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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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