Track Calls, Meeting, Proposal Vs Actual Sales |
Track Calls, Meeting, Proposal Vs Actual Sales - Excel |
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is there a template that will allow me to track the weekly activity of new
calls, meetings ,proposals,follow ups versus the number of sales landed?
that will display in a graph of some sort
calls, meetings ,proposals,follow ups versus the number of sales landed?
that will display in a graph of some sort
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An agent takes 85 calls, and logged onto their phone for 134,669 secs. how would i work out the calls per hour?
Thanks for any suggestions in advance.
Thanks for any suggestions in advance.
Hi,
I made a simple worksheet that we have been manually entering the time for employees, but there are too many errors (even with simple math). Can someone help me convert the time of ex: written 8-4:30 or 10-3 (meaning 8:00am to 4:30pm) where you have the total weekly hours? Right now I have a column for overtime. Is there a way to automatically calculate the over time also? The work day is 8-4:30 with a half hour lunch (lunch is not calculated into the hours, so you minus a half hour). 8-4:30 equals 8 hours. So, if a person works 8am to 6:30pm, how can I set it up where in the first row of time, I will type in 8-6:30pm. In the totals column to the far right, it will display 8 hours. In the (O.T.) column, it will display 2 hours.
This way, when I call in my payroll, I will have the total "regular" hours in one row and underneath, I will have the total overtime hours.
Or... does anyone have a better solution to keeping track of their hours?
Thanks!
Marty
I made a simple worksheet that we have been manually entering the time for employees, but there are too many errors (even with simple math). Can someone help me convert the time of ex: written 8-4:30 or 10-3 (meaning 8:00am to 4:30pm) where you have the total weekly hours? Right now I have a column for overtime. Is there a way to automatically calculate the over time also? The work day is 8-4:30 with a half hour lunch (lunch is not calculated into the hours, so you minus a half hour). 8-4:30 equals 8 hours. So, if a person works 8am to 6:30pm, how can I set it up where in the first row of time, I will type in 8-6:30pm. In the totals column to the far right, it will display 8 hours. In the (O.T.) column, it will display 2 hours.
This way, when I call in my payroll, I will have the total "regular" hours in one row and underneath, I will have the total overtime hours.
Or... does anyone have a better solution to keeping track of their hours?
Thanks!
Marty
Okay, so I tried (for hours) to find a solution to this and have finally gotten frustrated to the point where i think asking here will be my best bet.
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
This may be less of an Excel question than a general data display question, but I'll try here.
I have 3 variables that I'm charting. I have one on the primary axis and it's values are in the billions. I have one on the secondary axis and it's a percentage. I need to display a 3rd who's value is in the millions. If I put it on the primary axis, you cannot see modest changes.
Is there a tricky way to get all three on one graph? I know I could split on two graphs, so that's my backup plan.
Thanks,
Dave
I have 3 variables that I'm charting. I have one on the primary axis and it's values are in the billions. I have one on the secondary axis and it's a percentage. I need to display a 3rd who's value is in the millions. If I put it on the primary axis, you cannot see modest changes.
Is there a tricky way to get all three on one graph? I know I could split on two graphs, so that's my backup plan.
Thanks,
Dave
Hello, what I would like to do is take a portion of a sheet..... So the cells I want to mirror are in the proposal sheet cells B32 x F51. And then mirror the exact duplicate copy to another sheet. The other sheet should have those same values at A20 X G39. What I am trying to do is have a sheet that has skus, prices, and so forth and then when I add,delete, merge, color, or do anything to the cell on the "proposal creation" sheet I want it to mirror only a specific cells to another sheet that is "salesman copy" that we will print to clients. So this way ont he proposal copy a salesman can insert rows or even change the color of the cells and then have it mirror exactly the same on the "salesman copy" which is what we will print for clients. Thank you.
I'm trying to come up with a solution to calculate the man hours and days worked over multiple sheets.
I have a file that has 8 sheets. the first seven sheets are the days of the week and the 8th sheet is where I want to calculate the hours.
The days of the week consists of "Name" "Date" Hours"
The 8th sheet consists of "Name", "Days of the week in their own column (7 columns in total)", "Total Hours" and "Total Days Worked"
Now... each day is always a different group and what I'm hoping for is to create a formula that can grab each name with their hours and throw them into the 8th sheet. So when the end of the week is done I have all the Employees weekly hours and days worked all finished.
I hope this makes sense. This file is to track about 100 employees that are on a rotational work schedule.
I have attached a sample file.
Thanks in advance for your help.
I have a file that has 8 sheets. the first seven sheets are the days of the week and the 8th sheet is where I want to calculate the hours.
The days of the week consists of "Name" "Date" Hours"
The 8th sheet consists of "Name", "Days of the week in their own column (7 columns in total)", "Total Hours" and "Total Days Worked"
Now... each day is always a different group and what I'm hoping for is to create a formula that can grab each name with their hours and throw them into the 8th sheet. So when the end of the week is done I have all the Employees weekly hours and days worked all finished.
I hope this makes sense. This file is to track about 100 employees that are on a rotational work schedule.
I have attached a sample file.
Thanks in advance for your help.
I'm trying to use conditional formatting to highlight phone calls that came in between certain hours.
The call times are in the custom format h:mm, although it could easily be changed to an Excel time format. I'm using Excel 2002. I want the cell to have a different fill color if it falls within particular time frames.
Example: If the call came in between 22:00 and 23:59 color is light green.
If the call came in between 23:59 and 08:00 the color is yellow.
Example spreadsheet is attached.
Thanks in advance.
The call times are in the custom format h:mm, although it could easily be changed to an Excel time format. I'm using Excel 2002. I want the cell to have a different fill color if it falls within particular time frames.
Example: If the call came in between 22:00 and 23:59 color is light green.
If the call came in between 23:59 and 08:00 the color is yellow.
Example spreadsheet is attached.
Thanks in advance.
I am trying to calculate the average Talk Time into Minutes and Seconds. Every time I have tried, I get the wrong average.
For example, if I have a total of 53 calls and the total talk time is 4:19:05, what would the average talk per call be? I tried doing everything in seconds (this would give me a total of 15545 seconds) but the total I was getting is 4:89.
What would the formula be to get the correct average time?
For example, if I have a total of 53 calls and the total talk time is 4:19:05, what would the average talk per call be? I tried doing everything in seconds (this would give me a total of 15545 seconds) but the total I was getting is 4:89.
What would the formula be to get the correct average time?
I have protected a worksheet as it has several formulae on that I do not wat anyone else to mistakingly delete. I then have spent time on setting up a sheet to track changes (just in case this has any bearing on the problem). This is the only thing that I think I have changed since protecting this morning and now I cannot unprotect the sheet. I have not protected the workbook and the unprotect sheet function is now greyed out.
Any ideas?
Any ideas?
I have a list of 5 buildings each with different unit counts, and an average price sold for each building. How can I get the average price of all units sold?
A B
312 $1000
54 $1010
35 $1835
32 $1028
53 $1937
A B
312 $1000
54 $1010
35 $1835
32 $1028
53 $1937
I have created an excel spreadsheet to track attendance of an exercise class I am teaching. I would like to know each person's current percent attendance. (so if we have had 5 classes and they have attended 4 of those classes then it should show 80%). I would like it to keep a running tab, so as I add in the person's attendace it will continue that count, up to the 26 classes that are being offered. I thought if I did a sumif/countif I could get it to work, but it doesn't. Here is what I tried: =sumif($e$4:$ad:4,">0")/countif($e$4:$ad$4,">1"). Do you have a suggestion that would work? Thanks!
I have a graph with various information in it. One is a line graph that tracks hours used in that department per month. The problem is that when it gets to the last month, and there is not yet data for future months, the line goes down to Zero (leavin this big diagonal line that makes the data look funny). I need this line to stop on the last month there is data for. (I do not manually enter the data, it is a formula that I do not wish to delete.) I know I can manually move the data that the line is pulling to make it stop on the last month, but I have a graph for 36 different departments and that's a pain to have to manually adjust 36 graphs each month. Is there a way to tell the line to stop if there is no data? Thanks!!
Hi!
I have a question regarding filtering of columns, hopefully someone is able to put me on the right track. I have set up Excel 2007 so that I can click on the drop-down menu in each column to filter them.
However, in my data set there is one blank row separating two set of rows. Now, when I apply the filter on a column, all the rows above the blank row filter correctly, but all the rows below stay un-filtered.
I guess Excel only looks at the consequtive rows, then stops when it hits a blank row. Is there any way of applying the filter beyond a blank row (i.e. the whole column)?
Any advice is higly appreciated.
I have a question regarding filtering of columns, hopefully someone is able to put me on the right track. I have set up Excel 2007 so that I can click on the drop-down menu in each column to filter them.
However, in my data set there is one blank row separating two set of rows. Now, when I apply the filter on a column, all the rows above the blank row filter correctly, but all the rows below stay un-filtered.
I guess Excel only looks at the consequtive rows, then stops when it hits a blank row. Is there any way of applying the filter beyond a blank row (i.e. the whole column)?
Any advice is higly appreciated.
How do I sort but have the other data move with the column I'm sorting? Whenever I sort, for example, by name, the address and phone numbers columns stay the same and are therefore incorrect with the newly sorted columns. I've looked everywhere.
I run a small business. I want to start keeping track of inventory using a barcode system.
I know Excel "ok", but I don't know programming.'
I'd like to be able to do something very simple (for now)...
For example...if I had PRODUCT / CODE / INV VALUE
A - CODE A - 5
B - CODE B - 11
C - CODE C - 14
I would want to be able to click a button (or scan a code for) : ADD +1 or REMOVE -1
...then scan the barcode on the product (A) and have it add or remove one, respectively. So, if the row for A is:
A - CODE A - 5
I choose "ADD" (with a button or scan code), then scan the barcode, and the spreadsheet automatically finds the code in the sheet, and changes the corresponding inventory value:
A - CODE A - 6
Does that make sense? How might I go about doing that?
I know Excel "ok", but I don't know programming.'
I'd like to be able to do something very simple (for now)...
For example...if I had PRODUCT / CODE / INV VALUE
A - CODE A - 5
B - CODE B - 11
C - CODE C - 14
I would want to be able to click a button (or scan a code for) : ADD +1 or REMOVE -1
...then scan the barcode on the product (A) and have it add or remove one, respectively. So, if the row for A is:
A - CODE A - 5
I choose "ADD" (with a button or scan code), then scan the barcode, and the spreadsheet automatically finds the code in the sheet, and changes the corresponding inventory value:
A - CODE A - 6
Does that make sense? How might I go about doing that?
Does anyone know of a non-commercial roster template that would suit 7 day/24 hour/4 person shifts?
Currently we use a totally manual spreadsheet which looks like a Rubik's Cube and does not offer any form of automation in order to speed up entry adn ensure no doubling-up or missing shifts.
Currently we use a totally manual spreadsheet which looks like a Rubik's Cube and does not offer any form of automation in order to speed up entry adn ensure no doubling-up or missing shifts.
Good mornng - I am new to the forum - my name is Jena
My question is this - I have a large spreadsheet with multiple columns of information. I want to sort it by a certain column. I know how to do this. My question is, once I'm done with my work I want to sort it back to the original "sort" but I'm not sure how they have it sorted. I've tried to figure out how they have it sorted but can't. Is there some way to go back to the original sort?
Thank you for your anticipated help.
Jena
My question is this - I have a large spreadsheet with multiple columns of information. I want to sort it by a certain column. I know how to do this. My question is, once I'm done with my work I want to sort it back to the original "sort" but I'm not sure how they have it sorted. I've tried to figure out how they have it sorted but can't. Is there some way to go back to the original sort?
Thank you for your anticipated help.
Jena
Morning all,
Say I had a line graph for 4 years and I wanted it to be a solid line for the first three and a dashed line for the last one, is that possible?
Many thanks for your help
Say I had a line graph for 4 years and I wanted it to be a solid line for the first three and a dashed line for the last one, is that possible?
Many thanks for your help
Hey everyone,
I'm really hoping someone can help me with this...
I need to plot percentages over time in a line graph in excel. I don't want to have to do a percentage equation in the spreadsheet, I just want excel to take two sets of values and display the percentage in the chart. For example, I need B1 as a percentage of B2 for week 1, C1 as a percentage of C2 for week 2, etc....
Can someone please offer a suggestion for how to do this? I would really appreciate it.
Also, would it be possible to link data from other sheets in the workbook into one single chart?
I'm really hoping someone can help me with this...
I need to plot percentages over time in a line graph in excel. I don't want to have to do a percentage equation in the spreadsheet, I just want excel to take two sets of values and display the percentage in the chart. For example, I need B1 as a percentage of B2 for week 1, C1 as a percentage of C2 for week 2, etc....
Can someone please offer a suggestion for how to do this? I would really appreciate it.
Also, would it be possible to link data from other sheets in the workbook into one single chart?
I have a workbook that has compliance dates in columns "F","G" and "H" from row 7. What I need is when the date in either column comes within 30 days to auto send an email, address in column "A", recipients name in column "B". and then place todays date in column 'P". ALso need to send a follow up email when either date comes within 7days and then place todays date in column "Q". If there is a date in column "P" then don't send email. If there is a date in column "Q" then don't send follow up. Can this be done without the users intervention and each time the workbook is opened.
Thanks in advance for any assistance.
Mick
Thanks in advance for any assistance.
Mick