example2.png

Here is a picture of what I'm working with. I realize the last post was a bit messy. I want to enter the clients name, advisory year, and gross advisory. I want the formula to then tell calculate the net to advisor based on what this new entry does to the YTD total. So for example, if in January a broker has 15,000 in first year advisory, then in february they get a check for 20,000 from a first year, their first year total is now 35,000. so the 15000 in january would be 60%, and the first 10,000 from february will be 60%, but the other 10,000 in february will be 65%. So I need the formula to look at the YTD total, not just the gross advisory column total... Does that clear things up a bit?