Clueless: Creating a "Score card" to track how many research harboring calls are made

J

Jbrashars

Ok, so I’ve got this (write protected, so a linked workbook would b
better) excel workbook from work of car dealerships we call, whic
lists the following information:

Who did the call (Myself, Nancy, Karissa, or Marie, occasionall
Leslie)
What Make
What Model
Dealership Name
Dealership Contact
Contact phone number
Price Quoted

I want the gist of the formula to read:

For every make/model:
If there is a dealership name present (That does not read “N
Participating Dlr”,”N/D” or a blank (null) then count that row as a “1
to be totaled with all other make/model combos later, displayed by wh
shopped them.

Example (row 1)
I called Brown Honda (col 1) for an s2000 (col 2), josh is the contac
(col 3), 555-555-5555 (col 4), and the $200 over invoice they quoted m
on the car. If I have all of this information (most importantly th
dealer and price) then I want that to count as a point. This way we ca
track how many points each employee has gathered, despite a
inconsistency in the order the employees shop the cars. Sort of like
score card that updates as new data is being entered. Rows 2-13 wil
have more dealerships shopped by the same person, same make, sam
model. If the Dealership is not present, or says “N/D” or “N
Participating Dlr” then it would be a 0. I’d like an external workshee
that, when opened, automatically links to the spreadsheet in question
refresh the information, and then display a tally by name of who go
the most calls that month or that city.

Does this make sense? Please don’t spam, this is my work e-mail :)
Jbrashars @ costcoNOSPAMauto.com
Joshu
 
J

jeff

Hi,

Never saw the file, but would a pivot table work?
It can organize your categories and doing a count
is the same as using a point system.

jeff
 
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