Creating A Sales Team Tracker

Hey guys, I have a little project I'm working on and I could use some help.

Basically I want a master workbook for my small sales team.

On the first sheet you have information about all sales done in a list (date sold, surname of customer, package taken, cost etc.)

Then I want to assign the sales rep, the person who bit the lead on the phone and the person who confirmed the lead as well. I want to do this from a dropdown menu that I can add people too later.

I have done all this...but this is where I need your help.

Once I select the sales rep that sold the lead, I then want another sheet in the workbook dedicated to that sales rep. I want the Date, Surname of Customer, Package Taken, Cost brought across.

From there I will be able to set rules for commissions and I will be able to work things out quite easily from there, but it is the IF (dropdown menu equals NAME) THEN (fill these fields with information from this other sheet).

Same thing with the Biters and Confirmers (who each get a little bit of commission, but that can be applied once we assign the sale to the persons sheet.

I hope this makes sense.

I hope someone out there can help me.

I really look forward to hearing from you.

Best Regards

Kieran

You will get help if you attach a sample workbook with data. data doesn't have to be real but it should represent realistic values. Also provide a description or sample of what the result should look like.

File attached.