

Beautiful!! Thank you very much!!!

The solution went perfectly, and the final formula went like this:

Count({<[Deal ID] = {"=Month([Create Date]) = Month([Close Date])"}, [EsVenta] = {'Si'} >} [Deal ID])