It looks like there was an issue with me trying to get the information from the acct# instead of the company name. So I did things a different way, I recreated my entire pipeline sheet around your original example spreadsheet.

The reason I wanted to go by acct# instead of company name is that from internal system to internal system around here, the spelling of some of the accounts may change. For example, in one system it a company may be referred to as ABC, INC. but in another it may show as just Advanced BC, Inc. It's a pain, but as I only really need to pull from one report, I have renamed all my accounts to match what the reporting system I use shows, and now it works.

Thanks again for your help Hemash. I think the takeaway here is for me to get used to the name manager, and the index/match features!

Have a great weekend.