Trying to figure out the formula.
We have a excel job sheet where we track orders from clients, so there is a column that has the client name and if they order more then once in a month of course that value is repeated multiple times, and we have one column that has a REP code (something like ABB, or MCC - its a sales rep code) and then we have another column that has either a value of R or N this indicates if it was a New client or a Repeat client.
Here is what I am wanting to calculate on each months job sheet. How many New Customers by Rep, and How Many Repeat customers. Also too how many jobs or orders has that sales rep placed that month. Keep in mind that we have a sheet for each month.
Columns are like the below.
JOB Contact | Customer | Sale Cost (QB) | Margin | Profit % | New/Repeat | REP
It would be helpful if you could upload a workbook with an existing data sheet, and then an example of the output and format you want.