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Personal Profiling

  1. #1
    Registered User
    Join Date
    11-16-2012
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    Williston, North Dakota
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    Excel 2010
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    Personal Profiling

    I am creating a Excel Sheet to profile individuals I sell to. For my job I sell directly to Consultants of corporations. I've decided to create a spreadsheet of each person I meet, describing them, their personalities, likes and dislikes, ect. It will be a way to keep track of things to do, say, way to act, selling points, interests. Basically through these profiles I hope to bring up "Their Sheet" on my computer before meeting with them a second time and know how to act, how to not act, interests and how I should sell to them. If anyone has any ideas or input on how I could improve the spread sheet or different approaches that would be great. Thank you. -Jeremy

  2. #2
    Forum Expert dilipandey's Avatar
    Join Date
    12-05-2011
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    Dubai, UAE
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    Re: Personal Profiling

    Hi Jeremy11,

    Welcome to the forum.

    I believe it would be a simple table with headers as you have mentioned in your post.. after this, you can create a pivot table or sort / filter the data as per your usage / intention to look for target individuals .. thanks.

    Regards,
    DILIPandey

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    DILIPandey, Excel rMVP
    +919810929744 (India), +971528225509 (Dubai), [email protected]

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