Free Workbook goes to Dan at EJP

The free workbook offered a couple of weeks goes to Dan at EJP.  His suggestion was for a Sales Backlog workbook.  

Here's the main worksheet.  The drop down box allows the user to select ALL, a Region or a Branch.  The MS Query executes when the selection is changed and the refreshed data is displayed.  

The table in the upper right of the worksheet displays a summary of Count and Amount  by Transaction type.

The "Branch Detail" button will display a summary by Branch by Order Status as below.  The Radio Buttons on the popup allow the User to select Branch summary by Count or Amount.

The User can select a cell containing a Customer Number and click the "Cust Detail" button to display the following worksheet.  

This worksheet displays all Open Orders for the selected Customer, the Customer Name and if over Credit Limit the warning box showing the amount by which the account is over the limit.

Clicking the "Cust Info" will display the current Account Aged Balance, Type of Account, Salesperson to which the Account is assigned and the Credit Limit.

Thanks Dan for a great suggestion.