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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 B: Private Label

$3,681,193 booked
Style #DescriptionRegionJanFebMarAprMayJunJulAugSepOctNovDecTotal
DM-2520Women's Rib Lounge SetUS206,918166,483144,893120,806121,430120,307126,298136,032136,781143,645157,872154,8771,736,342
DM-2533Women's Easy Pull-On TrouserUS52,198193,721257,821268,414193,502128,63849,9041,144,198
DM-3012Women's Linen ShirtUS36,288136,382173,779167,227158,55897,17131,248800,653
TOTAL206,918254,969474,996552,406557,071472,367352,107217,184136,781143,645157,872154,8773,681,193

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Demo: Sales Call Workbook | Tyler Schwartz