Financial Advisor looking for help logging commissions into an detailed Excel spreadsheet that can be used to upload data to Zoho Reports.
Once data is entered, use Zoho Reports to build visual dashboard for company owner so he can view where the firm has been most successful.
Must be able to drill down into data based on;
* Year/ Month/ Quarter
* Sales Person
* Product Line
* Sub Product Line
Take data from two different commission statements and transfer them to the data entry sheet that can later be uploaded into the Zoho Reports tool for dashboard analysis.