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#1
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Sales Lead summary
Hi
I work for a company wholesale manufactures a product in high demand. We don't sell to the end user. We get a number of "Mum & Dad" sales leads that come in via our website & yellow pages adverts that we want to forward onto our agents for them to followup. I have a spreadsheet with all our agents contact details listed. I want to be able to run a sales lead summary that lists by agent, the contact details of all the leads for a date range e.g. 1st April 2006 until 22nd May 2006. Ideally, I would type into a form: 1. the agents name & a date range, hit enter & have the sales leads come up in an excel spreadsheet. 2. Date range & have the total number of leads for that period come up in an excel spreadsheet. Is this doable in Excel or am I better off using Access? How would you go about this? TIA Pete |
#3
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Sales Lead summary
additional information: (search based on: excel filter sub programming)
Excel Filters -- AutoFilter Programming http://www.contextures.com/xlautofilter03.html XL: How to Control the AutoFilter with a Macro http://support.microsoft.com/?kbid=141770 (defective HTML coding must be viewed in IE) An advanced filter to extract records in Excel http://www.meadinkent.co.uk/xlfilter.htm All are programming solutions, if not familiar with macros see http://www.mvps.org/dmcritchie/excel....htm#havemacro --- HTH, David McRitchie, Microsoft MVP - Excel My Excel Pages: http://www.mvps.org/dmcritchie/excel/excel.htm "Ardus Petus" wrote .. Consider using an Autofilter with an optinal Userform for easy data entry That will require simple VBA code (macro) "Pete" ... I have a spreadsheet with all our agents contact details listed. I want to be able to run a sales lead summary that lists by agent, the contact details of all the leads for a date range e.g. 1st April 2006 until 22nd May 2006. Ideally, I would type into a form: |
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