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Please find here attached more simplified workbook for the expected results. Now i have removed months tab and combined all the months in a new Master tab. Is it possible now to get the expected results.
Criteria for New Accounts Added to the Sales Pipeline (For Cell E2 & F2 Report Tab):
Total Quantity added In (immediate upcoming month from Jan) Feb-18 as New Customers. These Customers added in Feb-18 are not available in Jan-18 in the Master tab. That is the reason those are falling under New Customer Added. So the New customers added in Quantity are total 3 in Feb-18 will be appeared in Cell E2 Report tab and their Total Contract Value and Service Revenue will be appeared in Cell F2 in Report tab.
New Customers added in Feb-18 are highlighted with Yellow Color.
Criteria for Accounts Removed from the Sales Pipeline (For Cell J2 & K2 Report Tab):
Total Quantity of those Customer which were available in Jan-18 but disappeared in Feb-18. So the total Quantity of disappeared Customers in Feb-18 Sales Pipeline are 6 (Highlighted with Blue Color). Quantity 06 will be appeared in Cell J2 in Report tab and their Total Contract Value and Services Revenue will be appeared in Cell K2 in Report tab.
Request to you please help me. Any help on the same would highly be appreciated.
Many Thanks and Regards,
Neilesh
Criteria for New Accounts Added to the Sales Pipeline (For Cell E2 & F2 Report Tab):
Total Quantity added In (immediate upcoming month from Jan) Feb-18 as New Customers. These Customers added in Feb-18 are not available in Jan-18 in the Master tab. That is the reason those are falling under New Customer Added. So the New customers added in Quantity are total 3 in Feb-18 will be appeared in Cell E2 Report tab and their Total Contract Value and Service Revenue will be appeared in Cell F2 in Report tab.
New Customers added in Feb-18 are highlighted with Yellow Color.
Criteria for Accounts Removed from the Sales Pipeline (For Cell J2 & K2 Report Tab):
Total Quantity of those Customer which were available in Jan-18 but disappeared in Feb-18. So the total Quantity of disappeared Customers in Feb-18 Sales Pipeline are 6 (Highlighted with Blue Color). Quantity 06 will be appeared in Cell J2 in Report tab and their Total Contract Value and Services Revenue will be appeared in Cell K2 in Report tab.
Request to you please help me. Any help on the same would highly be appreciated.
Many Thanks and Regards,
Neilesh
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