Mis Format For Tracking Lifeinsurance Business? - XLS Download

uniform

Can any one send me a mis format for tracking lifeinsurance business on monthly basis.

anil.arora

What kind of MIS format you want?
Well I have attached some for you...please find

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little.ele

Hi,
PFA MIS format for tracking life insurance business on monthly basis. Hope this is helpful.

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dhayamohan@gmail.com

Hi,
I am maintaining our receivables in an excel files and maintaining a column on the Payment-1,Payment-2 ..dates of payments (mm/dd/yy) Separately.
I use Pivot Table for reporting purposes. I am looking for a way to take the reports on Payment received MONTHLY. I tried many possibilities but I don't know how get the particular month-wise payment-1&2 received report. Can someone help.
Regards,
Mohanraj.D

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