Call and sales tracking spreadsheet

**kdye** · 04-05-2011, 03:44 PM

I need help!!! I am in sales and we currently have a excel spreadsheet with call tracking and a sales tracking on it. I would like something a little more inviting. We have quotas that we have to meet. 100 calls a month, 20 quotes to put out, $11k is sales.
I was thinking maybe something that was broke down by week for calls. The sales and quotes, have a graph associated with them. When we type in the dollar amount it will raise the graph that much. I think this will make it easier to manage. I have attached what our call tracking looks like now. I appreciate all your help. Thanks, Keith Dye

**royUK** · 04-06-2011, 02:12 AM

If your data didn't have empty rows then you could probably use Excel's features like PivotTables, AutoFilter, AdvancedFilter etc

Also many of the dates aren't entered as dates

**niluhom** · 12-07-2012, 05:26 AM

Hi,

Can we have any sample sheet for sales lead tracking along with few charts

Thanks in advance.

**arlu1201** · 12-07-2012, 05:51 AM

Niluhom,

Unfortunately you need to post your question in a new thread, it's against the forum rules to post a question in the thread of another user. If you create your own thread, any advice will be tailored to your situation so you should include a description of what you've done and are trying to do. Also, if you feel that this thread is particularly relevant to what you are trying to do, you can surely include a link to it in your new thread.