Formula to add up the revenue for each month (which is each row)

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I was able to get this to work if the items are linked. Mar linked to Feb, Feb linked to Jan, etc. Jan linked to nothing. Had some trouble getting the right formula. But finally got it working.

Here’s what I did:

  1. Create a formula column “cumulative revenue”. Set the formula to anything.
  2. Create a link column (don’t allow multiples) to the same board. Mirror the “cumulative revenue” to “Prev CR”.
  3. Edit the “cumulative revenue” formula to: SUM(CONCATENATE({Prev CR}),{revenue})
  4. Set the links to each row.

It’s probably possible to use an automation to create the linked records if needed.