Add Sales Goals to Sales Report in Pivot Table

Add Sales Goals to Sales Report in Pivot Table

Post by Ronste » Sat, 14 Oct 2006 01:51:41


I have a sales report spreadsheet that shows all actual sales for 10
different sales reps, around 200 rows of separate sales items per rep.
I have created various pivot tables which show month-end, quarter-end
sales, etc. I would like to add a row in the pivot table that shows
each sales reps individual goal for the month and quarter, then show
the actual sales and then the difference between the two. Every sales
rep goal is different and these goals are in a separate spreadsheet.
Is there a way to setup this fixed amount in a pivot table?
 
 
 

Add Sales Goals to Sales Report in Pivot Table

Post by QmVhZ2x » Sat, 14 Oct 2006 12:17:02

The easist suggestion would be to add additional columns "Budget" and
"Difference" in your data table

For Example,

Salesrep Actual Budget Difference
Roy $10 $20 -$10
Ray $50 $40 $10

Then create a Pivot Table off of the above table. Once in a pivot table
your "data results" can be adjusted to go down. So, that Row 1 = Actual, Row
2 = Budget, Row 3 = Difference.

Keep in mind that Pivt Table also give you the flexability to create
formulas so you may not need to create the difference column in your data
table.