I have attached the sheet for you.
I enter the Closing Date in Column A
The Loan Amount in Column C
I am looking to track the number of Clients within each calendar month as well as the total of the loan amounts for each month.
So for January, the counter would reflect 3 Leads for $440,000.
February would reflect 2 Clients for $325,000
I will use this sheet throughout the year and would like to breakdown each month's total in their own individual cells.
Thank youView attachment ProspectTracker.xlsx
I enter the Closing Date in Column A
The Loan Amount in Column C
I am looking to track the number of Clients within each calendar month as well as the total of the loan amounts for each month.
So for January, the counter would reflect 3 Leads for $440,000.
February would reflect 2 Clients for $325,000
I will use this sheet throughout the year and would like to breakdown each month's total in their own individual cells.
Thank youView attachment ProspectTracker.xlsx