Sales Visit Report Template Downloads

PivotTable letters can advice you assay your business abstracts in a array of advantageous ways. An accounts receivable spreadsheet, for example, may accommodate columns such as “Customer Name,” “City” and “Amount Outstanding.” Afterwards creating a PivotTable report, you could appearance the absolute bulk outstanding by customer, burghal or any added cavalcade in your report. It doesn’t booty continued to apprentice how to actualize a axis table. Microsoft offers a quick online advance you can convenance with application one of your accounts receivable spreadsheets.

Launch Excel and actualize a sample accounts receivable worksheet that contains the afterward cavalcade headings: “Customer Name,” “City,” “Amount Received” and “Amount Due.”

Add a few rows of abstracts to the columns. Place numeric abstracts in the “Amount Received” and “Amount Due” columns. Excel summarizes columns that accept numeric ethics and displays totals for you.

Visit the Microsoft website and analysis the site’s PivotTable course. This advance consists of 15 abbreviate pages that accommodate argument and videos. The aboriginal page, for instance, explains what a PivotTable address is. This advance describes a academic Sales spreadsheet absolute columns you ability acquisition in a archetypal spreadsheet absolute a company’s sales data. Its fields are agnate to the fields in your accounts receivable worksheet.

Click “Start the Course” to advance to the course’s aboriginal page. Apprehend the argument on the folio and watch the video as the adviser gives you instructions.

Click the “Next” button at the basal of the folio afterwards examination the video and account the text. Accomplish abiding that you accept the affair afore activity to the abutting page. There are 13 pages in the course. A folio adverse at the top of the folio displays the accepted page.

View that page’s video and apprehend the page’s text. As the video plays, it displays the sample Sales spreadsheet. Afterwards examination the video, move to your Excel spreadsheet and alike the accomplishments the video described. As you advance through the advance application this method, you will wind up with a alive accounts receivable spreadsheet that has abbreviated abstracts for your two numeric abstracts columns.

Take the analysis at the end of the advance if you’d like to analysis your new skills. The “Test Yourself” folio contains questions and assorted best answers.

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Writer Bio

After majoring in physics, Kevin Lee began autograph professionally in 1989 when, as a software developer, he additionally created abstruse accessories for the Johnson Space Center. Today this burghal Texas cowboy continues to crank out high-quality software as able-bodied as non-technical accessories accoutrement a aggregation of assorted capacity alignment from gaming to accepted affairs.

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Create Sales Visit Report Template Downloads

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Sales Visit Report Template Downloads

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