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Monthly report (Microsoft spread sheet)

Posted:
Wed Aug 20, 2014 2:40 am
by bobdavis2010
Hay guys, I'm looking for a format to put in all my monthly info in to a Microsoft spread sheet for my general manager she is a tough one, right know in our monthly meetings I usually put together our level of service, obsolescence, non stk percentage, gross profit percentages ( wholesale, backcounter,warranty,etc) if anybody has something set up I would love to get a new format for this. Let me know thanks
Re: Monthly report (Microsoft spread sheet)

Posted:
Wed Aug 27, 2014 11:12 pm
by NissanWill
I will try to upload what I use tomorrow for you as I have it at my work computer. It is from a class I went to in Orlando. Forget who the speaker was but I have seen His discs on this site for sale I think.
Great stuff! When I started doing this out of the blue after the training He held, I blew my GM away. One sheet of paper will give Him more info that He will be able to use. You will have to have access to your General Ledger though to fill some of it out, and at the very least have your Controller print you out your specific pages.
Re: Monthly report (Microsoft spread sheet)

Posted:
Thu Aug 28, 2014 2:00 am
by Mike Nicholes
You can download a checklist and a spread sheet formatted to match the checklist from
www.partsconsulting.com; go to the downloads and download the checklist and key to the checklist and the monthly trend analysis. You may want to make some additions or subtractions as your own need dictates. the forms are not copyrighted and available to anyone who wants them.
Mike Nicholes
Re: Monthly report (Microsoft spread sheet)

Posted:
Thu Aug 28, 2014 3:20 am
by johnmc98
Just went and looked at these downloads and then downloaded for further perusal in the AM. Thank you, Mike.
Re: Monthly report (Microsoft spread sheet)

Posted:
Fri Aug 29, 2014 3:37 am
by bobdavis2010
Thanks, greatly appreciated