I need to provide monthly sales reports to my independent reps to track commissions. I have used Power Query to manipulate a lot of the data, but how do I take those "results" and send them off to the reps in a spreadsheet without providing each rep with everyone's info? I'd like to be able to export a master transaction list from Quickbooks, have the commission levels (assigned per item) come over from a sheet with my items, and rep assignments come over from another sheet with states and zipcodes (Canada adds additional nuances).
I'd like to be able to export new data each period (week, month) and VERY EASILY add it to each rep's individual worksheet where they have their own dashboard with charts and slicers to view data in any way they wish - sales by item, state, month, week, customer, etc.
I have watched hours of youtube videos, spent days working on this, and feel like I'm almost at the finish line, but what's the final key?
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