Pull Q1 2025 Pro Plan revenue for the board pack
The transactional log on the left spans every sale across products, dates, regions, and channels — from Nov 2024 through Jul 2025. The CFO wants ONE number for the board pack: total Q1 2025 revenue from the Pro Plan subscription. SUMIFS handles the product + date-range combination in a single formula.
Q1 revenue for a specific product
Practice using SUMIFS to solve a real finance & accounting problem. By the end, you’ll know when to reach for it and how to structure the arguments correctly.
Your transactional log records every sale across products and dates. The CFO wants Q1 2025 revenue for the 'Pro Plan' subscription only. That's two filter conditions: product match AND date in Q1 range.
In F2, sum revenue (B2:B26) where the product (A2:A26) is "Pro Plan" AND the date (C2:C26) falls in Q1 2025 (on or after 2025-01-01 AND on or before 2025-03-31). For date criteria, use ">="&DATE(2025,1,1) and "<="&DATE(2025,3,31).
SUMIFS extends SUMIF to multiple conditions, all of which must be true for a row to be counted. You give it the sum range first, then pairs of criteria range and criterion. The standard way to answer 'how much did East region sell in Q3?' in one formula.
SUMIFS(sum_range, criteria_range1, criteria1, [criteria_range2, criteria2], ...)Try the formula first. Hints cost CP for a reason.