I *think* excel is the right way to do this but am open to suggestion. Please note that we are very restricted into what can be used at work. I am comfortable with VBA macro and functions.
I work at a retail sales store and manage a staff of sales associates. I am trying to instill the 3 / 14 / 28 day callback discipline and would like to create a tool that can assist. The end result I desire is a printable report showing the next 4 weeks with an indicator of 3 / 14 / 28 day callback, name, sale total, and sales receipt reference. Ultimately, I'd like the report to print in the format of a weekly day planner with each day populated with the calls to be made that day referencing the original data in a compact form.
An example would be...
The data available to feed this report is a list of sales detail for each associate. The raw data looks like this...
The so column (receipt #) is date encoded. I've got the formulas to breakout the date and add +3 +14 +28 workdays. This results in additional columns however and I'm thinking the right way to do this is to add additional records instead.
This data is generated on a daily basis and weekly basis. The perfect scenario would be to take the daily data, update the master list, print the updated weekly planner. This approach captures the 3 day calls almost run time. Knowing how the associates can be overwhelmed with data and "things to do", I accept that this process would work best with the weekly data.
So my questions are...
Is excel the right tool? I'm in essence creating a database that requires column based calculations.
Pivot tables feel like the answer hence the idea that creating new records instead of new columns is the right path. Correct?
Can I get the assistance to develop this here?
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