Est. Budget: $500.00
My sales/estimating staff engages in various types of activity such as client visits, proposal submission (bid), budget development, and entertainment/marketing. They maintain a log of activity in an Excel spreadsheet and update the status of that activity periodically.
I am looking to summarize the activity and report on the success of that activity from excel potentially utilizing pivot tables or other lookup functions. I hit a wall trying to create a lookup formula to create the report. Also ...