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1 | README | Contact Schedule |  | |
2 | Presidio Vantage Information Systems | |||
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4 | To use this template: Save a Copy Clear all example data in LEDGER columns A:D Enter Reps and Vendors on the Lists tab. Delete this row (README row 4) | |||
5 | This workbook assigns Vendors to Sales Reps in a weekly rotation, covering every Vendor every week and shuffling Reps. A full "cycle" is the same number of weeks as there are Reps. | |||
6 | The "LEDGER" tab tracks calls made between Sales Reps and Vendors. | |||
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8 | CONTENTS: | |||
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10 | LEDGER | Rep:Vendor Call Ledger | ||
11 | Every call made is one row in this table. You *must* put something in the "Notes" column for the row to be counted. Make sure to put the correct date in the "Date" column. (It may be pre-populated with Mondays by default.) | |||
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13 | Schedule | 4-week Schedule by Week/Vendor | ||
14 | This tab shows the schedule starting at any given date/week. | |||
15 | Periodically, to add upcoming weeks to the "LEDGER" tab, the manager should copy the first three columns from the "Schedule" tab (Date, Vendor, Rep). When pasting, use CTRL+Shift+V to paste values without format. | |||
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17 | Lists | List of Sales Reps and Vendors | ||
18 | Sales Reps: | 4 | ||
19 | Vendors: | 7 | ||
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21 | LEGEND: | |||
22 | data | yellow cells are inputs | ||
23 | formula | blue cells are automatic calculations | ||
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25 | CONFIG: | do not change this unless you are certain you want to reshuffle the entire schedule. | ||
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36 | MIT LICENSE: | |||
37 | © 2024 Presidio Vantage LLC | |||
38 | Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: | |||
39 | The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. | |||
40 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. | |||
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