Hi Guys!
Thank you for your suggestions, a bit more light on this, I've attached an example of what the Consultants will all fill out themselves with their clients and info. They have different monthly tabs for each consultant.
What would be ideal would be to get the information as regularly as possible onto a master spreadsheet for analysis. I have attached a simple example of what I have drafted thus far for the Master Spreadsheet!
I really appreciate your help guys!
Duncan
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