Formula to Prorate a Quota
I need to figure out the best method to set this up. It hurts my brain when I attempt to solution it, so I am hoping someone can help simplify. I need this to calculate a prorated quota amount base...
Forum Discussion
I don't think you actually need that after I looked after my initial comment. I wrote that in there when I first started thinking through it but then when I got to the end didn't end up needing it. You can just remove it to avoid confusion.
For reference though - since plan start date 2 is a date/time - you would just convert it to a date to have Quick Base look at it correctly. Like so:
FirstDayOfMonth(ToDate([Plan Start Date 2]))
For reference though - since plan start date 2 is a date/time - you would just convert it to a date to have Quick Base look at it correctly. Like so:
FirstDayOfMonth(ToDate([Plan Start Date 2]))
- Got it! Thank you. I have it being fully tested, but kicked the tires quickly and it seems to be right on. Very much appreciate the assistance!