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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

Kemahiran: Excel, Analisis Perniagaan

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Tentang Majikan:
( 0 ulasan ) India

ID Projek: #27923131

Dianugerahkan kepada:

djreegs

I have downloaded the assignment sales workbook and have developed the framework for the requirements already. I should be able to provide a final version of the above requirements within 48 hours of approval. Addition Lagi

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vivek81sharma

Dear Sir, I have experience of a total 17 years, 1 year in Online Food Delivery portal as a Business Analyst -MIS, Alliance partnership business, 9 years in Fin-tech company as a MIS Business Analyst and 5 years in Te Lagi

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kautikpadale

NGO Project Proposal, Govt. Details project proposal and all other hard working, account related all work.

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tankriddhi9

hello, I'm a Accountant. so i can give you formulas in excel sheet, because i have experience in taxation and all calculations.

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