application for keeping track of sales information based on date

C

ChuckW

Hi,

I have been asked to create an application that sales reps would use in
order to record things such as the number of phone cales made, the number of
appointments received, the number of accounts opened etc. There are 10
things in all and all are numeric values. I already have an existing access
application in which each reps has their own page that gives them various
reports. What I need to do is to create an interface that allows the repors
to record this information. They would have some type of input form that
would allow them to add figures for the week. I am trying to think what the
best way is to create this interface. They may also need to go back a week
or two and modify figures they have already plugged in. I would then
summarize and give averages of their figures to a sales manager. Can someone
help with a form that could interface with this?

Thanks,
 
J

John Vinson

Hi,

I have been asked to create an application that sales reps would use in
order to record things such as the number of phone cales made, the number of
appointments received, the number of accounts opened etc. There are 10
things in all and all are numeric values. I already have an existing access
application in which each reps has their own page that gives them various
reports. What I need to do is to create an interface that allows the repors
to record this information. They would have some type of input form that
would allow them to add figures for the week. I am trying to think what the
best way is to create this interface. They may also need to go back a week
or two and modify figures they have already plugged in. I would then
summarize and give averages of their figures to a sales manager. Can someone
help with a form that could interface with this?

Thanks,
Click to expand...

Well... the first thing to bear in mind is that Forms and Reports
don't contain data. You can't plug data into "a report" or "a form";
you store data in a Table, using a Form as a tool to do so, and report
it using a Report, again drawing data from the Table.

So you'll need a table to store this information. The most rigorous
way to do so would be to have a table of Calls with each phone call
recorded, another table of Appointments, another of Accounts and so
on; you could count the number of records in each of these tables
(over the span of a day, a week, a year or whatever) using a Totals
query and report that.

If the salespeople are recording just raw counts, you could have a
table with fields for that information. I'd suggest you might want to
use two tables: one for the types of information being tracked (with
records such as "Phone Call", "Prospect", "Sale", "Appointment") and a
second table of counts. It would have the sales person's unique ID, a
start and end date (which could be defaulted to the past week), a Type
field linked to the types table, and a count. The user could then
simply pick their ID from a combo box, pick the item type, and type in
the number of calls or whatever.

John W. Vinson[MVP]
 
C

ChuckW

John,

I guess I didn't provide enough info to you. I actually know all about
tables and queries and how they relate to reports. I am trying to create an
interface that allows people to enter their data. I have built an imput for
that has them put their figures in every day and use the navigation buttons
but was wondering how to do it a week at a time. In other words, rather than
trying to have one column on the form which represents a day I wanted to have
five columns in my form that represent the week that we are currently on.
Any thoughts on how to build the input form in this way?

Thanks,
 
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