Liberty Security Sales Summarizer

 Liberty Security is a security sales and monitoring company that is based out of Edmonton, Alberta Canada. Nathan Baldry, one of the two owners, married my wife’s cousin 7 years ago. Before they were married he was my roommate for a year.

One of the secretaries at Liberty is in charge of creating a summary document of all the sales and cancellations that happened over the past month. She gets these numbers from their CRM system which outputs a csv file for sales and cancellations of the indicated period.

The purpose of this project is to automate the summarizing process so that what was once a 2 to 3 hour task can be accomplished in a matter of seconds. My project allows the user to select the appropriate csv files from their directory. It then proceeds to summarize the information and put into the desired types of tables that our find on the summary worksheet.

http://files.gove.net/shares/files/14w/bengtson/VBA_Project_Documentation_-_Jacob_Bengtson.pdf
http://files.gove.net/shares/files/14w/bengtson/Liberty_HOUSE_Data_Summarizer.xlsm
http://files.gove.net/shares/files/14w/bengtson/New_HOUSE_Sales.xlsx
http://files.gove.net/shares/files/14w/bengtson/Cancelled_HOUSE_Accounts.xlsx