Saved to tisP Assignment: Excel and Decision Making - Enterprise Sales Support With a tew basic Fxcel skills, we can duplicate Christina's ettarts. Overview Create some tools in Excel tor analyzing a sales problem. This exercise introduces the tollowing spreadsheet concepts: 1) conditional formatting, 2) logic operations, and 3) pivot tables. Estimated time to complete: About 90 minutes. What you'll need Download the data.xlsx spreadsheet included with this assignment. Save as yourname.xisx. What to submit Submit your completed yournome.xisx to Canvas. Assignenl Christina worksas an independent agent for Farmers Insurance in llinois. As an independent agent she manages her own office and earns her income entirely from policy sales. Farmers Insurance sup- ports Christina's efforts with traing and aucess to a Web based suite of applications that helps her manage her business. This company network includes contact, customer, and policy management systems, as wel as corporate communications. The system also includes a "feedback" feature agents may use to repart software problems nr make suggestions regarding future software enhancements. Christin enjuys working with people to help them solve their problems. However, to meet these people, Christina needs leads. She purchases leads from Farmers Isurce, Ne Quote (www.netquote. coml, and InsureMe (www.insureme.com), and she asks each client for three refer- rals at each meeting. She is a member of Business Networking International (www.bni.com), and she is an active member of the local chambers of commerce Although the software tools provided by Harmers Insurance allow Christina to track prospective cus tomers, they do not rmeasure informatiun quality. It is experisive to purchase or solitit lead infor mation, so Christina needs to know the best way to spend her tlme and money. She hopes Farmers will provide system updates to accommodate this need, but Christina has also developed her own data-quality evaluation tools using Microsoft Excel Sc eens 1-2 of Saved to tisP Assignment: Excel and Decision Making - Enterprise Sales Support With a tew basic Fxcel skills, we can duplicate Christina's ettarts. Overview Create some tools in Excel tor analyzing a sales problem. This exercise introduces the tollowing spreadsheet concepts: 1) conditional formatting, 2) logic operations, and 3) pivot tables. Estimated time to complete: About 90 minutes. What you'll need Download the data.xlsx spreadsheet included with this assignment. Save as yourname.xisx. What to submit Submit your completed yournome.xisx to Canvas. Assignenl Christina worksas an independent agent for Farmers Insurance in llinois. As an independent agent she manages her own office and earns her income entirely from policy sales. Farmers Insurance sup- ports Christina's efforts with traing and aucess to a Web based suite of applications that helps her manage her business. This company network includes contact, customer, and policy management systems, as wel as corporate communications. The system also includes a "feedback" feature agents may use to repart software problems nr make suggestions regarding future software enhancements. Christin enjuys working with people to help them solve their problems. However, to meet these people, Christina needs leads. She purchases leads from Farmers Isurce, Ne Quote (www.netquote. coml, and InsureMe (www.insureme.com), and she asks each client for three refer- rals at each meeting. She is a member of Business Networking International (www.bni.com), and she is an active member of the local chambers of commerce Although the software tools provided by Harmers Insurance allow Christina to track prospective cus tomers, they do not rmeasure informatiun quality. It is experisive to purchase or solitit lead infor mation, so Christina needs to know the best way to spend her tlme and money. She hopes Farmers will provide system updates to accommodate this need, but Christina has also developed her own data-quality evaluation tools using Microsoft Excel Sc eens 1-2 of
