Quarterly Figures

HI All
I would be really grateful if anyone could help with this one.
If we price a couple of jobs and then win them at a later date is there anyway of recording the values won in a particular monthly quarter. Eg. If the job 1 is worth £10,000 and we win it on the 2nd February and Job 2 is worth £5k and we win this on the 20th March, is there anyway I can bring a total of £15k to my dashboard or on the main page that will show we have won £15k work of work in the 1st Quarter of the year

Any help is gratefully appreciated
Thanks
Ian

@IanTaylor

Yes this can be accomplished. Without knowing the specifics of your board and workflow, here is a suggestion off the top of my head: Move the won jobs into groups or boards so your dashboard can read and show the specific information you want. This can be accomplished automatically.

Minimum Columns:
-Job Worth (Numbers Column)
-Won (Status Column*)
-Won Date (Date Column)

*This can be the same status column as your overall status, if you already use something like that. Just add a “Won” option.

Automation(s):
-When Status changes to Something set Due Date to current date.
-When Status changes to Something move item to Group.*

*This could also be "move item to Board if you prefer that route.

Action:
When you win a job, it gets marked as “Won” and then the date gets set, and it moves into your specified group. Once there, you can customize your dashboard to separate them by date ranges and include values. You could technically set up the dashboard to do this without moving the items, but would mean searching for items with a Status of “Won”. I find narrowing the dashboard to groups or separate boards to be easier.

Hopefully this helps! Let me know if you have any questions.

1 Like

Hi Andrew

Many thanks for your help with this. I will give it a go

Thanks
Ian