Hi

Looking for some help

I have two separate list I can export from another piece of software into excel, both list have a unique Quote No.

List 1 has
Quote No. - Sales persons name - Sell Price - Date
List 2 has
Quote No. - Costs (Which could be on several lines)


I would like to output

Each sales persons won job with sell price and cost for each month



There are circa 300 won quotes per year and each quote could have circa 4 separate costs so this is a large manual task to do against the 10 Sales people.

I have attached an example which I hope makes sense, my hope is to export the two lists into two separate sheets in a pre formatted excel sheet and have the figures calculated.

I can calculate The total Value month by month for each Sales person for Accepted, Awaiting and declined but I cant work out how to get the costs over.

Any help appreciated

Attached Files

EXAMPLE.xlsx (13.3 KB, 12 views)