Hi @Sam1972! ![]()
Sounds like you’ve already built a really organized workflow — love that! ![]()
For what you’re looking to do (count the number of Accepted, Declined, and Archived quotes based on status changes), I highly recommend checking out Time in Status.
Use Case: How to track time in Status by Person with Time in Status?
Here’s how it can help:
- Tracks how many times each status (Accepted, Declined, Archived) is selected
- Counts status changes — so you can see exactly how many quotes were accepted, declined, or archived
- Works with filters — by person, by date range, by board
- Dashboard-ready — you can add the reports to your dashboards easily
- Keeps historical data — even after automations move items to another board!
It’s super handy if you want automatic counting without building complicated workarounds.
Here’s also a quick guide to help you set it up: Time in Status Integration Guide.
Happy to share some setup tips if you need help getting started! ![]()
