asked on
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
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
Learn from the best
Network and collaborate with thousands of CTOs, CISOs, and IT Pros rooting for you and your success.
Andrew Hancock - VMware vExpert
See if this solution works for you by signing up for a 7 day free trial.
Unlock 1 Answer and 9 Comments.
Try for 7 days”The time we save is the biggest benefit of E-E to our team. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange.
Our community of experts have been thoroughly vetted for their expertise and industry experience.
The Expert of the Year award recognizes an expert who helped improve Experts Exchange in the past year through high levels of contributions and participation on site. This award is given to the expert who has achieved the highest levels of participation, while maintaining quality contributions and professionalism.
The Distinguished Expert awards are presented to the top veteran and rookie experts to earn the most points in the top 50 topics.