Updating the Combined CSC Customer KPI Tracking

Owned by Sam Bain (Unlicensed)
Jun 09, 2020
1 min read

  1. Open Combined CSC Customer KPI tracking

  2. Remove all of the contents from the Raw, but keeping rows 1 and 2

  3. Open each CSC KPI tracker and check for errors quickly by eye, remove any gaps in the data, any obvious typos etc.

  4. Then paste then trackers raw data from each one as values only into the combined CSC tracker. Save

  5. Go into the Monthly Reporting folder and duplicate the 3 existing items

    1. CSC

    2. Report

    3. Revenue

  6. Rename the copies the relevant month and year, followed by archiving the previous months report.

  7. Open up the Revenue report, remove all of the contents below row 1 from the DATA sheet

  8. Copy and paste the contents from the combined CSC KPI tracking to the DATA sheet.

  9. Use the data tab to Refresh all

  10. Open up the Report document and again paste the combined data into the DATA sheet after removing the previous content.

  11. Use the data tab to Refresh all

  12. Open the CSC power point and use the data you have updated to refresh the stats. I tend to paste the graphs are PNGs.

  13.