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#1
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splitting sales results
we sell products that sometimes get "split" between 2 salespeople. I have set
up a basic spreadsheet that tracks sales and profit but can't figure out how to account for "half deals" Any help would be appreciated and I can supply a sample of the sheet if necessary. |
#2
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splitting sales results
"Myles B" wrote in message ... we sell products that sometimes get "split" between 2 salespeople. I have set up a basic spreadsheet that tracks sales and profit but can't figure out how to account for "half deals" Any help would be appreciated and I can supply a sample of the sheet if necessary. Depends how you are "tracking" sales and profit. |
#3
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splitting sales results
In colums like this:
Date Customer Stk # Front End Holdback Total Gross M.T.D. Total Average Salesperson #1 Salesperson #2 6/1/2009 JONES M9156 $10.00 $10.00 $20.00 $20.00 $170.08 SEBAS CHASE 6/1/2009 SMITH T9205 $200.00 $10.00 $210.00 $230.00 $170.08 CHASE BARB 6/2/2009 BAUER S9100 $100.00 $10.00 $110.00 $340.00 $170.08 BARB "Gordon" wrote: "Myles B" wrote in message ... we sell products that sometimes get "split" between 2 salespeople. I have set up a basic spreadsheet that tracks sales and profit but can't figure out how to account for "half deals" Any help would be appreciated and I can supply a sample of the sheet if necessary. Depends how you are "tracking" sales and profit. |
#4
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splitting sales results
"Myles B" wrote in message ... In colums like this: Date Customer Stk # Front End Holdback Total Gross M.T.D. Total Average Salesperson #1 Salesperson #2 6/1/2009 JONES M9156 $10.00 $10.00 $20.00 $20.00 $170.08 SEBAS CHASE 6/1/2009 SMITH T9205 $200.00 $10.00 $210.00 $230.00 $170.08 CHASE BARB 6/2/2009 BAUER S9100 $100.00 $10.00 $110.00 $340.00 $170.08 BARB So how is the Average per Salesperson calculated in the first place? |
#5
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splitting sales results
I'm not concerned about the averages. There is another page that shows total
sales for the month at a glance and I need to be able to show "half deals" (sales split between salesperson 1 and 2) "Gordon" wrote: "Myles B" wrote in message ... In colums like this: Date Customer Stk # Front End Holdback Total Gross M.T.D. Total Average Salesperson #1 Salesperson #2 6/1/2009 JONES M9156 $10.00 $10.00 $20.00 $20.00 $170.08 SEBAS CHASE 6/1/2009 SMITH T9205 $200.00 $10.00 $210.00 $230.00 $170.08 CHASE BARB 6/2/2009 BAUER S9100 $100.00 $10.00 $110.00 $340.00 $170.08 BARB So how is the Average per Salesperson calculated in the first place? |
#6
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splitting sales results
"Myles B" wrote in message ... I'm not concerned about the averages. There is another page that shows total sales for the month at a glance and I need to be able to show "half deals" (sales split between salesperson 1 and 2) I'm now confused. Are you asking how physically, do you split a two-salesman sale between the two salesmen? |
#7
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splitting sales results
Yes so my final results on the recap page show as an example:
BARB 1 1/2 NEW 2 USED TOTAL 3 1/2 "Gordon" wrote: "Myles B" wrote in message ... I'm not concerned about the averages. There is another page that shows total sales for the month at a glance and I need to be able to show "half deals" (sales split between salesperson 1 and 2) I'm now confused. Are you asking how physically, do you split a two-salesman sale between the two salesmen? |
#8
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splitting sales results
"Myles B" wrote in message ... Yes so my final results on the recap page show as an example: BARB 1 1/2 NEW 2 USED TOTAL 3 1/2 I'm sorry I just don't see what the problem is. Set up a separate worksheet for shared sales and allocate them there, then just link the front sheet to that sheet.... |
#9
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splitting sales results
The problem is figuring out how to show 1/2 deals in the final count on the
other sheet. "Gordon" wrote: "Myles B" wrote in message ... Yes so my final results on the recap page show as an example: BARB 1 1/2 NEW 2 USED TOTAL 3 1/2 I'm sorry I just don't see what the problem is. Set up a separate worksheet for shared sales and allocate them there, then just link the front sheet to that sheet.... |
#10
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splitting sales results
"Myles B" wrote in message ... The problem is figuring out how to show 1/2 deals in the final count on the other sheet. Well I don't think you are going to be able to easily. Why not produce an appendix showing the split sales? Why is it so important? (I used to be a Management Accountant for several UK corporations... |
#11
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splitting sales results
Have you looked in your other email for my most recent email to you?
-- Don Guillett Microsoft MVP Excel SalesAid Software "Myles B" wrote in message ... The problem is figuring out how to show 1/2 deals in the final count on the other sheet. "Gordon" wrote: "Myles B" wrote in message ... Yes so my final results on the recap page show as an example: BARB 1 1/2 NEW 2 USED TOTAL 3 1/2 I'm sorry I just don't see what the problem is. Set up a separate worksheet for shared sales and allocate them there, then just link the front sheet to that sheet.... |
#12
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splitting sales results
Don,
I got 1 email from you and replied back, haven't gotten a reply to that one yet, maybe filtered out (work email) Gordon, Not that important just the anal retentiveness in me wanting to properly track salespeople performance on a monthly basis and not having to do it by hand. "Don Guillett" wrote: Have you looked in your other email for my most recent email to you? -- Don Guillett Microsoft MVP Excel SalesAid Software "Myles B" wrote in message ... The problem is figuring out how to show 1/2 deals in the final count on the other sheet. "Gordon" wrote: "Myles B" wrote in message ... Yes so my final results on the recap page show as an example: BARB 1 1/2 NEW 2 USED TOTAL 3 1/2 I'm sorry I just don't see what the problem is. Set up a separate worksheet for shared sales and allocate them there, then just link the front sheet to that sheet.... |
#13
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splitting sales results
"Myles B" wrote in message ... Gordon, Not that important just the anal retentiveness in me wanting to properly track salespeople performance on a monthly basis and not having to do it by hand. Then just use a separate sheet for sales people and summarize it on the front schedule... |
#15
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splitting sales results
=IF(J2="","",IF(L2="",G2,G2/2))
=IF(L2="","",G2/2) in the summary =SUMIF('New Cars'!J:J,A4,'New Cars'!K:K)+SUMIF('New Cars'!L:L,A4,'New Cars'!M:M) -- Don Guillett Microsoft MVP Excel SalesAid Software "Don Guillett" wrote in message ... I sent a solution not using macros but using helper columns instead. If you send me a good email I will resend. Or, look where I sent it. -- Don Guillett Microsoft MVP Excel SalesAid Software "Myles B" wrote in message ... Don, I got 1 email from you and replied back, haven't gotten a reply to that one yet, maybe filtered out (work email) Gordon, Not that important just the anal retentiveness in me wanting to properly track salespeople performance on a monthly basis and not having to do it by hand. "Don Guillett" wrote: Have you looked in your other email for my most recent email to you? -- Don Guillett Microsoft MVP Excel SalesAid Software "Myles B" wrote in message ... The problem is figuring out how to show 1/2 deals in the final count on the other sheet. "Gordon" wrote: "Myles B" wrote in message ... Yes so my final results on the recap page show as an example: BARB 1 1/2 NEW 2 USED TOTAL 3 1/2 I'm sorry I just don't see what the problem is. Set up a separate worksheet for shared sales and allocate them there, then just link the front sheet to that sheet.... |
#16
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splitting sales results
"Don Guillett" wrote in message ... =IF(J2="","",IF(L2="",G2,G2/2)) =IF(L2="","",G2/2) in the summary =SUMIF('New Cars'!J:J,A4,'New Cars'!K:K)+SUMIF('New Cars'!L:L,A4,'New Cars'!M:M) Why such complication? KISS!!!! If the OP needs to do this, then just have a subsidiary sheet with the details on it and summarize it on the front sheet. As a recently-retired Management Accountant I can guarantee you that some-one is going to say "give me an analysis of split sales". Why do the work twice? |
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