Hey guys,
This is my first day, so bare with me. I am fairly new to Excel, but am finding that almost anything is possible. I am trying to create a workbook for my agents (travel industry) where they can track their sales. Also, I am looking to track final payments, which we had some trouble with this year.
I have the tracking part finished, but what I am attempting to do is find a way to have reservations show up on the dashboard sheet when they are inside of 45 days of payment (on the tracking sheet), and do not have final payments yet. The idea is so my agents can see the reservation is due and start making some phone calls if they forgot. Also, once the payment is taken, it should not be there anymore. I would like to set up some sort of pivot type table so it can adjust as the information does.
Any assistance would be absolutely amazing. If you could show me the code, or even what keywords I should be searching for. The last two days of searching has really gotten me nowhere. And if it's not possible, let me know so I can stop searching.
Thank you!
Bookmarks