Excel DataBase for Home Improvement Co.

**cepoux** · 12-11-2013, 11:46 PM

Hi - I have a modest home improvement company and am trying to consolidate my sales efforts. I have created a worksheet that allows my sales reps to visit with customers and auto-price window replacement solutions. In other words they can visit a client, open the worksheet, enter the current data: Name, address, phone, email, number of windows and accessories. The worksheet will auto calculate a good, better, best price scenario. I would like to figure out how to take each individual worksheet and transfer or convert them into an active database to keep track and save all the customer information and appointment results. The idea is to reduce the number of times the data has to be imputed. The rep has already taken all the information once. The database will be used in the future to send out news letters and promotions either via email or regular mail.

Please keep in mind that each rep is running maybe 5 appointments a week. This means that three reps will run a total of 15 calls weekly. How would I take 15 separate worksheets and consolidate them into one active data base?

I am currently using MS Excel 2013.

Thanks in advance - I hope this is enough information.

Charles

Thanks in advance

**xlbiznes** · 12-12-2013, 01:59 AM

Hi,

If the format in which you sales rep's collects data is fixed then they all can be collated into one single file.

Post a sample sheet and members can have a look and suggest the apt solution for you.

**abousetta** · 12-12-2013, 10:37 PM

Hi @cepoux,

If you want the database in Excel instead of Access then you should ask one of the moderators to move this thread to the 'Excel Programming / VBA / Macros' subforum as you will get more people viewing it there than here.

Just a suggestion.

Good luck.

abousetta