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sales trend and forecasting

  1. #1
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    08-12-2010
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    sales trend and forecasting

    I work in sales, i'm a sale coach. I'm trying to create an excel sheet where i can calculate monthly sales trend.

    For example:

    JOHN Quota is 30 ( he has to bring 30 new customers a month)

    In the last report August 8th John has sub scripted 11 customers. In other words around 36% of his goal within the first week. I want to know much % is he trending if he continues doing what he is doing.

    Can anyone point me to where i can find this kind of sheet, or how would i go about calculating this to input into excel,

    thank you

  2. #2
    Forum Expert shg's Avatar
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    Re: sales trend and forecasting

    The extrapolated value for the period is

    =(amount to date) * (days in period) / (days to date)

    for example

    =11 * NETWORKDAYS("8/1/2010", "8/31/2010") / NETWORKDAYS("8/1/2010", "8/8/2010") = 48.4
    Last edited by shg; 08-12-2010 at 06:27 PM.
    Entia non sunt multiplicanda sine necessitate

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