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Create High Level Reports Using Excel Pivot Table to Show Trends and Results

Excel Pivot Table

Recently, our client called and said they had an emergency. They had to report to their Board of Directors in two days but could not make sense of 80,00 rows of sales data they had in Excel. They asked if we could help. As soon as we saw the data, we knew that Excel’s Pivot Table function provided the answer.

Many office professionals rely on Excel and know the basics very well, but Excel has many other features that can help save time and increase productivity. The problem is that we don’t know about them or, if we do, we do not know how to use them. One such feature is Pivot Tables. We would like to show you how to get started with Pivot Tables.

Needless to day, we took the data, built a Pivot Table and gave them their report in no time at all. They were thrilled and met their reporting deadline

Why Pivot Tables

It is one thing to summarize and analyze small amounts of data, but what happens when you have large amounts of data? This is where the Pivot Table feature comes into play. This tool helps you to organize and summarize selected columns and rows of data to create a desired report without changing the spreadsheet itself.

Steps to Create a Pivot Table

 

  1. Open your spreadsheet that you need to organizeExcel Pivot Table
  2. Select the cell where you would like to create the Pivot Table, we will select J1Excel Pivot Table
  3. Select the Insert tab from the toolbar and in the Tables group, click on Pivot Table.Excel Pivot Table
  4. When the Create PivotTable window appears, select the range of data and click OK. We selected A1 to G44.Excel Pivot Table
    You should see the following after you click OK:Excel Pivot Table
  5. Now choose the fields that you want to add the report. We selected Region and Rep from our example.Excel Pivot Table
  6. Finally, we want to rename “Row Labels” in J1 to “Region”Excel Pivot Table

 

There you go! By following these steps, you have created your first Pivot Table. If you want to make a separate report in spreadsheet, instead of selecting a cell on the same Sheet, you can create a new sheet, select a cell and go from there.

If your organization uses Excel for reports, we offer private group Excel training. Contact us for more details.

TOFU, MOFU, and BOFU Magnets

When you stack magnets, their power is exponential.

 

Stacking Magnets

 

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

 

Fractional CFO Service Company

 

  • TOFU – Cash-Flow Forecast Template for Founders.
  • MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
  • BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

 

. Residential HVAC / Plumbing Contractor

 

  • TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
  • MOFU – Educational videos on “What To Check Before Calling For Help. 
  • BOFU – Free home system inspection plus a discount on annual plans. 

 

Specialty Retailer or E-Commerce Shop

 

    • TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
    • MOFU – How-To Guides, Lookbooks, and Comparisons
  • BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

 

Getting it Done

 

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

 

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

 

    • TOFU – Risk and Readiness Checklist.
  • MOFU – Quarterly Webinars and Case Studies
  • BOFU – Business Circle Invitation

 

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

 

Apex Today

 

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

 

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

 

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

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