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 this rule in excel? Any help ,greatly appreciated .
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 this rule in excel? Any help ,greatly appreciated .
- Dark green: closed early
- Stage = (renewal won or renewal lost), and
- Renewal date = future 90 days
- Light green: closed
- Stage = (renewal won or renewal lost), and
- Renewal date = past 30 days
- Yellow: 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)
- Orange: 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)
- Light red: 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)
- Dark red: overdue
- Stage = (not engaged or engaged or proposal sent), and
- Renewal date = 0-30 days in the past