By: Shamima Sultana

In reply to isukpong Sunday.

Hello Isukpong Sunday,

Thanks for sharing your situation—it’s great that you’re already using Excel to manage client data! For your needs, I recommend setting up a well-structured Excel template with the following key features:

Client Visit Log Sheet: A table where you enter each client’s visit details (Date, Name, Service Type, etc.).
Summary Dashboard: Use formulas like COUNTIFS and SUMIFS to automatically calculate daily, weekly, and monthly visit counts.
Drop-down Lists: For consistent data entry (like service types or staff names).
Error-Free Formulas: I can help review or fix your formulas to ensure they work properly.

Example Formula – Count Visits on a Specific Date
If your client data is in a table like this:
A (Date) B (Client Name)
2025-03-25 John Doe
2025-03-26 Jane Smith
To count how many clients visited on March 25, 2025, you can use:
=COUNTIF(A2:A100, DATE(2025,3,25))

Or to make it dynamic with a date in cell D1:
=COUNTIF(A2:A100, D1)

If you’d like, I can help you build a complete template with automated summaries for daily, weekly, and monthly tracking. Just let me know the exact fields you want to include!

Looking forward to helping you!

Regards
ExcelDemy