Forum Discussion
Creating Forecast based on Pipeline Values between Dates and conversion rate
sure - here you go:
Data Table:
| Project Name | Phase | Status | DatePhase1 | DatePhase2 | DatePhase3 | DatePhase4 | Value |
| A | 1 | live | 01.08.2023 | 14.04.2024 | 25.09.2024 | 03.06.2025 | 150 |
| B | 2 | rejected | 15.09.2023 | 15.04.2024 | 01.10.2024 | 05.07.2025 | 80 |
| C | 3 | live | 23.09.2023 | 18.06.2024 | 18.10.2024 | 16.09.2025 | 200 |
| D | 2 | live | 14.10.2023 | 22.07.2024 | 20.12.2024 | 13.08.2025 | 50 |
| E | 4 | live | 17.01.2023 | 05.03.2024 | 17.06.2024 | 31.12.2024 | 80 |
desired outcome (forecast for each phase based on current phase and enter dates):
| 2024 | ||||||||||||
| 01 | 02 | 03 | 04 | 05 | 06 | 07 | 08 | 09 | 10 | 11 | 12 | |
| Phase 2 | 0 | 0 | 80 | 230 | 230 | 350 | 400 | 400 | 250 | 50 | 50 | 0 |
| Phase 3 | 0 | 0 | 0 | 0 | 0 | 80 | 80 | 80 | 80 | 280 | 280 | 238 |
| Phase 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 80 |
Hi,
I am not sure how much i can help but i would like to try. Share the download link of an MS Excel file with your sumproduct() formula already written there. I will try to translate that formula into the DAX formula language.
- Heiner262 years agoFrequent Visitor
Thanks for jumping in, Ashish π
you can download the Excel here: https://www.dropbox.com/scl/fi/0w0w6o5ooa76z005tbwa6/Project_Forecast_DEMO_v2.xlsx?rlkey=7cfjx3pqwh9zsg9ulu3ax7gp8&st=sqktdww8&dl=0
Best Regards,
Heiner
- Ashish_Mathur2 years agoSuper User
This is my abortive attempt. I have not been able to get the total - just the count of rows in each month which satisfy all conditions. Hope this helps marginally.
- Heiner262 years agoFrequent Visitor
thanks, Ashish!
I appreciate your support very much and for sure this will help me on the way to the soultion π
Will have a closer look during this week and I hope its fine to come back to you if there is any questions πβΊοΈ