Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the SharePoint 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 …


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.  …


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 #57 Creating Metrics to Illustrate KPIs Part II

In Arrow-Tip #56 we discussed creating metrics to illustrate Safety and Quality KPIs for my client company Gulf Coast Welding (GCW).  In this Arrow-Tip we will cover Profitability and Revenue KPIs.

KPI: Profitability

Metric 1: Average Labor Cost pe Hour- Average cost of labor at GCW includes burden and overhead loaded on top of hourly wages.  …


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 …


Newsletter, Facebook Pages & Upcoming Posts

The Arrow-Tips email newsletter has been officially re-launched and the first issue sent out.  If you would like to receive our monthly newsletter with tips and tricks for using Microsoft Outlook more efficiently along with other special features like events and new product announcements, click here.

We’ve also created a new …


Arrow-Tip #53 Establishing Key Performance Indicators (KPIs)

As promised this post is the first in a series discussing how I helped my client Gulf Coast Welding Corp (GCW) establish and communicate performance in key areas of their business i.e. Key Performance Indicators (KPIs).  My good friend and super operations management guru Tim Smith was also kind enough …


How to Synchronize SharePoint Contacts with Outlook

You can create a contacts folder in Outlook that mirrors any contacts folders on SharePoint and then keep the data synchronized between the two.  You will not be able to synchronize with your main Contacts folder, but this feature is nice for company lists that don’t all need to be …


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 …


Creating a Quote Information Sheet Form with Calculated Fields in Word 2007

OK, so a week turned into two months, but better late than never – here is my post on creating a Quotation File Information Sheet.  What – doesn’t sound very glamorous to you?  How could having key proposal information neetly organized and readily available not interest you?  Ok, how about not having to re-invent the wheel …

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