Data entry options for a table

Occasional Contributor

First, Happy New Year!   Hoping to get some process ideas from the community. 

Let's say I have a table of data for a sales division with sales people as rows and accounts as columns. The cells show sales totals for the past year. 


I want to circulate these tables to managers and seek their input on how sales people are performing against accounts. Ideally I'd like for them to be able to click on a cell and provide feedback on several criteria (e.g. above plan/meets plan/below plan, Prospect name, need introduction? (Y/N), etc.) and for this feedback to be captured in a convenient way to summarise & analyse. 


What is the best approach to set something like this up? Ideas appreciated...


3 Replies


Here is a link with various ready-made Excel templates, maybe one of them could suit your project.

Sales report templates


Hope I was able to help you with this info.



I know I don't know anything (Socrates)

Thanks for the link, but I'm not looking for sales reporting templates. Only mentioned a sales team as an example...more about how to generate an input form against a table.



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Hope I was able to help you with this info.



I know I don't know anything (Socrates)