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Sales spreadsheet - help with converting figures to % based on targets

  1. #1
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    04-14-2010
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    Glasgow
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    Excel 2007
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    Sales spreadsheet - help with converting figures to % based on targets

    Hello there,

    I need some help with a spread sheet I’m creating for work.

    I’m writing a sales spread sheet that (hopefully, when finished) will convert the number of appointments made into a percentage.

    The first rows will be the ones filled in every month; they show the appointments made and the amount of calls made.

    The next rows I want to show the percentage based on a monthly, quarterly and yearly target.

    For example:
    Pauline made 1030 calls in January, and made 24 appointments. Her target is 20 appointments per month (so 60 per quarter and 240 per year). This would mean Pauline’s target for January has been exceeded by 20%. I’d like the value in the monthly % for January to show as 120% and the cell to be GREEN in colour. If the total appointments is between 80-100% I would like the cell to be YELLOW, and below 80% to show as RED, indicating, above, on and below target.

    Incase I'm bad at explaining (which I am) I have attached the spread sheet.

    I will need the table below to fill in the percentages automatically, so all management needs to do is fill in the number of appointments and calls. “Total Calls” is a redundant field not used for anything other than information.

    Two different types of formulae are needed for this spread sheet, as full time members of staff have a target of 20 appointments per month and part time members of staff have a target of 10.

    I have attached the spread sheet how management would like it to look.

    Any help would be appreciated.

    Thanks in advance!
    Attached Files Attached Files

  2. #2
    Registered User
    Join Date
    04-14-2010
    Location
    Glasgow
    MS-Off Ver
    Excel 2007
    Posts
    20

    Re: Sales spreadsheet - help with converting figures to % based on targets

    If anybody figures it out, can you please email the resolution to [email protected]
    THANKS!

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