Business problem: The revenue and the related costs are not clear for each job. The unit price, all the discounts and the actual price needs to be reported separately for the executives.
Solution: A data table was created with all the relevant fields and password protection for editing. All the calculated fields were added. Executive summary sheet with pivots and charts was created with password protection.
Benefit: All relevant information is available per job. Instant reporting with only the relevant information for the executives.
Prerequisites: Excel
Consult 365 