Forum Discussion
Cumulative total
I don't believe that's a complete spreadsheet; is it? It only shows one date (3/14/20) so there are no other daily figures to use as a basis for computing a cumulative total. (Presumably, you really are also wanting to make those cumulative totals specific to each of the five sales reps, right?)
Anyway, in order for anybody to give you a solid answer, it would help if you could post a copy of the spreadsheet containing data to be accumulated, at least for the month of March.
- Suhel1112Mar 20, 2020Copper ContributorThe figures are daily added with the current day date, accordingly needed the Cumulative monthly column to be updated automatically with formula
- mathetesMar 20, 2020Silver Contributor
I'm sorry but it's not at all clear what you mean. Again, you only have one day shown, and your calculation of the totals for that day are accurate. You clearly have data someplace else that is incorporated into the Monthly figures shows in Columns H and I. But you total them accurately as well.
I'm sure what you're describing and wanting is clear to you. I'm only saying that I see nothing else amiss in what you've provided in your CRM sample file.
I want to reiterate what I said at the start--this only shows one day, so there are no other days to accumulate in any kind of cumulative total. You MUST have some other data somewhere in a more comprehensive set of information on the sales calls made by your sales reps. Where is the rest of the data that is to be totaled on a cumulative basis?
- Suhel1112Mar 21, 2020Copper Contributor@ mathetes.. Thanks for the prompt reply
Let's me try to describe in little simple way
I enter the data every data in 2 columns changing the date and what I want is to get the data accumulated in the monthly column automatically, and then so to sum up if I put today's data... The Cumulative should have today's plus yesterday data
Or if u can suggest and better or other format to have cumulative total for 5 sales person