Asked By Robcole84
09-Feb-10 09:36 AM

Ok, I have created a sales report list that tracks what customers we are
contacting, how we are contacting them, if they are a new or existing
customer and if we sent a quote, along with some other details. There is a
worksheet the salesmen fills out for each day of the month (its linked to a
calendar) and that all goes into a "dashboard" that shows the breakdown with
graphs. Now what i would like to do is have another worksheet list all the
customers that we sent quotes to so they can mark if the quote was won or
lost , state sales projections and give reasons why won or lost. How can i do
this?
Ive tried vlookup and macros and advanced filtering, copy to another
worksheet, and keep hitting snags along the way. I am pretty good at excel but
i'm no guru. The customer is in column A and the quote is a drop down yes/no
list in column E. Basically, i need a formula to say if E#=yes then copy A#
to worksheet "monthly review" ... please let me know if this is possible!
Thanks in advance!