Need to automate a monthly report

Hello,

I need help understanding where to start with automating a monthly report that I put together.

My report is generated from two or three tables of data - roughly 25,000 records.

Currently, I copy and paste this table of data into one worksheet, and then have pivot tables that are written to take data from this table (this is a typical marketing sales funnel - calls, raw leads, qualified leads, customers, revenue). Then I have another worksheet that is the display to the client, with the proper formatting, mathematical calculations, totals etc. On this client facing worksheet, I pull data from the pivot table (using =GETPIVOTDATA formulas).

It seems that I have constructed this report in a very inefficient way because I have a ton of manual work to do every month to make the client view presentable as changes come about in the raw data. For instance I segregate the client facing report by lead sources, but when new lead sources get added in month by month, I have to edit the client facing report at length.

Any advice on where to start, or what steps to make this more automated would be very much appreciated.

Chris

Hi Chris ,


Provide a sample sheet of raw data and also sheet to formated data


Punnam