Account Reporting Tracker
A shared tracker for account managers. Each update entered on the form is sent to the internal database, a master log file and a separate file for every customer, and it works on both Windows and Mac.
- Industry
- Food & Beverage Brokerage
- Deliverable
- Account Reporting Master.xlsm
- Built with
- Excel VBA, File automation
Before
Account updates were copied into a master log and customer files by hand.
After
One form entry updates the database, the master log and the customer file on Windows and Mac.
More like this
Related projects
Invoice Generator with Customer & Product Database
Wholesale Distribution
An invoicing system for a skincare wholesaler. Invoices are created from customer and product databases, saved, searched, reloaded and printed, and a best-selling report is updated…
View project
Baseball Roster & Lineup Generator
Sports
Creates fair fielding lineups for a youth baseball team. Positions are randomised inning by inning while the equalizer rules make sure every player sits, catches and…
View project
Economic Data Web Scraper
Finance / Research
Collects treasury yield curves, consumer price index series, personal consumption data and wage indices from public government websites straight into Excel, ready for analysis.
View project