T
Tamara
I have a workbook that contains several different pages that each Producer is
supposed to update. On the summary page, I need to have the option to choose
what to display and how it is displayed.
For instance, Jeff's prospect list has the following:
Company Contact Revenue Potential Sales Potential # of EE
ABC Co. Joe Smith $1,000 75% 12
Joe's prospect list has the following:
Company Contact Revenue Potential Sales Potential # of EE
123 Co. Jane Smith $3,000 25% 2
The summary page needs to list the following:
Producer Co. Contact Rev Pot Sales Pot # of EE
Jeff ABC Co. Joe Smith $1,000 75% 12
Joe 123 Co. Jane Smith $3,000 25%
2
I've tried to link the cells and it just dumps everything in there with
zeros in missing information. I couldn't figure out how to do it for
multiple sheets either. Any
suggestions?
I cut down on column headings for space reasons, actual column headings are:
Effective Date, Client Name, Next Step, Revenue Potential, Sales Potential
%, Contact, # Lives, Current Broker.
Column headings on summary page is the same except the addition of
"Producer" in order to be able to easily identify who has what.
Thoughts?
supposed to update. On the summary page, I need to have the option to choose
what to display and how it is displayed.
For instance, Jeff's prospect list has the following:
Company Contact Revenue Potential Sales Potential # of EE
ABC Co. Joe Smith $1,000 75% 12
Joe's prospect list has the following:
Company Contact Revenue Potential Sales Potential # of EE
123 Co. Jane Smith $3,000 25% 2
The summary page needs to list the following:
Producer Co. Contact Rev Pot Sales Pot # of EE
Jeff ABC Co. Joe Smith $1,000 75% 12
Joe 123 Co. Jane Smith $3,000 25%
2
I've tried to link the cells and it just dumps everything in there with
zeros in missing information. I couldn't figure out how to do it for
multiple sheets either. Any
suggestions?
I cut down on column headings for space reasons, actual column headings are:
Effective Date, Client Name, Next Step, Revenue Potential, Sales Potential
%, Contact, # Lives, Current Broker.
Column headings on summary page is the same except the addition of
"Producer" in order to be able to easily identify who has what.
Thoughts?