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Calculate total sales adjustments for each sales person

  1. #1
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    Calculate total sales adjustments for each sales person

    Hello, I hope I describe this correctly but I hope you can all help:

    I am putting together a performance summary worksheet which monitors a teams sales throughout the month. Every so often there may be reason to adjust sales from one person to another:

    In column A you enter the week number which is chosen from week 1,2,3,4 or 5
    In column B there would be the name of the sales person (chosen from a drop down list) the sales value is adjusted off, lets call them RSC1
    In column C there would be the name of the sales person (chosen from a drop down list) the sales value is adjusted on to, lets call them RSC2
    In column D is just a reason for the sales figure adjustment
    In column E would be the monetary figure to be adjusted, lets say RSC1 accepted a refund for RSC2 of £2000
    In column F is a transaction number used purely for reference purposes

    I would like to find all instances of adjustments in week 1,2,3,4 and 5 for every team member (of which there are 21) so at the end of each week, a single total value to add or deduct to each persons takings can be realised.

    I have attached the worksheet to further explain.

    Can you help?
    Attached Files Attached Files

  2. #2
    Forum Expert JBeaucaire's Avatar
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    Re: Calculate total sales adjustments for each sales person

    Change the valus in J2:N2 to just the week numbers... 1,2,3,4,5.
    Change J1 to "TOTAL ADJUSTMENTS PER WEEK"

    Put this formula in J3, then copy that cell down/across the table:

    =SUMPRODUCT(--($A$4:$A$59=J$2),--($C$4:$C$59=$I3), $E$4:$E$59)
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  3. #3
    Forum Expert JBeaucaire's Avatar
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    Re: Calculate total sales adjustments for each sales person

    Thanks for the feedback. I presume that means the suggestion was accepted.

    I have marked this thread solved for you.
    In the future please select Thread Tools from the menu above and mark the thread as solved. Thanks.

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