Tracking sales in Excel

Hello,

I work in commercial office letting, which obviously involves calling a lot of prospective tenants. I have been using a simple Excel worksheet to track my leads (see attachment). My boss won't cough up for bespoke sales software so I have to make do with what I can make myself!

As you can see I use a convoluted system of counters for tracking. My knowledge of Excel is pretty limited and this seemed the best method to me.

Ideally I want to be able to filter what leads are displayed based on whether I have called/emailed them, or what Business Centre they are interested in, their source, etc. Is there a way I can do this?

If you have any additional suggestions on top of this I would be very grateful.

Thanks for your help!

Originally Posted by arthurbr

Welcome to the board
if you only want to display leads based on conditions, the easiest way is to use Data - Filter - Autofilter
Select your criteria with the dropdownboxes at the column headings

You could also use a Pivot Table, depending on what you need

(BTW the formula in col L is too complicated, it will always be =1 if F is not empty)
(BTW2 you don't really need all the columns to count and graph f.i. Lead sources - just select the column and make a Pivot graph)

Thanks very much for that. I assumed it would be something simple, but unfortunately with no training in Excel I am at a loss.

I would like to have a sheet that summarises all the information, i.e. how many leads came through a specific source, etc. How is this possible?

Many thanks.

P.S. If there is a web site I should be looking at to further my knowledge in regards to this area, then please send it to me.

any ideas?

Any ideas at all?

Hi,
sorry, been out of touch for a while.
Seems the best thing to use would be a Pivot Table
You can get extensive information here :http://peltiertech.com/Excel/Pivots/pivotstart.htm

Originally Posted by arthurbr

Hi,
sorry, been out of touch for a while.
Seems the best thing to use would be a Pivot Table
You can get extensive information here :http://peltiertech.com/Excel/Pivots/pivotstart.htm

Thanks. I'd never even heard of a Pivot Table before you mentioned them, so I'll get stuck into that web site.