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Use dynamic ranges to make your Excel spreadsheets easier to understand
Give your numbers more distinct meanings in Excel with dynamic ranges. By using the OFFSET function and naming feature, you can give labels to your formulas, making them easier to find and reference. You can make Excel formulas easier to understand by using named ranges. For example, the...
Tags: Microsoft Excel, Microsoft Office, Mary Ann Richardson, Sales strategy, Sales force management, Excel spreadsheet, Click Add, sales, Total Sales, Microsoft Office Suite Excel Tips Newsletter, Formula, Office Suites, Software
Technical articles 2007-04-03
Tech Tip: Change Word line spacing/Excel natural language formulas/Add an Access report total
Word: Change existing text's line spacingYou can use theFormat | Paragraph menu in Word to change the line spacing ofexisting text in a Word document, but for simple changes, using theline-spacing shortcut
Tags: language formula, Line Spacing button, Microsoft Access, Microsoft Word, natural language formula, Sales, Sales Total Sales, Total Sales
Technical articles 2003-12-08

Additional Resources

Sales Tax Generator (zip)
The Sales Tax Generator is basically a calculator to find the sales tax after entering a price. The sales tax is added with the price to find the total price. Unlike many other tax calculators, the Sales Tax Generator includes built-in tax rates. All you need to do is select...
Tags: Sales Tax Generator, Sales Tax, Sales Strategy, Taxes, Free Trade, Sales Force Management, Sales, Financial Planning, Finance
Software downloads 2006-09-20
MySalesInfo (msi)
A Purchase Order Program for use by Sales Reps. Will manage multiple manufacturers. Provides worksheets for helping to create purchase orders for customers. Has reports for total sales from each manufacturer. Helps to track commissions.
Tags: Manufacturer, Sales Strategy, Manufacturing, Sales Force Management, Sales
Software downloads 2006-05-02
Named ranges make it easy to summarize year-to-date totals
You have five sheets in your workbook. The first four sheets list the sales for each quarter by month and then total the sales for the quarter in cell N10. The last sheet calculates the year-to-date sales. To have your worksheet summarize the YTD total automatically, follow these steps: ...
Tags: Sheet, Microsoft Excel, Sales Strategy, Microsoft Office, Office Suites, Software, Sales, Mary Ann Richardson
Blog posts 2008-06-03
Set Excel text boxes to reflect data updates
Have your Excel text box change with your data! Here's how to create dynamic text boxes in Excel, while giving yourself the freedom to format them to fit your style.Excel's text boxes do not have to be static; that is, you can have the text within the boxes change automatically...
Tags: Sales strategy, Microsoft Office, text box, Microsoft Excel, worksheet, Monthly Sales, Sales Summary
Technical articles 2007-06-26
Analyze custom views of your Excel data
If you want a quick analysis of your data, then see why you should utilize Excel 2003's List feature. You'll learn how you can create a simple report in less than a minute that will calculate the sales of a particular product. Help users increase productivity by automatically signing...
Tags: Microsoft Excel 2003, Microsoft Excel, Microsoft Office, Mary Ann Richardson, Sales strategy, Sales force management, Microsoft Office Suite Excel Tips Newsletter, TechRepublic Inc., Office Suites, Software, Sales
Technical articles 2005-04-27
Compute the percentage of a total with Oracle's RATIO_TO_REPORT
Many reports include a percentage of the report total on each line, in addition to the detail data being reported. For example, what percentage does each customer contribute to all of the orders placed in a month, or what percentage does each sales rep contribute to the total sales?The traditional...
Tags: oracle, databases
Blog posts 2007-07-17
Sunfar 3C Reaps Performance Benefits With Automated Online Portal for Collaboration
Expanding from a single retail outlet business to an island-wide retail chain with more than 20 branches across Taiwan, 3C (Computer, Consumer and Communications electronics) retailer, Sunfar 3C, has experienced dramatic growth in its annual sales revenue over the past few years. In fact, in September 2003, Sunfar 3C set...
Tags: Collaboration, Performance, Portal, Sunfar 3C, Sales Strategy, Sales Force Management, Sales
Case studies
Microsoft Business Solutions Webcast: Microsoft CRM: An Advanced Look (Level 200)
Successful sales professionals know one of the keys to success is a consistent sales process. Without a well documented and well executed sales strategy it is a challenge to provide customers with a repeatable sales experience. Creating a powerful sales methodology is just the first step. The next steps are...
Tags: Webcast, Microsoft Corp., Microsoft CRM, CRM, Sales Strategy, Sales Force Management, Sales
Webcasts
Major Technology Provider Cuts Sales Cycle
Technology provider CDW supported its sales organization with a small intranet site that complicated the effort of sales professionals to find and use sales-related information - adding to the length and cost of the sales cycle. The company addressed this issue with an intranet sales portal based on Microsoft Office...
Tags: Sales Cycle, Sales Strategy, Sales Force Management, Sales
Case studies 2008-09-18
Create top 10 lists in Access with the Top Values combo box
Are you looking for a snapshot of the 10 best performers in your sales department for the last quarter? Then check out how easy it is to create top 10 lists in Microsoft Access with the Top Values combo box. Have you ever wanted to compile a ranked list...
Tags: Microsoft Access, Microsoft Office, Databases, Mary Ann Richardson, Sales strategy, Top Values, combo box, Microsoft Office Suite Access Tips Newsletter, Box, TechRepublic Inc., Sales Force Management, Sales, Office Suites, Software, Enterprise Software, Data Management
Technical articles 2005-08-16
Change Excel 2007 spreadsheets to tables for easier data analysis
Excel 2007's Format As Table feature can make columns of data easy to read, while providing a set of tools that you can use to perform basic data analysis with a few mouse clicks. For example, say you have collected unit sales for 100 products sold during the last quarter....
Tags: Data Analysis, Column, Sales, Microsoft Excel, Spreadsheet, Microsoft Excel 2007, Cell, Mary Ann Richardson
Blog posts 2007-08-07
Find the top 10 values in an Excel range without sorting
When you want to total the amount of sales from your top 10 performers, you usually would have to sort the data first, then use the SUM function to add up the first 10 values in the sorted range. With Excel's Array function, you can get the same results in...
Tags: Microsoft Excel, Microsoft Office, Mary Ann Richardson, Sales strategy, performer, sales, Microsoft Office Suite Excel Tips Newsletter, Range, Sales Force Management, Office Suites, Software
Technical articles 2006-03-21
Sales Analytics: Driving greater Sales Effectiveness and Greater Results
Learn how to get more from your Sales Force Automation SFA system in this white paper from Siebel Systems. Find out how enhancing your system with analytics can help you go beyond standard sales reports to understand in real time the forces affecting sales outcomes.
Tags: Siebel Systems Inc., Sales Strategy, Sales Force Management, Sales
White papers 2006-04-19
Replicate Sales Success: Clone Your Star Salespeople
If you could clone your top sales rep, would you? Find out how, in this short brief from Oracle that outlines the surefire steps and tools to achieve measurable increases in revenue per sales rep. By standardizing and managing your sales process you will enable your company to boost...
Tags: sales representative, Oracle Corp., revenue, sales, tool
White papers 2006-09-01
Replicating Sales Success: Clone Your Star Salespeople
If you could clone your top sales rep, would you? Find out how, in this short brief from Oracle that outlines the surefire steps and tools to achieve measurable increases in revenue per sales rep. By standardizing and managing your sales process you will enable your company to boost...
Tags: Oracle Corp., Sales Strategy, Sales Force Management, Sales
White papers 2006-09-01
Sales Force Automation Solution for a eCRM Solutions Provider
The client is a leading eCRM solutions provider based out of USA. The NIIT Technologies' Mobile Centre of competence created a wireless roadmap and architecture to extend a Sales Force Automation eCRM product for access from mobile devices and PDAs. As sales representatives are expected to be mobile, they may...
Tags: Mobile, Sales Force, eCRM, Client, SFA, NIIT Technologies, Sales Force Automation (SFA), Sales Strategy, Customer Relationship Management (CRM), Sales Force Management, Enterprise Software, Advertising & Promotion, Software, Sales, Marketing
Case studies
CRM On Demand Best Practice: Delivering Actionable Insight Into Sales
Sales analytics allows users to proactively and continually improve their performance by providing every member of the sales organization with the information and insight they need to identify sales opportunities and challenges, diagnose causes, and develop targeted action plans to improve results. Learn how to dramatically transform your sales organization!
Tags: Sales, Sales Analytic, Sales Force Management, Sales Strategy, CRM, Sales Organization, Best Practice
White papers 2007-01-01
CRM On Demand Best Practice - Delivering Actionable Insight Into Sales
Sales analytics allows users to proactively and continually improve their performance by providing every member of the sales organization with the information and insight they need to identify sales opportunities and challenges, diagnose causes, and develop targeted action plans to improve results. Learn how to dramatically transform your sales organization
Tags: Best Practice, Sales Organization, CRM, Sales Analytic, Sales Strategy, Sales Force Management, Sales
White papers 2007-01-01
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