Simplified way of displaying data for training and information

Hi all,

I have two sample sheets that I want to be able to work together as a working document. Information in the sheets has a close bearing on what I want to record. On the sheet marked 'House Clearance Log Sample' I have drop down lists for call centre workers who take calls. I wish to be able to graph how many leads each person has taken so that I can see if there is a training need. So essentially, I want some ideas on how to get a good snapshot of the information taken. Also, I have a second sheet called 'Sample KPI's' and I wonder if there is any way to tie two separate sheets into one working document and maybe show a better way of displaying the information?

I hope you guys can provide some insights.

Hi, I have an amendment to what I want to do. In my attached sheet, I have a second tab that I want to count up the occurrences of the data entered. For example, In the 'raw data' tab, I am collecting the information based on the call centre and subsequent activity. In the 'data output' tab, I wish to be able to count those occurrences. So that cell a2 should be a count of the number of calls that were booked in that month (i am not sure how to do it). B2 should be the amount of Yes or No entries that have been entered in the 'raw data' sheet B. Does that make sense? When I have that data counted, I wish to be able to use that for the data in my Sample KPIS sheet previously attached. I hope that seems apparent what I am trying to do.

Thanks in advance.

Hi,

I am assuming that would count how many times a yes appears? How about for the number of incoming calls? All I am recording currently is the date the call came in and I am unsure how to show the number of incoming calls.

Thanks so far!

That's fantastic! I suppose that it's a similar formula that I would need to use in order to graph the names of the person who took the incoming call (column D in raw data tab) so that I can see who took the most calls that led to a booking?

I need the numbers of each person.

Dear all,

I have most of the formulae working well in this very simple sheet (by your standards) and I want to know if there is a way that I can use this as a proper working document that will be placed on a central server and updated by multiple users. My questions are these:

1. Can anyone suggest a way of showing how I can display updates to the 'raw data' tab in week format so that the 'data output' and 'kpi' tabs calculate the information per week and then per month properly. I suppose I would also need to show each month. I am at a loss as to how to do this.

2. Secondly, if I manage to get a document that does all of the above, what are the issues (if any) surrounding a spreadsheet that is accessed by multiple users (only really a maximum of 3 or 4 at any one time). I am assuming that any record would have to be saved as soon as it is entered so that it is up to date?

Hope you guys can help - I have attached latest spreadsheet.

Cheers.