Customer Return Dashboard in Excel

What is it?

It is an excel macro-enabled workbook that helps you to display and easily analyze customer returns for your business. It enables displaying data for particular period for your entire business or filter it by user, particular customer or product. It summarizes number of returns, their dollar amount and quantity of each product returned.

Who is it for?

It can be used by company’s management, controllers or anyone who overlooks sales reps performance.  It enables to see customer return trends and return reasons. This knowledge is very useful as it helps to detect issues like product flaws or employees’ mistakes.

How does it work?

The dashboard can process manually added data or can be connected directly to you server and display data in real time which makes it very powerful tool. Simply copy and paste your data into Data tab or establish permanent connection to your database. Press Connect to Database button and the program will do the rest!

What data do I need to use it?

There is only 4 mandatory data fields that you will need from your accounting / CRM software: transaction number (credit memo/RMA number, transaction date, returned item quantity and item price. Note that the more data you add, the more insigthful your analysis will be. Optional data include: user name, customer name, item name, customer PO number and memo/notes (return reason/code).

Why does it exist?

If is controlling tool that brings a lot of time savings for the businesses which track and analyze returns. There is no need to manually extract data and prepare the report from scratch every time. This makes reporting faster, more stadarized and consistent.

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