Private Equity Guy

New Member
Joined
Oct 2, 2010
Messages
11
I am trying to develop an HR tool for one of our portfolio companies that would allow me to pick the start date for 1 of 12 new sales people and 3 months after hire increasing revenues (Month 4: $3000, Month 5: $5000, Month 6-:$8000) will begin for 4 fiscal years. I can get the first IF statement but the revenues are really proving to be difficult. Please help!
 

tweedle

Well-known Member
Joined
Aug 1, 2010
Messages
1,559
Seems like Vlookup might do the trick here.
Could Also do a Index+Match pair.

So Sheet 1 below is the resulting set looking up from Sheet 2 the month and returning the Expected Revenue for the month.
You can scale Sheet 2 as desired as I doubt this would be a linear progression (if I'm even on track with what you desire).

This is just a 13 month example.

Excel Workbook
ABCDEFGHIJKLMNOP
3Month
4EmpHire Date12345678910111213
5123410/1/2010
6567811/1/2010
Sheet1
Excel Workbook
AB
1MonthRevTarget
211000
321000
431000
543000
655000
768000
87
98
109
1110
1211
1312
1413
Sheet2
 

Private Equity Guy

New Member
Joined
Oct 2, 2010
Messages
11
I really appreciate the help but I am not sure this is going to achieve my desired goal. I did not do a great job explaining myself and for that I am sorry. Please see the improved description below.

The assumption tab controls all tabs. This is where I have housed the build-up in revenues that occur 3 months after each new hire, salary, draw, commission, benefits, vehicle allowance, cost of sales. This is the tab I envisioned housing a matrix where something like a simple check on a 12 month calendar would trigger the subsequent tabs.

The second tab is my sales data by channel. There are five revenue channels which are listed under each month on the horizontal axis. On the vertical axis is the names of the sales people and the market they cover and the expenses I referenced in the assumption page. The third tab is sales data by month which just sums the data by channel and then the 4th tab is annualized.

No that you understand the layout, the tricky part for me is to have the revenue and expenses triggered on tab 2 so my team can very easily play around with the dates and markets new salespeople are hired.

Can you suggestion meet this need?
 

MrRajKumar

Active Member
Joined
Jan 29, 2008
Messages
260
Please post a small sample of your data, so the members can easily understand & help you.
 

Private Equity Guy

New Member
Joined
Oct 2, 2010
Messages
11
Ok, so I figured out the formula/process but I can't get it to work correctly. the logic statement I need is:

=IF(AND('Sales Data by Channel'!$R$1:$V$1>=Assumptions!$C19,'Sales Data by Channel'!$R$1:$V$1<Assumptions!$D19),Assumptions!$C$6,IF(AND('Sales Data by Channel'!$R$1:$V$1>=Assumptions!$D19,'Sales Data by Channel'!$R$1:$V$1<Assumptions!$E19),Assumptions!$C$7,IF(AND('Sales Data by Channel'!$R$1:$V$1>=Assumptions!$E19,'Sales Data by Channel'!$R$1:$V$1<Assumptions!$F19),Assumptions!$B$9,IF('Sales Data by Channel'!$R$1:$V$1>=Assumptions!$F19,Assumptions!$C$9,0))))

This formula is to be replicated across five other columns under the April 2010 header. The formula produces the correct result ($3000) in the first column but produces a value of zero in the other 4. I have checked the formulas over and over and they are EXACTLY the same across all four rows but it will not come up with the correct value.

Any advice?
 

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