vaibhav6666
New Member
- Joined
- Dec 7, 2020
- Messages
- 4
- Office Version
- 365
- 2019
- Platform
- MacOS
Hi
Need help on returning values in column 3 Status based on conditions in column 1 Stage and column 2 Renewal Date. Please see below for rules and attached excel. Any help greatly appreciated
1. Return: "closed early" if
Stage = (renewal won or renewal lost), and
Renewal date = future 90 days
2. Return : "closed" if*
Stage = (renewal won or renewal lost), and
Renewal date = past 30 days
3. Return: "Late stage"
(Stage = (order received or Negotiation), and
Renewal date = future 90 days)
or
(Stage = proposal sent, and
Renewal date = 45-90 days in the future)
or
(Stage = engaged, and
Renewal date = 60-90 days in the future)
4. Return - "early stage
"(Stage = proposal sent and
Renewal date = 15-30 days in the future)
or
(Stage = engaged, and
Renewal date = 30-45 days in the future)
or
(Stage = not engaged, and
Renewal date = 45-90 days in the future)
or
(Stage = (negotiation or order received), and
Renewal date = 0-15 days in the past)
5. Return: "overdue"
(Stage = not engaged and
Renewal date = 0-30 days in the future)
or
(Stage = engaged, and
Renewal date = 0-15 days in the future)
or
(Stage = proposal sent, and
Renewal date = 45-90 days in the future)
or
(Stage = (negotiation or order received), and
Renewal date = 15-30 days in the past)
6. Return: "Way Overdue"
Stage = (not engaged or engaged or proposal sent), and
Renewal date = 0-30 days in the past