[Excel] Sales Target Planning
Hello everyone, hows going ?
Please, I'd like some tips about the Sales Target Planning at Excel. I did the installation and it works with other functionality (if I try to put any report from C4C it works), but not for the Sales Target Planning.
I use Windows 7 - 64 bits, MS Excel 2010 and the add-in from C4C.
Please, take a look the images attached: Print 1 is my Excel status, that still for a long time and nothing happens. Print 2, my Sales Target that is on prepare.
Any help is appreciated.
Mauricio Brandalise replied
When you're doing the Plan, the best way is do the DOWNLOAD and open in the folder (not directly from the browser). (Maybe is a problem with the browser)
So go through to the folder that you saved the file (AnalyticalWorkbook) and open. Make sure before, that you have the c4c certificate !
It works, as you can see the file attached (image 2). To make easy the process of target sales planning, I suggest install the ADD-Ins and the CERTIFICATE.
Thanks guys and see u soon.
*Ps: I've been using Google Chrome 41.0.2272.118m, MSOffice 2010, Windows 7 SP1.