Originally Posted by jwk1257
Hey Jerard, this is a great tool! I have been looking and wondering how I could do this....But there are some questions I need you to answer.....you said you had upgraded so we could put in annual rates, and also clik on the right to edit companies, I can't seem to find that or maybe I just don't know how....
There's two things that need to be done to set it up for use.
1) Look to the right to see the area that have my company names, the annual POLICY FEE and the advance you have with each company. Change those to match your own criteria.
2) Now make the following changes:
1) Hover over column "D". You'll see a pop up yellow comment. Right click to edit that comment. Make sure it matches the order you listed your companies on the right side.
2) Next you need to edit the companies under column "P". Instructions for this is on my 1st post on how to edit dropdown menus.
NOW (important). The easiest way would be to copy the text from the "Source" area and paste it to the other sheets (Unlock each sheet first). One thing to note is that changes you make to one sheet (Q1 for example) DO NOT change in the other sheets. I learned that the hard way. Copy and Paste is your friend.
Things to remember:
- Column "H" is the annual premium from your sale less the policy fee that is NON-COMMISIONABLE. Most companies will pay you a commission on the policy fee but some do not.
- Column "M" is the amount the company still owes you. If they pay you a 75% advance then this is the 25% that is still owed to you. Assuming no chargeback, of course.
- Any cell that has a red corner contains an informative note. Maybe I'll add some more of these in the next few days.
- If you are using OpenOffice instead of MS Excel then download the file in post #20. I've found out that you can't see the hidden tabs if using OO (thanks goes to blue_wynd for help with that).
If any more help is needed I'll be around...except for tomorrow, I'll be off watching the Bucs lose their last game. Damn...I miss football already.