Best way to record sales figs

Safe Skies · #1 (**Link to this post**) 10-01-12

Hi all

Just wondered what you all use to record and review your sales figs?

I have all the data in excel but would like to be able to review it year on year and month on month.

Any advice on what you use would be great.

G

NickHumphries · #2 (**Link to this post**) 11-01-12

Quote:

Originally Posted by Safe Skies

Hi all

Just wondered what you all use to record and review your sales figs?

I have all the data in excel but would like to be able to review it year on year and month on month.

Any advice on what you use would be great.

G

I would like to know aswell. I know of Quickbooks and Quicken, but hearing other soloists thoughts would be great!

Nick.

Couple It · #3 (**Link to this post**) 11-01-12

If you're happy with Excel, can't you add total columns on the spreadsheet, side by side, to compare month to month, year to year?

Wendy

who is not an excel wiz

NickHumphries · #4 (**Link to this post**) 23-01-12

Anymore suggestions on this

?

t-shirt fan · #5 (**Link to this post**) 23-01-12

If you are happy with Excel at the daily level, you can wrap days up to monthly and yearly totals using SUMIF function. It's pretty easy to work out.

Allied · #6 (**Link to this post**) 24-01-12

I find making charts in excel is easy for comparing one year to the next.

Just select the date range and fields for e.g. sales, referral rates etc.

If you total your sales figures monthly - its easy to pick up the monthly totals for the charts.

I use them for types of quick comparisons e.g. referral rates, comparing sales figures by the month, one year to another to see quiet and busy patterns etc.

Charts are a visual reprentation of your business progress. If you do them at regular intervals you can easily keep track of how your business is going.

Khalid Adam · #7 (**Link to this post**) 24-01-12

use pivot charts and pivot tables.

victorng · #8 (**Link to this post**) 24-01-12

Quote:

Originally Posted by Khalid Adam

use pivot charts and pivot tables.

Learning how to use pivot tables changed my life ... ok that sounded a bit sad, but they are a very powerful way to manipulate data for reporting.

AGMBris · #9 (**Link to this post**) 24-01-12

hi

yes i would agree pivot is a good way to go, otherwise maybe look online for a software you can upload the data into.

I know of a couple of accounting softwares like SAASU but you may not need an accounting package per se?

Good luck

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Best way to record sales figs