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I am using Excel 2007. I am in a Medical Equipment and Supplies company. Our office do have many salesmen and we need to monitor their initial sales call activity or their recently quoted major projects. The company wants to centralize this activity and monitor constantly with the Win/Loose situation and keep a track on those major projects. Anyone can help on this task will be appreciated.
I have some template that I can share with you. Download the below template and run it. You can try to modify the same as per your need. There also different kind of templates available on the same website. Try to look for more detailed and other types of template. Sales report
This is possible in pivot table also. You can create sales report in that also. I can provide you a link which will give you samples of pivot table. There are around 25 easy pivot table by which you can create sales report easily.
25 easy PivotTable reports