Hello Everyone,
Attached is a document with two tabs, A marketing budget spreadsheet and a Chart of Accounts (COA). I need to review and revise the mock Marketing budget with this revised chart of accounts. The numbers are not a concern right now. Rather, my focus is on building formulas to make this a living document that’s scalable and gives my boss the ability to look at mini Profit and Losses (P&L’s) by marketing category. Does this sound I need to make a pivot table? If so what do you think the first steps should be? If not, can you recommend a course of action with the first few steps? Of course I don't expect anyone to just create this but I yearn for a sense of direction, please and thank you.
- Nick
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