Henderson Sales Report
By Jason Kruger
Business Description
The Sales Representatives at Henderson, a regional truck and auto part
retailer, are required to submit a Monthly Sales Report. These reports are all turned in to the Sales
Manager and VP of Sales. The Sales
Representatives are to report on who they visited or called, what they talked
about, and highlight anything that they feel needs to be brought up to the
Sales Manager or VP of Sales.
Business Issue
Because Henderson is a smaller regional company, the owners have not
invested in a lot of technology. This
leaves a lot of functions to be done with paper and pencil. The Monthly Sales Report is one of these
functions. To fill out these reports
takes close to 20 hours to fill out correctly.
This is a lot of time, especially to a sales representative who is paid
on commission. The more time they take
to fill out these reports, the less time the sales representatives have at
visiting customers.
Solution
To help the sales representatives spend less time writing their reports,
I decided to create a way so the sales representatives could fill the reports
out on a computer in order to save time.
I did this by creating a form in excel that they can use to put in their
information for the month. This form allows
them to quickly fill in their report by using dropdown menus, list boxes, and
check boxes to fill in a majority of their information. They only need to type in one or two bits of
information to create one line in their report.
Most of the sales representative that would use this form would not have
a lot of technical knowledge so I created the workbook so everything could be
down in the form. Also the only option
in the ribbon they have access to, is a button that will bring up the
form. Also in the form I have automated
the formatting and printing of the report all in one button. After they are done inserting their
information then they click the print button and select their printer and
print.
By using this form the sales representatives at Henderson can save time
filling out reports and more time taking care of customers.
No comments:
Post a Comment