{"product_id":"field-sales-rep-os-excel-template","title":"Field Sales Rep OS Excel Template | Customers, Visits, Orders, Commission and Mileage","description":"\u003cp\u003eFor field sales reps who spend their days on the road. It keeps your customer book, visits, orders and commission in one workbook, with a dashboard that reads every tab live. Commission works out at your rate automatically, and mileage is logged at HMRC rates. Money in and expenses sit alongside, ready for the accountant.\u003c\/p\u003e\n\u003ch4\u003eWhat it covers\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eDashboard that reads every tab live\u003c\/li\u003e\n\u003cli\u003eCustomer book with patch and next visit due\u003c\/li\u003e\n\u003cli\u003eVisit log recording each call, outcome and order\u003c\/li\u003e\n\u003cli\u003eOrders and commission worked out at your rate\u003c\/li\u003e\n\u003cli\u003eMileage log at HMRC rates, 45p a mile for the first 10,000\u003c\/li\u003e\n\u003cli\u003eMoney in and expenses, categorised for the accountant\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eWho it is for\u003c\/h4\u003e\n\u003cp\u003eSuits field sales reps, area managers, trade reps, self employed agents and anyone selling on the road.\u003c\/p\u003e\n\u003ch4\u003eWhat is inside\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eEasy Setup, your lists in one place so every dropdown matches how you work\u003c\/li\u003e\n\u003cli\u003eHow To Use and Quick Start guides, from download to working in ten minutes\u003c\/li\u003e\n\u003cli\u003eDashboard\u003c\/li\u003e\n\u003cli\u003eCustomer Book\u003c\/li\u003e\n\u003cli\u003eVisit Log\u003c\/li\u003e\n\u003cli\u003eOrders and Commission\u003c\/li\u003e\n\u003cli\u003eMileage Log\u003c\/li\u003e\n\u003cli\u003eMoney In\u003c\/li\u003e\n\u003cli\u003eExpenses\u003c\/li\u003e\n\u003cli\u003eNotes and Actions, Log and Diary and Monthly Review tabs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eHow it works\u003c\/h4\u003e\n\u003cp\u003eOpen the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.\u003c\/p\u003e\n\u003ch4\u003eWhat you get\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eOne editable Excel (.xlsx) workbook with 12 tabs\u003c\/li\u003e\n\u003cli\u003eBuilt for Microsoft Excel, no macros and no formulas for you to write\u003c\/li\u003e\n\u003cli\u003eExample rows included so you can see every feature working\u003c\/li\u003e\n\u003cli\u003eCommercial licence, use in your own business, not for resale\u003c\/li\u003e\n\u003cli\u003eInstant digital download, no physical item shipped\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eSmall print\u003c\/h4\u003e\n\u003cp\u003eTemplate only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.\u003c\/p\u003e","brand":"SiteSums","offers":[{"title":"Default Title","offer_id":58622771134808,"sku":null,"price":25.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1005\/9166\/5496\/files\/field-sales-rep-os-excel-template-05-macbook-ipad.jpg?v=1790977747","url":"https:\/\/sitesums.co.uk\/products\/field-sales-rep-os-excel-template","provider":"SiteSums","version":"1.0","type":"link"}