Consolidating data from sheets to create database

quickquestio

New Member
Joined
Oct 1, 2014
Messages
1
Hi all,

I am running a startup company, with four sales people calling potential clients to tell them about our product. Unfortunately we are not at the stage of buying CRM software yet, so I am working on an excel tool (which is to be converted to a gdoc), where i keep track of the activities of the sales team. Ideally, this gdoc will also give me an overview of the client database.

Right now, each of my sales execs fills out the following log sheet (let's assume this is John's sheet, and there's also one for Ben, Dave and Bob)

Company NameDateCall/Meeting?Revenue PotentialComments
A01/10/2014Call1000 USDwill call back next week
B26/9/2014Call2000 USDnot interested
A24/9/2014Meeting1000 USDinterested, they will let us know next week

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</tbody>

Right now i have four of these sheets (one for each sales person). I want to consolidate these four sheets into a single database, so i can rank companies on revenue potential and when they were last contacted. For example:

Company NameLast touchpointCall/Meeting?Revenue PotentialSales Rep
A01/10/2014Call1000 USDJohn
C28/9/2014Meeting3000 USDBob
B24/9/2014Meeting1000 USDJohn

<tbody>
</tbody>

I'm struggling to find a way to make such a consolidation - does anyone have any creative solutions? I'm setting up a completely new tool, so i am flexible. The call log sheets can also be changed, as long as they remain easy to fill for the sales reps.

Thanks!
 

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Kyle123

Well-known Member
Joined
Jan 24, 2012
Messages
2,708
Why can't you just do this straight into gDoc with a shared sheet and everyone uses the same one?
 

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