In this task, you will demonstrate your skills to utilise spreadsheet design software
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In this task, you will demonstrate your skills to utilise spreadsheet design software

Task 2: Prepare the Sales Report Template to Populate with Data 

In this task, you will demonstrate your skills to utilise spreadsheet design software functions which are required to develop the initial Sales Report Template to be populated with data in the tasks that follow. 

2.1 Develop the initial Template 

R 1. open a new worksheet and name the active sheet as The Sales Report 

R 2. design the Template in accordance to the Project Brief and Style Guide: 

create the data ranges to be populated with data 

insert the header and footer 

layout must accurately reflect the specifications in both documents. 

2.2 Establish cloud repository to name, save, and store the template 

R 1. implement a web-based cloud storage platform 

R 2. name, secure, version control, and save the template in accordance to the Style Guide R 3. grant access to your folder hierarchy to the Sales Manager (Assessor).

Appendix

Hint
Management"To prepare a sales report, you have to:1. Identify the purpose of your report.2. Know your audience. 3. Gather your data. 4. Make use of visuals. ... 5. Put the numbers into context. 6. Provide a summary. ... 7. Use a sales report template. 8. Automate sales reporting with a CRM."...

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