ExcelBanter

ExcelBanter (https://www.excelbanter.com/)
-   New Users to Excel (https://www.excelbanter.com/new-users-excel/)
-   -   splitting sales results (https://www.excelbanter.com/new-users-excel/234779-splitting-sales-results.html)

Myles B

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.

Gordon[_9_]

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.


Myles B

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.



Gordon[_9_]

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?



Myles B

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?




Gordon[_9_]

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?


Myles B

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?



Gordon[_9_]

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....



Myles B

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....




Gordon[_9_]

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...


Don Guillett

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....





Myles B

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....






Gordon[_9_]

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...


Don Guillett

splitting sales results
 

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....







Don Guillett

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....








Gordon[_9_]

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?



All times are GMT +1. The time now is 11:53 PM.

Powered by vBulletin® Copyright ©2000 - 2025, Jelsoft Enterprises Ltd.
ExcelBanter.com