sales analysis

Hi, I'd really appreciate any suggestions on how best to manipluate the datasheet for a sales pipeline dashboard to enable me to report on sales prospects over time. I specifically want to be able to report on the number and value of sales leads in the pipeline at any point in time, by sales...

I have this formula working on an older version of this report: COUNTIFS(Transactions[Year],B$2,Transactions[Mo No],"<="&MONTH(B$3&" 1")). I have copied and pasted it into a new but similar project: COUNTIFS(Table1[Year],C$3,Table1[Month],"<="&MONTH(C$4&"1")) I am getting back a 0 result...

Hello Everyone, Can you please help me make a trend chart to determine if our sales of units in this time span is trending up or down. Thank you.

I am currently trying to figure out how to get excel to work out the difference of percentage to a while number so I can show staff how many more need to be hit rather than just a percentage. I.e Floor average stats 190,125 risks at a retention rate of 76.39% Agent 1 has 328 risks at a...

Hey Experts, I'm sure you'll nail this super quick but basically, I'm trying to forecast what's needed by week to achieve a set goal. I'm wanting my team to input their forecast then the future week's volumes will change to then deliver the monthly targets for the remainder of the year So from...

I am trying to make a sales dashboard/report. I am pulling data from workbooks within a specific folder. I have combined them into one table in Power Query but I am stuck on how to best display month & year comparisons for the data. I can do it on a table with an Index Match formula but it's...

I am consulting for a publishing company that is trying to generate more in-depth numbers using excel. They use a CRM that can generate most reports, however they need calculations done on a term they refer to as "contract sales" which their CRM does not calculate due to the complicated nature...

I'm currently trying to create a sub that does the following: 1 - asks for an input (a string/name in this case) 2- loops through worksheets to see if their name is there, and if it is, reports their name and the "amount sold" in the column next to their name onto another worksheet. what i...

Hello, I have tried to put together a report that provides information in regard of our organization income vs expenses & other costs. As you can see I started my excel sheet where I have entered some of my invoices and allocate those amount on specifics weeks. What I want to get, is a report...

Hi, I have a question. Does anyone have any articles or videos on calculating Trailing Twelve Months (TTM) sales and comparing it to the previous TTM sales? I was successful in formulating a TTM Sales (see below) if there are sales in the current period. In my example my last reported period...