Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Excel Category


Arrow-Tip #64 Housing Your SharePoint KPI Dashboard Data

In Arrow-Tip #61 Publishing KPI Metrics in Microsoft Excel we discussed compiling data in and Excel spreadsheet and then publishing the data on SharePoint from there.  In this post we will discuss the places on SharePoint we house data that feeds the Excel Spreadsheet.

First of all, we created a special document …


Arrow-Tip #63 Outlook Has a Journal?

Probably the least well know not to mention the most misunderstood folder in Outlook is the Journal folder.  My new twitter pal Veronica inspired me to put together this post on my top 5 favorite uses for the Outlook Journal folder.

#5 Tracking MS Office Document Time

Did you know that once …


How to Reference a Web Page in a SharePoint Web Part

If you are not quite up to coding SharePoint web parts to generate their own tables and charts, you might consider creating the table or chart in Excel, saving the Excel file on SharePoint and then referencing a published web page from the Excel file in your web part instead.  …


How to Create a Web Page from a Microsoft Excel 2007 Worksheet

If like me you are not an html wizard, you might find this little trick for creating web pages from Microsoft Office Excel useful.  Here is how:

First create your Microsoft Excel spreadsheet or chart and save it as a regular Excel worksheet.  Next from the MS Excel Office Button, select …


Arrow-Tip #61 Publishing KPI Metrics in Microsoft Excel

In Arrow-Tip #56 and #57 Creating Metrics to Illustrate KPIs Parts I and II, we discussed the metrics that my client Gulf Coast Welding (GCW) Corp. decided to track.  After some agonizing over where to house the data (to be discussed in the next Arrow-Tip) we decided it was easiest to compile the data …


Arrow-Tip #56 Creating Metrics to Illustrate KPIs Part I

In Arrow-Tip #53 Establishing Key Performance Indicators, we discussed choosing KPIs to track performance at my client company Gulf Coast Welding (GCW). In the next two Arrow-Tips we will discuss the specific metrics we are using to generate those KPIs and how we collect the data to calculate them.The following are the first …


Using SharePoint to Communicate KPI Dashboards

There is a reason that although I first promised a blog post on using SharePoint to display your company KPI dashboard back in late June, I’m just now getting started on it.  Turns out, its a much more complicated and multi-step process than I first expected.  So in attempt not to overwhelm …