Brandon Cook Final Project

In response to an ad I posted on Craigslist I received a call from a partner at an investment consulting firm who requested that I build a spreadsheet for their weekly reporting process. They already had a spreadsheet in use but they wanted it simplified and consolidated for all 3 of their reporting branches. This investment consulting firm sells consulting services to clients and tracks the number of leads, closed sales, and revenue generated by each client in each office. The partner asked that I create a way to summarize the results based on each consultant (employee), and corresponding charts showing the results. He also asked that the charts and tables be able to automatically update based on branch, fiscal quarter, and week of the quarter if desired. They also wanted to be able to summarize the results based on the partner that handled the transaction and have a sheet that calculated the bonus due to each consultant based on the number of closed sales and a sheet where daily transactions are added or updated.

http://files.gove.net/shares/files/12w/bcook6/Final_Project_Write-Up_3.pdf

http://files.gove.net/shares/files/12w/bcook6/Final_Project.xlsm