Mthly Settings

The “Monthly Settings” tab is used to set overall Route-EXCELerator workbook values. It has four settings cells: “Current Month” to set the current month, “Days in Current Month” to set the correct number of calendar days in the current month, “Target Daily Revenue” to set your revenue targets on a daily basis, and Target Monthly Location/Machine Revenue” to set your revenue targets for your Location/Machines on a monthly basis.

Next there are five utilities that are used primarily to create each months workbook.

The Clear Daily Tabs (1-31) Data Input Area utility is used to clear out all the data input areas on all of the “Daily tabs 1-31”. See “Monthly Procedures” in Support and Procedures.
The “Delete a Customer / Machine Name Line” Utility is used to remove a Location/Machine name line from all related tabs. See “Monthly Procedures” in Support and Procedures. You must enter in the exact route name and corresponding Location/Machine name exactly as they appear in the workbook. It is recommended that you copy this information from one of the actual lines in the workbook.
The “Insert a Customer / Machine Name Line” Utility is used to add a new Location/Machine name line to all related tabs. See “Monthly Procedures” in Support and Procedures. You must enter in the exact route name if you are adding to an existing route. It will assume that you are entering a new route if you misspell the route name. It is recommended that you copy this information from one of the actual lines in the workbook. There are a maximum of 11 routes that can be added per workbook. This utility not only inserts a new line and adds the name it also copies all relevant calculations from similar columns, on all the related tabs.
The “Delete a Product” Utility is used to remove a product or brand from the Route-EXCELerator workbook. See “Monthly Procedures” in Support and Procedures. You must enter in the exact product name exactly as it appears in the workbook. It is recommended that you copy this information from one of the actual Columns in the workbook.
The “Insert a Product” Utility is used to add a product or brand to the Route-EXCELerator workbook. See “Monthly Procedures” in Support and Procedures. This utility not only inserts a new column and adds the name it also copies all relevant calculations from similar columns, on all the related tabs.

While it is recommended that you perform these utilities only when you are creating a new monthly workbook, you can use these utilities at any time in the calendar month