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1vote

How can I add the formulas from google sheet to Notion?

I have already added the companies I'm connected with as Projects and tasks for those projects. Currently, I can see the number of companies in each category, such as their stage on the sprint board. However, I need to represent these numbers in percentages. For instance, let's say X has made contact with 100 companies, out of which 20 were via Email, 60 via call, and 20 via personal visit. Additionally, 20 out of the 100 companies have moved to a demo stage. To simplify, I have already performed these calculations in Excel, but now I want to know how I can incorporate these google sheet formulas into Notion.

1 Answer

1vote

Martin_SystemsHill Points3740

Hi,

so let's say you want to calculate the percentage of companies that have moved to the demo stage out of the total number of companies.

1) Add a new column to your table. Hover over the header row, click '+', name the new column, and select the type as "Formula".
2) In the "Formula" field, you will be able to write your formula.
3) For your specific case, you might want to use a formula like this:

prop("Demo Stage") / prop("Total Companies") * 100

Here, prop("Demo Stage") and prop("Total Companies") are placeholders for your real column names. Replace them with the actual column names in your Notion table.

I hope this is what you were looking for. I not I might need some more details about how exactly you would like the output to look because there are a few options.

Martin

1vote

FatemehZarei commented

Thanks Martin, that helped a lot.
To give you more specific information here is what I need:
I have a list of companies (added them into projects), each of which is assigned to a specific account owner.

Additionally, each company has a multi-select property that indicates the communication method used with that company (e.g., email, call, etc.).

Furthermore, there is a status property for each company (Demo, Trial), which represents the current status of conversation with them, and another status property which shows which companies are active and at what stage (Lost, Warm, Toasty).

Now, what I need is to determine the percentage of companies that each account owner has contacted based on the status of the companies (Demo, Trial) individually and then sum the numbers to have a total overview.

For example, let's say Account Owner Fatemeh has contacted 20 companies in total, 10 of which moved to a demo. out of that 10, 5 started a trial, and out of that 5, 1 became a costumer. So for Fatemeh the percentage of Demo is (10/20)100=50%, Trial is: (5/10)100=50% and costumer is (1/5)*100=20%

Basically, I want to have this information presented as a report that dynamically adjusts when I modify any of the properties. It should automatically reflect changes in the report.

I would greatly appreciate your assistance in guiding me on how to achieve this.

1vote

Martin_SystemsHill commented

Hi,

Unfortunately, there's currently no way to dynamically count rows in Notion based on multiple conditions directly (like counting all rows with a specific Account Owner and a specific Status). As of my knowledge current Notion version doesn't support "COUNTIFS" type formulas that are found in Google Sheets or Excel. However, there is a workaround for this, but it requires setting up a separate database for each Account Owner.

Here's a possible workaround:

1) Create a separate database for each Account Owner.
2) Create a second database with Checkbox property for each sale stage (Demo, Trial, etc.).
3) Create a relation between the databases (Company and Account Owner)
4) Create "Rollup" properties in the Account Owner database that pulls in the Percentage of boxes checked.

Here is how it could look:

https://systemshill.notion.site/NotionAnswers_Fatemeh-a12f62a36ab4412387985e5640b26bb2?pvs=4

Press the edit button on top of the page to be able to see the Rollup settings.

Please make sure to mark the question as answered if this answered it.

Thanks.

Martin

1vote

FatemehZarei commented

Thanks for the great solution.
One last question, is it possible to calculate the percentage of demo based on the number of discovery, trial based on demo and close based on trial?
The solution you suggested is great but it counts everything based on the total number of companies. I only need to calculate the percentage of discovery from the total number, the rest is narrowed down.

Really appreciate the help!

1vote

Martin_SystemsHill commented

Ok, here you go.

It should be as you have asked now.

https://systemshill.notion.site/NotionAnswers_Fatemeh-a12f62a36ab4412387985e5640b26bb2?pvs=4

There is an extra formula that calculates it from the previous property and not from the total count each time.

Martin

0vote

FatemehZarei commented

Greatly appreciate it!

0vote

Martin_SystemsHill commented

You are welcome Fatemeh.

Have a great day.

Martin

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