vaibhav6666
New Member
- Joined
- Dec 7, 2020
- Messages
- 4
- Office Version
- 365
- 2019
- Platform
- MacOS
I have 2 Columns
1, Stage
2, Renewal Date ranging 120 days period
Stage column has below values
1.Not Engaged
2. Engaged
3. Negotiation
4. Proposal Sent
5, Order received
6. Proposal sent
7. Renewal Lost
8. Renewal Won
How do i build these 6 rules to return below values in another column? 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
1, Stage
2, Renewal Date ranging 120 days period
Stage column has below values
1.Not Engaged
2. Engaged
3. Negotiation
4. Proposal Sent
5, Order received
6. Proposal sent
7. Renewal Lost
8. Renewal Won
How do i build these 6 rules to return below values in another column? 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