Pivot tables are a perfect data summarization tool you can use for CRM reports.
Task: Compare yearly revenue data
Solution: Summarize revenues by Pivot Tables
Example:
Create 2 CRM invocie reports which include the revenue of 2015 and 2016. Make sure you that you include dates.
Date | Customer | Revenue |
01.02.2015 | Customer A | 10100 |
04.03.2015 | Customer A | 20200 |
16.04.2015 | Customer C | 5000 |
30.05.2015 | Customer | 80000 |
11.06.2015 | Customer C | 12000 |
13.06.2015 | Customer C | 3200 |
25.08.2015 | Customer B | 200 |
03.12.2015 | Customer A | 1030 |
Date | Customer | Revenue |
11.02.2016 | Customer B | 5100 |
14.03.2016 | Customer B | 200 |
12.05.2016 | Customer A | 6000 |
11.05.2016 | Customer A | 11000 |
17.06.2016 | Customer C | 17000 |
13.06.2016 | Customer C | 16200 |
25.09.2016 | Customer B | 200 |
07.11.2016 | Customer A | 2030 |
04.12.2016 | Customer A | 6000 |
06.12.2016 | Customer A | 4200 |
Put both reports into one table:
Date | Customer | Revenue |
01.02.2015 | Customer A | 10100 |
04.03.2015 | Customer A | 20200 |
16.04.2015 | Customer C | 5000 |
30.05.2015 | Customer B | 80000 |
11.06.2015 | Customer C | 12000 |
13.06.2015 | Customer C | 3200 |
25.08.2015 | Customer B | 200 |
03.12.2015 | Customer A | 1030 |
11.02.2016 | Customer B | 5100 |
14.03.2016 | Customer B | 200 |
12.05.2016 | Customer A | 6000 |
11.05.2016 | Customer A | 11000 |
17.06.2016 | Customer C | 17000 |
13.06.2016 | Customer C | 16200 |
25.09.2016 | Customer B | 200 |
07.11.2016 | Customer A | 2030 |
04.12.2016 | Customer A | 6000 |
06.12.2016 | Customer A | 4200 |
Follow the instructions you can find:
http://www.excel-easy.com/data-analysis/pivot-tables.html
or