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I run a small call center and want to track the status of leads for each
individual telemarketer. I can count the total number of leads for each TM using the "Countif " function and the TM's name. I need to count the lead status for each TM as well. For each TM name there would be 5 lead status catagories. I have set up the worksheet columns as follows: lead date, lead Name, Phone, Telemarketer, Lead status. Any Thoughts? |
#2
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Set up a simple table on another sheet with names going down column A
starting with A2 and your five status codes in B1:F1. Then in B2 you can use this formula: =SUMPRODUCT((Sheet1!D$1:D$1000=$A2)*(Sheet1!E$1:E$ 1000=B$1)) Copy this across into C2:F2, then copy B2:F2 down for as many names as you have. This will give you a count for each name under the codes in columns B to F. Hope this helps. Pete On Jul 22, 9:09*pm, Donnb wrote: I run a small call center and want to track the status of leads for each individual telemarketer. I can count the *total number of leads for each TM using the "Countif " function and the TM's name. I need to count the lead status for each TM as well. For each TM name there would be 5 lead status catagories. I have set up the worksheet columns as follows: lead date, lead Name, Phone, Telemarketer, Lead status. Any Thoughts? |
#3
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I run a small call center and want to track the status of leads for
each individual telemarketer. I can count the total number of leads for each TM using the "Countif " function and the TM's name. I need to count the lead status for each TM as well. For each TM name there would be 5 lead status catagories. I have set up the worksheet columns as follows: lead date, lead Name, Phone, Telemarketer, Lead status. Maybe a "pivot table report" would meet this need. See Excel's built-in Help for details. |
#4
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I'd help you but you may be one of those annoying telemarketers that think
my phone is a latrine for their personal use.. Gord Dibben MS Excel MVP On Tue, 22 Jul 2008 13:09:22 -0700, Donnb wrote: I run a small call center and want to track the status of leads for each individual telemarketer. I can count the total number of leads for each TM using the "Countif " function and the TM's name. I need to count the lead status for each TM as well. For each TM name there would be 5 lead status catagories. I have set up the worksheet columns as follows: lead date, lead Name, Phone, Telemarketer, Lead status. Any Thoughts? |
#5
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LOL !!
Judging by the way "center" is spelt, I assumed that the op was in North America, and so was unlikely to give me a call !! <bg Pete On Jul 23, 1:24*am, Gord Dibben <gorddibbATshawDOTca wrote: I'd help you but you may be one of those annoying telemarketers that think my phone is a latrine for their personal use.. Gord Dibben *MS Excel MVP On Tue, 22 Jul 2008 13:09:22 -0700, Donnb wrote: I run a small call center and want to track the status of leads for each individual telemarketer. I can count the *total number of leads for each TM using the "Countif " function and the TM's name. I need to count the lead status for each TM as well. For each TM name there would be 5 lead status catagories. I have set up the worksheet columns as follows: lead date, lead Name, Phone, Telemarketer, Lead status. Any Thoughts?- Hide quoted text - - Show quoted text - |
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