Summary Sheet
I have a workbook that contains several different pages that each Producer is
supposed to update. On the summary page, I need to have the option to choose
what to display and how it is displayed.
For instance, Jeff's prospect list has the following:
Company Contact Revenue Potential Sales Potential # of EE
ABC Co. Joe Smith $1,000 75% 12
Joe's prospect list has the following:
Company Contact Revenue Potential Sales Potential # of EE
123 Co. Jane Smith $3,000 25% 2
The summary page needs to list the following:
Producer Co. Contact Rev Pot Sales Pot # of EE
Jeff ABC Co. Joe Smith $1,000 75% 12
Joe 123 Co. Jane Smith $3,000 25%
2
I've tried to link the cells and it just dumps everything in there with
zeros in missing information. I couldn't figure out how to do it for
multiple sheets either. Any
suggestions?
I cut down on column headings for space reasons, actual column headings a
Effective Date, Client Name, Next Step, Revenue Potential, Sales Potential
%, Contact, # Lives, Current Broker.
Column headings on summary page is the same except the addition of
"Producer" in order to be able to easily identify who has what.
Thoughts?
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