Summary Sheet

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?
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top