Hi all,
I am trying to calculate what our past pipeline looked like. To do this, I need to sum the value of any opportunity that
- was created before or during the month in question
- either closed after that month or is still open
My data looks like this:
| Opportunity | Value | Created On | Closed On | Status |
A | 10 | 7/2/2020 | 9/3/2020 | Closed |
| B | 15 | 8/3/2020 | 9/12/2020 | Closed |
| C | 7 | 8/20/2020 | 9/15/2020 | Closed |
| D | 8 | 9/3/2020 | 9/23/2020 | Closed |
| E | 13 | 9/18/2020 | 10/6/2020 | Closed |
| F | 9 | 10/3/2020 | | Open |
| G | 22 | 10/12/2020 | | Open |
And I am looking for results like this:
| Month | Total Pipeline Value |
| July | 10 |
| August | 32 |
| September | 13 |
| October | 31 |
July would be the sum of Opportunity A, since it's the only one that was created in or before July and it didn't close until August. August would be the sum of A, B, and C, because all of them have a Created On date that is before the end of August and a Closed date after August. And so forth.
I've been playing around with this for a while and can't figure it out, and I wasn't able to find anything similar on here via search.
I'd appreciate any help. Thanks!
