I want this excel assignment for Sales Tracker to be completed with formulae
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- I want this excel assignment for Sales Tracker to be completed with formulae
Summary:
An excel workbook is provided which has multiple worksheets
Sales Persons
Live Monthly Sales Tracker
FY 20-21 Sales Tracker
Worksheet Details:
Sales Persons
Contains the names of Sales Persons who have worked in the current financial year in a given organization
Status tells if the salesperson is currently working or not
Live Monthly Sales Tracker
Contains the details of the sales made by a salesperson
A salesperson could have multiple entries in a given month but only one on a given calendar day
The value against closed sale can also change as the customer may end up consuming lesser than the volume of originally requested services
The sheet assumes the current month to be October 2020
FY 20-21 Sales Tracker
Contains the details of the sales made by multiple salespersons from beginning 1st Apr 2020
Data is updated from the Live monthly sales tracker as and when "Update sales tracker" is clicked. Only data with sales status Closed is updated.
Assignment:
In the sheet "Live Monthly Sales Tracker" write functionality for Salesman of the month
The person who made the maximum sales till date in the current month will be considered as the Salesman of the month
Sales made with "Sales status" as Processed only to be accounted while calculating the overall sales
Once you click on the button the results need to be reflected in the colored cell below it (Column I Row 4)
In sheet "FY 20-21 Sales Tracker" write functionality for Update Sales tracker
Once the button is clicked, it should update the sales value for rows already existing (date/ sales-person name combination is unique) and add rows which do not exist
Only deals which are closed should get updated/ moved to this sheet
Updates
Kindly avoid the Sales Man of the Year button on the FY 20-21 Sales Tracker
Dhoni Sales on LIVE Monthly Sales Tracker is 8 & on FY 20-21 Sales Tracker is 10 for Oct-1, 2020
Change the Dhoni Sales on Oct-01,2020 as 8 in FY 20-21 Sales Tracker
In LIVE Monthly Sales Tracker, Row 9 Kohli spelling is given wrong as Kholi
So change the spelling of Kholi as Kohli
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hello, I'm a Accountant. so i can give you formulas in excel sheet, because i have experience in taxation and all calculations.