Forum Discussion

MathewCrist's avatar
MathewCrist
Qrew Member
4 years ago

Formula that calculates # of lead in past week

Hi,

We have a numeric (summary) field that calculates our # of leads (all time). This is a lookup field. 

So, if we have 30 leads all time from Facebook, I can easily see that in a report by displaying the "# of leads" field. 

However, I would like to also show in the report how many leads did we get last week? How many leads in the last 2 weeks?

Is there a way to do this using Report Formulas, or by creating a field with a formula? Other suggestions?

Here's a couple of screenshots to help you see what I am seeing...

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Thanks!

Matt

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Mathew Crist
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    You will need to add more summary fields for each of these

    How many leads did we get last week?
    How many leads in the last 2 weeks?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • MathewCrist's avatar
      MathewCrist
      Qrew Member
      4 years ago
      Thanks Mark, and so when I do that, I would need to add a formula to the summary field?

      If so, I may need some help on what that formula would look like.

      Best,

      Matt

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      Mathew Crist
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      • MichaelTamoush's avatar
        MichaelTamoush
        Qrew Captain
        4 years ago
        Matthew,

        To answer your last question, you would add filters to your summary field. I'm assuming you have a field in your leads table that is something like [Date Lead Acquired].

        So your summary field for # of leads acquired last week could be something like:

        Number of leads where:

        [Date Lead Acquired] is on or after 7 days in the past.
        ​

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        Mike Tamoush
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