← All three tools

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 C: Seasonal

$6,016,021 booked
Style #DescriptionRegionJanFebMarAprMayJunJulAugSepOctNovDecTotal
DM-2601Men's Woven ShortUS61,690201,917332,899321,926245,894165,62947,5201,377,475
DM-2601Men's Woven ShortCanada15,03443,97856,16066,44251,49436,11510,973280,196
DM-2608Men's Swim TrunkUS67,972184,765236,905323,932262,975142,10550,6231,269,277
DM-3502Women's Quilted VestUS111,79265,60683,069201,062300,614323,789324,768176,0931,586,793
DM-3503Women's Puffer JacketUS119,80848,20466,222240,084263,016351,936247,338165,6721,502,280
TOTAL231,600258,506430,660625,964712,300560,363493,140550,262563,630675,725572,106341,7656,016,021

© 2026 Tyler Schwartz. All rights reserved.

Home →
Demo: Sales Call Workbook | Tyler Schwartz