Application Status Funnel

Hi Gelo,

Glad you got it sorted.  FWIW, this should be pretty straightforward to accomplish.  You'd just need to create your funnel grouping field, something like Application Status and make it a Formula - Text.  Then create the logic based on your 5 date fields that indicate your Application Status.  Lots of ways to do this...nested If statement, a Max formula, etc.  Others may have a more elegant solution but I'd start with something like:

var number Received = If(isNull([Application Received]),0,1);
var number Approved = If(isNull([Application Approved]),0,2);
var number Stips = If(isNull([Awaiting Stips]),0,3);
var number Cleared = If(isNull([Cleared to Close]),0,4);
var number Closed = If(isNull([Loan Closed]),0,5);
var number Status = Max($Recieved, $Approved, $Stips, $Cleared,$Closed);

Case($Status,
     1, "Application Received",
     2, "Application Approved",
     3, "Awaiting Stips",
     4, "Cleared to Close",
     5, "Loan Closed"
)

You may want different Status cases, e.g. If Received = 1, "Awaiting Approval" or something like that.

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Chris Wheatley
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