Preparing for YoY review meetings in industry sales
Excel and doing things by hand is driving me nuts and I'm looking for either a sanity, or a reality check here.
Context: clients are distribution companies, yearly revenue per client is 6-7 figures. # of products range from 5 to 15, 2-3 SKUs per product.
Question - when preparing for yearly meetings with such clients, how do you pull, sort and work the data? Right now it's all manual invoice pulling and manually entering everything into excel, simple formulas to calculate growth and projections. Ah and of course the stock levels is pulled from emails and best case scenario some spreadsheets the clients deemed us worthy of sharing with. The amount of manual errors is stupid (or I am stupid, quite likely too I suppose).