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Ruby Kandah
Formula field on Op that assigns Op an ID # per Rep
Hi All,
I am trying to create a formula field on my opportunity object that does this:
1) Sort opportunities owned by rep
2) Filter opportunities that have reached stage = Closed Won
3) From these CW ops, sort by Close date (first close date should be first, most recent close date should be last)
4) Once sorted, assign it a count (i.e. Op CW on 1/1/2016 = 1...11/16/16 = 100)
5) Repeat this for the next rep
Can someone help me write this formula out?
I am trying to create a formula field on my opportunity object that does this:
1) Sort opportunities owned by rep
2) Filter opportunities that have reached stage = Closed Won
3) From these CW ops, sort by Close date (first close date should be first, most recent close date should be last)
4) Once sorted, assign it a count (i.e. Op CW on 1/1/2016 = 1...11/16/16 = 100)
5) Repeat this for the next rep
Can someone help me write this formula out?