Sales by Rep

  • Thread starter Thread starter Mark Roberts
  • Start date Start date
M

Mark Roberts

Any help is appreciated in developing a workbook for all
proposals/sales.

1st worksheet would be summary info: ProjectName,
Proposal#, SalesRep, BidDate, SoldDate, SellingPrice,
EstimatedCost,PlannedGP$, PlannedGP%, BilledAmt,
ActualCost$, ActualGP$, ActualGP%. This sheet will be used
for all data entry. Then a worksheet for each sales rep,
with the same data. If a sales rep enters data in the
summary sheet, I want it to appear on their respective
worksheet so I can review sales activity by rep. Next, I
would like to be able to sort each sales rep sheet by
BidDate so I can print monthly sales reports.

Any ideas are greatly appreciated.
 
Mark Roberts said:
Any help is appreciated in developing a workbook for all
proposals/sales.

1st worksheet would be summary info: ProjectName,
Proposal#, SalesRep, BidDate, SoldDate, SellingPrice,
EstimatedCost,PlannedGP$, PlannedGP%, BilledAmt,
ActualCost$, ActualGP$, ActualGP%. This sheet will be used
for all data entry. Then a worksheet for each sales rep,
with the same data. If a sales rep enters data in the
summary sheet, I want it to appear on their respective
worksheet so I can review sales activity by rep. Next, I
would like to be able to sort each sales rep sheet by
BidDate so I can print monthly sales reports.

Any ideas are greatly appreciated.
Click to expand...

You may be better off using a Pivot Table
 
Back
Top