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Tracking Sales Projections

  1. #1
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    Red face Tracking Sales Projections

    Hello everyone and thanks for reading. Brand new to this so please be gentle.

    I need to create a worksheet that will track sales projections by customer/div

    How do I make a formula that will automatically reduce the "projected sale number" each time an order comes in? Since that may be 1 to 100 orders through the month; is this best to do in a column per customer, rather than row? Also how to I continue the formula down a column since I am not sure how many orders will come through in a month.

    Here is what I would like to see but I am fuzzy on how to do it

    CUSTOMER NAME/DIV
    PROJECTED SALES AMOUNT
    REMAINING AMOUNT DUE

    DISTRO AMOUNT RCV (minus)** DATE SHIPPED

    Thanks in advance... I appreciate the help

  2. #2
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    Re: Tracking Sales Projections

    Hello kduglas4 and Welcome to Excel Forum.
    We may be able to offer better suggestions if we could see a manually produced desensitized sample of what you have in mind.
    I will say at the offset that the most recommended way to input data is by record, which is your case would be a sale per row. i.e. Date...Name...Amount...
    To upload a sample workbook/spreadsheet (not a picture or pasted copy) click on the GO ADVANCED button below the Quick Reply window and then scroll down to Manage Attachments to open the upload window.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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