Hey guys!!

I've got quick question for you and hopefully I'm placing this in the appropriate area. In short, I've been tasked with creating a quick, efficient way to view sales call data on a monthly, quarterly, and yearly basis. We currently have a running call log (that this forum helped me build - MANY THANKS) that gets updated daily with new information. This call log tracks name, date, and product called on.

We are trying to break down the data from this call log to be able to see how many calls/contacts we made in one month and for what line of business (we're in insurance) we were calling about.

In the research that I've been able to do thus far, it would seem that a Dashboard, or interactive Dashboard, might be the best way to go with this, but I'm an Excel newbie and know very little about what I'm doing. Given that the data in our call log is mostly all text-based (i.e. names, dates, and text for products/line-of-business, is it even possible to create a Dashboard? I've tried creating a couple of charts for this but keep showing up with nothing as the data I'm trying to track/show is in text form.

Is there a better way to achieve this goal? Or am I on the right track?

I would greatly appreciate any and all insight that might be able to be given towards this matter! Furthermore, IF this is the best way to go, and somebody has the know-how/reference material for me to be able to learn how to do this, please include that as well.


Thank you guys so much!!



Many thanks,


Ben