View Single Post
  #2   Report Post  
Posted to microsoft.public.excel.misc
Roger Govier
 
Posts: n/a
Default Pivot table for reporting sales performance

Hi

Add an extra column to your source data table called Target.
Create a single row entry for each PG, for each SR for each TL with the
value of the target level.
If you are reporting the data monthly, then you will need to have 12
rows for each, rather than a single row.

Allocate the Target field to the data area.
Drag the Data button to the Total column to have actual and target
appear side by side.

--
Regards

Roger Govier


"Ram" wrote in message
...
Hi Experts,

I am hoping that you can help me with the following :

I am preparing a report for 3 sales teams team leaders (TL1, TL2, TL3)
who
manage 3 sales reps each (SR1, SR2, SR3; SR4, SR5, SR6; SR7,SR8, SR9).
EAch
sales rep is responsible for sales of 3 Product groups (PG1, PG2, PG3;
PG4.......). The sales targets work bottom up.

The Team Leader's target is the sum of targets of the 3 Sales reps and
inturn the Sales Rep's target is the sum of product group targets.

I want to integrate the targets in to the pivot report. the sales
data is
from a database, which contains, all information except the targets.

How do you recommend that i add the target figures to the data sheet.