Excel Sales Tracker

222joco

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Joined
Jun 8, 2013
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I have a Sales tracker workbook with several separate sheets, each sheet represents a separate sales stage, for example the sheets are called Prospect, Completed, This Month, Next Month, etc. These sheets represent the stages a prospect goes through as they become a customer. In each sheet there is a column called Stage, and for each row of customer information in the stage column there is a drop down where the stage is selected from a drop down list. What I want to do is that when you change a stage the entire row of data moves to the appropriate sheet for that stage.

For example if a new prospect is initially in the prospect stage sheet and once they have been qualified and the process begins and it's determined they need to be in this month's sheet, all the person has to do is go to the stage column and via the drop down change the stage from Prospect to This Month and then that entire row is automatically moved to the This Month sheet. Trying to eliminate a lot of cutting and pasting. If anyone has any ideas I would be extremely grateful.
 

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Hi and welcome to the forum,

Would it not possible/easier to keep everything on a single sheet, and use the 'Stage' column to track the status and filter etc. ?
 
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