Introducing the Pipeline tracking tool for education

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hi welcome to the next tracker which is a pipeline tracker to files needed to be created one being the input file for our sales consultant and the other one being a consolidation file of all those inputs so I will be explaining both as we go let's start with the input file the first one was created this one is for each source consultant to have a file as they find a new client they would add a new deal putting the clients information in indicate which phase it's in and the percentage probability of it getting to the next phase other information as needed and then importantly what products have they sold in this deal to their client or busy trying to sell the quantity of it once they've imported this it wouldn't do the necessary qualifications and placing the next row all that information with the MSRP value once this is done this is something that the salesman donated obviously daily weekly maybe the consolidator wants a report every week so then the sales consultant willing to do this as explained save it doesn't matter what the name of the file is as long as the columns remain as is and then we can close that the consolidator will didn't have this on his computer his or hers and he will then fill only one opportunity indicate where are all these files stored so in this case we are consolidating the folders so click OK it can be changed every time so in this case once you've done it the first time it will remember that last destination just before we refresh we'll have a look and see what is in the consolidating folder right now we have the one we just had opened which was input file so I wasn't in the mood to type in a lot of products in that so obviously you'll see a lot of rows with the same name but the difference is the pricing so you have one to ten here and it's closed that and see the other file since James spade here we go the price is hundred to 937 100 so when the consolidator has put in orders into the necessary folder you will just click refresh it will then go into the folder and copy all that information to the below columns so you'll notice in this one it does not have all the columns it has in the input one only has the relevant information needed so there we go the first one we said was 1 to 10 that's the first file and there's the second file so if any of the information is questionable maybe three of them add to be one or instead of it had to be qualification the person will not change it here will actually go into the file itself so we'll go into James Spade and then we'll see kay let's have a look now let's in just to make it easy instead of changing any of the wording let's just change this to five thousand ten thousand three thousand and then save then let's change that let's leave that closed so we don't want to see another three rows error because those three change we just want those three things right thee to change so click refresh again and there you go one to ten prisons this is the the new three things 510 3000 and the other old one so in this way the person can always keep up to date and then that information is pulled through to say okay so you have 14 deals all being currently at the quote phase and then we also want to know how many of wait one and how many iron lead so right now there's not one year they c6 has been one and that's the value nothing has been lost the customers also requested the freezer phase due to the covert 19 crisis right now so I look forward to creating something similar for you if you like this obviously we can't use exact same structure but we can definitely change the theme and and put in other columns but I look forward to hearing from you thanks for watching