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a different location.
Our sales company needs a simple reporting system that can be updated on a daily basis.
We currently receive a daily excel spreadsheet reporting sales and products for our customers from our product company. This excel spreadsheet updates daily with changes to completed dates, order installations, and order cancellations. We want this new data to merge with existing data to provide a complete spreadsheet/database that is fully up to date on a daily basis.
The data we want to analyze (in numerical and graphical form) from this spreadsheet includes:
- Daily/Weekly/Monthly Sales Numbers By Office
- Weekly/Monthly Sales Numbers by Sales Rep
- Office monthly rolling cancellation rate
- Sales rep monthly cancellation rate
- Sales per office by IPTV sales type - column J
- % of Sales that include "CT" - column I
- 6 month disconnect rate per rep / per office
- other data included in our current spreadsheet
We have already created a spreadsheet to start this process and have success...
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