Hi everyone,
I have a list of activities that are grouped per quarter. Each activity has a vendor and an activity code. Tracking ESTIMATED Revenue, ESTIMATED Expenses, ESTIMATED Profit (EST REV - EST EXP).
Then in Monthly columns (JAN to DEC) I enter the actual Revenue that i did. Goal is to be able to filter by vendor and quarter to see what actual profit i made.
So request is to be able to select vendor and quarter and have certain columns calculate on their own.
here is a sample
I have a list of activities that are grouped per quarter. Each activity has a vendor and an activity code. Tracking ESTIMATED Revenue, ESTIMATED Expenses, ESTIMATED Profit (EST REV - EST EXP).
Then in Monthly columns (JAN to DEC) I enter the actual Revenue that i did. Goal is to be able to filter by vendor and quarter to see what actual profit i made.
So request is to be able to select vendor and quarter and have certain columns calculate on their own.
here is a sample
Vendor | Quarter | WBS# | PA# | Activity | ESTIMATED Revenue | ESTIMATED Expense | ESTIMATED Profit | Month billing | JAN | FEB | MAR | APR | MAY | JUN | |
COMPANY ABC | Q1 | M-123456 | 123456 | National Sales Conference | $ 3,000 | $ 1,000 | $ 2,000 | March | $ - | $ - | $ 3,000.00 | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | BLA BLA | $ 4,000 | $ - | $ 4,000 | March | $ - | $ - | $ - | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | BLA BLA BLA | $ 10,000 | $ - | $ 10,000 | March | $ - | $ - | $ - | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | BLA BLA BLA BLA | $ 5,000 | $ 3,000 | $ 2,000 | March | $ - | $ - | $ - | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | YO | $ 7,000 | $ - | $ 7,000 | March | $ - | $ - | $ 5,000.00 | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | YO YO | $ 7,000 | $ 2,000 | $ 5,000 | March | $ - | $ - | $ 8,000.00 | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | YO BLA | $ 25,000 | $ 10,000 | $ 15,000 | March | $ - | $ - | $ 16,000.00 | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | Demo Units | $ 3,500 | $ 2,000 | $ 1,500 | March | $ - | $ - | $ 1,000.00 | ||||
COMPANY ABC | Q1 | M-123456 | 123456 | Store Giveaway | $ 3,000 | $ 1,000 | $ 2,000 | March | $ - | $ - | $ - | ||||
COMPANY ABC | Q1 | SubTotal | $ 67,500 | $ 19,000 | 48,500 | ACTUAL PROFIT | $ - | $ - | $ 33,000 | ||||||
COMPANY ABC | Q1 | TARGET PROFIT | $ 48,500 | ||||||||||||
COMPANY ABC | Q1 | DELTA PROFIT | $ - | $ - | -$ 15,500 | ||||||||||
COMPANY ABC | Q2 | M-123456 | 123456 | SOMETHING | $ 4,000 | $ - | $ 4,000 | June | $ - | $ - | $ 25,000 | ||||
COMPANY ABC | Q2 | M-123456 | 123456 | SOMETHING NEW | $ 15,000 | $ 5,000 | $ 10,000 | June | $ - | $ - | $ 10,000 | ||||
COMPANY ABC | Q2 | M-123456 | 123456 | SOMETHING OLD | $ 7,000 | $ - | $ 7,000 | June | $ - | $ - | $ 7,000 | ||||
COMPANY ABC | Q2 | M-123456 | 123456 | BLA BLA | $ 10,000 | $ 10,000 | June | $ - | $ - | $ - | |||||
COMPANY ABC | Q2 | M-123456 | 123456 | BLA BLA BLA | $ 10,000 | $ 10,000 | June | $ - | $ - | $ - | |||||
COMPANY ABC | Q2 | M-123456 | 123456 | YO BLA | $ 1,000 | $ 700 | $ 300 | June | $ - | $ - | $ - | ||||
COMPANY ABC | Q2 | M-123456 | 123456 | Demo Units | $ 2,000 | $ 400 | $ 1,600 | June | $ - | $ - | $ 1,000 | ||||
COMPANY ABC | Q2 | M-123456 | 123456 | Store Giveaway | $ 40,000 | $ 33,600 | $ 6,400 | June | $ - | $ - | $ 6,000 | ||||
COMPANY ABC | Q2 | M-123456 | 123456 | National Sales Conference | $ 20,000 | $ 12,000 | $ 8,000 | June | $ - | $ - | $ 83,000 | ||||
COMPANY ABC | Q2 | SubTotal | $109,000 | $51,700 | $57,300 | ACTUAL PROFIT | $ - | $ - | $ 132,000 | ||||||
COMPANY ABC | Q2 | TARGET PROFIT | $ 35,000 | $ 20,000 | $ 85,000 | ||||||||||
COMPANY ABC | Q2 | DELTA PROFIT | -$ 35,000 | -$ 20,000 | $ 47,000 | ||||||||||