Dinesh Divekar
Business Mentor, Consultant And Trainer

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if the data is in excel sheet how one can do the analysis (performance) of many of the companies i.e data has 100 customers in which we have to find the status of the customer whether he is a regular customer, quarter customer or yearly. No Graphs are required. any formula
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Dear Khushbu,

Instead of MS Excel, if you use MS Access, the data can be analysed easily. Secondly, your company should start using some CRM software like ACT Sage. These softwares have integration with MS Outlook or Outlook Express as well.

Coming to solution to your query, analyse the data in the following manner:

a) No of visits by the customers per month
b) No of purchases made by the customers per month
c) Customers make what type of purchases - MIS based on product
d) MIS based on geographical spread of your customers
e) MIS based on the type of customers - individual, corporate, family etc

To find out a particular customer is a regular customer, quarterly customer or yearly customer, you can issue the cards to the customers. All the purchases made by the customers can be registered under this customer ID No. This will solve your query.

By the way, I am into soft skills, behavioural and management training. Your query pertains to my subject module "Monitoring Employee and Business Performance". This training module is quite important for the senior management personnel.

To make you aware of my training activities, I have attached my Training e-Brochure to this post. You may recommend training of your senior managers on the subject module mentioned above.


Dinesh V Divekar
Management & Behavioural Training Consultant

Limit of your words is limit of your world

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File Type: doc Management and Behavioural Training e-Brochure (Revised).doc (141.0 KB, 77 views)
File Type: doc Training e-Brochure for Senior Management.doc (48.5 KB, 63 views)

please help which kind MIS reports of retail sector. Regarding sales and stock against replenishment.
Please help with any format.
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