Sales by Rep

[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.

 

[2rrs]

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.

You may be better off using a Pivot Table

 

[Debra Dalgleish]

Instead of maintaining a master sheet, and a sheet for each sales rep,
you can use the AutoFilter and PivotTable features to summarize and
filter the data on the master sheet.

There are instructions in Excel's Help, and here:

AutoFilter
http://www.contextures.com/xlautofilter01.html
PivotTables
http://peltiertech.com/Excel/Pivots/pivotstart.htm