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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

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The $803.00 Total includes Retail Profit & TBB's

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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

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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

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Scroll down to see PVC Menu

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