Excel - Leverage My Entire Team's Reports Use Case

Unlock the efficiency of your team with real-time data analysis! In 'leverage my entire team's reports,' discover how to streamline report collection using Excel and Microsoft Teams. Learn to create collaborative tables, utilize display filters, and synthesize insights effortlessly. Transform the way you manage reporting and provide timely feedback with this powerful approach!

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Available in Microsoft365

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it's necessary to collect the reports from all team members at the end of each week,

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and analyze them to provide feedback to the management.

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There is a way to obtain these figures in real time,

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group them,

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and interpret them easily.

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By using Microsoft Teams in the team channel.

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You can create a new Excel workbook.

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Create different tables for the team members.

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They will have direct access to these tables from the team's channel

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and can fill in their own information each day.

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Leveraging Excel's display filters.

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You can filter on clients to recontact,

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providing salespeople with a direct view.

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To deepen data exploitation,

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use a pivot table to analyze and synthesize the time spent per client.

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The results will be updated as the team inputs data,

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and you simply need to refresh the pivot table to get the new data.

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Adding a tab in the channel ensures that team

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members and management can easily access this data.

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Thanks to collaborative tools,

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it is easy to collect information without

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intermediaries and immediately exploit the collected data.

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This process avoids potential data re-entry errors and allows

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management to access this data in real time.

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