More Planner / Tracker Functions

Scroll down to see how to select Promo PVC to track to 2000+ and Posted PVC to track to Qualify

Left Side = Customers

Right Side = Summary

Recorded Training  

for page will be posted

Click to Download

Sample Adv Planner / Tracker

Current Month Summary

Scroll to right when in Excel Tracker

2000+ ~ Promo PVC Example

Enter Customer Name, Date & Select Product from Drop Down

The $803.00 Total includes Retail Profit & TBB's

1 Normal View:                    1 Click to Display Only Promotional PVC

2 Show Qualifying Data:     2 Click to Display Promo & Posted PVC

3 Hide Promotional Data:   3 Click to Display Only Posted PVC

4 Show Qualifying Data      4 Click to Display Posted PVC & SC Data

Select Promo or Posted PVC

Track Promo to 2000+,  Track Posted PVC to Qualify Bus

Customer Qualify ~ Posted PVC Example

Once reach 2000+  ~  Click Hide Promo PVC to Display Posted PVC

6 Month Summary

Scroll to down on right -  Select Month from drop down

To Find PVC Menu

Scroll to right - It's under Column K next to Monthly Summary

Scroll down to see PVC Menu