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Next year's sales call, from the ERP

Booked dollars by program, style, region and month, built straight from order lines. Same tabs and layout the team already used.

Replaced: days of exporting, sorting and retyping before every call.

Live demoEvery name and number here is invented

Retailer A: Kids

$5,140,204 booked
Style #DescriptionRegionJanFebMarAprMayJunJulAugSepOctNovDecTotal
DM-2715Kids' Rain JacketUS335,990256,085301,618270,518228,854196,565250,430270,370308,016273,941339,710288,9703,321,067
DM-2715Kids' Rain JacketOnline101,48295,82783,03079,90678,56663,53876,93082,73381,98979,013101,92898,6541,023,596
DM-2722Kids' Fleece SetUS55,64228,48334,886123,869138,662168,139162,39883,462795,541
TOTAL493,114380,395384,648350,424307,420260,103362,246476,972528,667521,093604,036471,0865,140,204

© 2026 Tyler Schwartz. All rights reserved.

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Demo: Sales Call Workbook | Tyler Schwartz