Hi Muhammad. i do have another task for you. We added a spreadsheet to the workbook you created for us (attached). It's the front end marketing that will generate the closed sales. I need you to connect it to your spreadsheets so instead of us populating the Whales, Sharks and Minnows manually by entering a date for each one, instead can you pull the sales from the new Marketing tab to populate the line items in the detail spreadsheets.
In other words, if the marketing spreadsheet calculates a whale in January, then you can assign it a date of 1/1 and create the line item. You can default the number of months between sales (would be ideal if that's a variable we control in the assumptions tab so I could set whales to 3 months, sharks to 2 and minnows to 1. And then we can edit the line items to make that more random, like we've done manually in your original spreadsheets.
Alternately if that's too complex, then you can use a default number set in the assumptions tab for each of the customer sizes.
Note that we have multiple marketing programs, each one resulting in closed sales of the three types so I've included a sum at the bottom of all fo the marketing programs by account type.
One other tricky thing that we'd love for you to solve is to not have partial sales close. For example, if you look under the whales in Cup DM program, it's calculating .8 of a closed sale in Feb. Ideally, you could push the sale to March as 1 sale and carry over the remainder (.6) to the next month and when that hits 1, then carry over, etc. That's more realistic in terms of timing of customers and revenue. Ideally, if you can do that for each of the sale types for each program (vs. just applying it to the sum of sales), that would be even better.
Hopefully that makes sense but if not, feel free to message me and I can clarify. I also am guessing at the cost. Let me know if I guessed wrong.
P.S. Don't need this quite as fast as last time. By Monday morning (US Mountain time) will be fine.