Advanced Excel formulas

Question

Hello everyone.

I need a hand with creating automated sales reports.

There is much information I include in weekly reports, but let me walk you through one metric. The process goes like this:

All leads that end up in a CRM are also recorded in an Excel sheet (this is automated with Zapier). The information included: first and last name, email address, and date.
On a weekly basis I create a report where I summarize all new leads and add a number to the report. This is done manually, I go to the Excel sheet, CTRL+F, type the date and find how many new leads ended up in a Sheet on a specific date. This is basically the COUNTIF formula in Excel, but I would like to automate it with Zapier.

How can I automate the 2nd step?

Thank you!

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Best answer by Troy Tessalone 12 January 2023, 16:45

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Troy Tessalone · Accepted Answer

@Tanya1992Honestly, you’re probably better off configuring dynamic formulas in GSheets to do the lookup calculations.By dynamic, I mean a formula that can reference a date (so you can change for each day), and so that you can copy/paste into similar cells but have the formula adjust based on the lookups being done.Make sure to review the available help articles for using GSheets in Zaps: https://zapier.com/apps/google-sheets/helpEspecially this one for how a GSheet must be configured to be used in Zaps: https://help.zapier.com/hc/en-us/articles/8495978765965This is important because of how your report is laid out with gap rows/columns/cells and merged cells.

Troy Tessalone · Answer

Hi@Tanya1992Good question.Can you please share more details about which date is being used in Step 2?What day do you do this on a weekly basis?Would be best to outline a specific example and possibly include some screenshots for context.

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