The Sales Excel Template from Besttemplates.com is a fully automated solution that uses VBA to streamline your sales data management. With automated forms and dropdowns powered by VBA, this template allows businesses to effortlessly add and manage customer, product, and sales representative data, ensuring all relevant information is updated and reflected across multiple sheets. Track monthly sales, monitor top performers, and view real-time sales data in just a few clicks.
Key Features:
- Customer Summary Sheet: Use the provided input space to add customer names. Once you click the VBA-powered “Add” button, the customer will automatically appear in the table. The Total Purchases, Total Amount Spent, and Last Purchase Date fields are automatically updated as more data is entered.
- Sales Rep Performance Sheet: Similarly, add sales rep names through the input space, and with a single click of the VBA-powered “Add” button, the new sales rep will be listed in the table. Their Total Sales, Total Orders, and Average Order Value will be calculated automatically.
- Product Summary Sheet: Add product names through the provided input space. Click the “Add” button, and the product will appear in the table. The Total Sales, Units Sold, and Average Price fields are automatically populated based on the data entered.
- Sales Log Sheet: Click the Sales Form button, and a VBA-powered form will pop up. Use dropdowns to select the Sales Rep, Customer Name, and Product. Once you’ve filled out all necessary fields and clicked “Submit,” the data will automatically display in the table, providing a comprehensive overview of total sales.
- Monthly Summary Sheet: Choose a year from the dropdown to view monthly sales, orders, and trends. This sheet also provides an overview of total sales, orders, and charts to visualize sales trends and find the top-performing sales rep of the month.
The Sales Excel Template from Besttemplates.com uses advanced VBA automation, allowing you to input data seamlessly and track sales metrics effortlessly. It’s perfect for any business looking to gain insights into their sales performance with minimal effort.
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