I am trying to calculate cross-sale ratios for new customers. For example an employee signed 3 new customers up for a class, but also talked two of them into 2 other products. The formula we would use would be “#products/#customers.” The problem I’m running into is that each customer is listed in their own row and Monday won’t count the rows unless you do a pivot table. In the pivot table, you’re limited so I can’t get a total per employee. Anybody also run into this issue and find a fix? Seems silly that for a sales metric system, it isn’t great at formulas.
How are you tracking products? A connected column?
A dropdown and checkboxes. Then I have a function that totals the columns/products which I was using as the #products in the formula.