Bucketing Sales activity per month

[McintoschRab]

Hi there,

I'm looking for a way to show sales activity done in the first month. 

Currently this is only possible for the Current month as there is next month activity.

How do I call on a specific activity date in a bucket?

The metrics I (think) need to use are:

[Revenue]

[start date](in days eg. 01/01/2024, 02/01/2024, etc)

So I want the following:

Jan 2023 showing Month 1 revenue

Feb 2023 showing Month 1 revenue

March 2023 showing Month 1 revenue

etc. etc.

Is there a way to do this?

Thanks

Robert

[MatheusC]

Hi, @McintoschRab  See it like this:

//first day of current month
Sum({< [start date] = {"$(=(MonthStart(Date((Today(1)))) ))"} >} [Revenue])

//-1, for the previous month
//-2, -3.... and so on
Sum({< [start date] = {"$(=(MonthStart(Date((Today(1))),-1) ))"} >} [Revenue])

//another idea would be to create the monthstart field for each date in your script
=If([start date]=MonthStart([start date]), [start date], Null())


Regarts, Matheus