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Sales Spreadsheet- create results tabs

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    03-05-2012
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    United States
    MS-Off Ver
    Excel 2003
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    Sales Spreadsheet- create results tabs

    I realize someone on here is going to say that this is a piece of cake, or at least I am hoping so.

    I am in the healthcare market. Within the attached workbook we have two sets of information on individual tabs. One for Facilities and one for Physicians. Our goal is to target the most productive referral sources to maintain and increase our business month to month.

    For both groups, I have 2011 cummulative data. For 2012 we are inputing 30-day comparative data every 2 weeks to watch trends.

    The goal is to show our target market every 2 weeks:

    1. Display key referral sources by the designation of A or B.

    For Facilities:
    -A's avg. = or >20 referrals for latest 30 days
    -B's avg. <20 or = or >5 referrals for latest 30 days

    For Physicians:
    -A's avg. = or >5 referrals for latest 30 days
    -B's avg. <5 but = or >2 for latest 30 days

    2. We want to display Faciliities and Physicians as Gainers, Sliders and Riders:

    For Facilities and Physicians:
    -Gainers show an = or >20% increase over the prior 30 days
    -Sliders show an >20% decrease over the prior 30 days
    -Riders show a <20% consistency over the prior 30 days

    The goal is that every two weeks as I enter the number of referrals per Facility or Physician for the latest 30-day comparison, that the spreadsheet will evaluate and provide the A, B, Gainer, Slider and Riders results.

    Could the results be put on one tab as shown in my workbook or would you show each result in it's own tab and allow it accumulate the results down the page to see a history of the results?

    Would anyone be willing to advise and or give this a shot to build for me?
    Attached Files Attached Files
    Last edited by esuhcs; 03-06-2012 at 05:54 PM.

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