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
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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 Retail Profit was automatically generated... $403
You type the HLP Bonus of ........... $100
You type the 2000+ Bonus of ........ $300
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