This content has been marked as final. Show 2 replies
I'm struggling with bringing a spreadsheet consisting of goals into my data.
We have a bunch of companies (ReferralCompanies) that give us referrals (Referrals) on a daily basis. We have created monthly goals based on marketing plans for those companies (ReferralGoals).
What I'm trying to do is create a side by side comparison per month of Referrals received vs. Referral Goal. Something like this:
My Goals Table (spreadsheet) looks like this:
My Referral Table includes Referral Company, Referral Date, and ReferralID (used to make the count).
I've scoured the forums looking for a solution. Time to ask for help. Any feedback is much appreciated.
I've tried these links with no luck: