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#1
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Add Sales Goals to Sales Report in Pivot Table
I have a sales report spreadsheet that shows all actual sales for 10
different sales reps, around 200 rows of separate sales items per rep. I have created various pivot tables which show month-end, quarter-end sales, etc. I would like to add a row in the pivot table that shows each sales reps individual goal for the month and quarter, then show the actual sales and then the difference between the two. Every sales rep goal is different and these goals are in a separate spreadsheet. Is there a way to setup this fixed amount in a pivot table? |
#2
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Add Sales Goals to Sales Report in Pivot Table
The easist suggestion would be to add additional columns "Budget" and
"Difference" in your data table For Example, Salesrep Actual Budget Difference Roy $10 $20 -$10 Ray $50 $40 $10 Then create a Pivot Table off of the above table. Once in a pivot table your "data results" can be adjusted to go down. So, that Row 1 = Actual, Row 2 = Budget, Row 3 = Difference. Keep in mind that Pivt Table also give you the flexability to create formulas so you may not need to create the difference column in your data table. "Ronster" wrote: I have a sales report spreadsheet that shows all actual sales for 10 different sales reps, around 200 rows of separate sales items per rep. I have created various pivot tables which show month-end, quarter-end sales, etc. I would like to add a row in the pivot table that shows each sales reps individual goal for the month and quarter, then show the actual sales and then the difference between the two. Every sales rep goal is different and these goals are in a separate spreadsheet. Is there a way to setup this fixed amount in a pivot table? |
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