Quote:
Originally Posted by katestar
I screwed up at work, somewhat. We do capital equipment sales, so in a month we have maybe 10 deals and our pipeline maybe has 50 deals on it total. Right now, the pipeline is managed in an Excel spreadsheet which calculates an actual number for the month and a forecasted number based on the feedback we get from sales.
FWIW, on Monday a new lady is starting that will be taking over this exercise, so it won't be my problem anymore!
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Mistakes happen. I made them, you make them, the CEO makes them. I've been in business 24 years and witnessed major screw ups related to data and spreadsheets (rare) to minor (like yours, always a couple per month).
You set expectations, fortunately. They ran with numbers that were not final, always dangerous to review with Execs because they tend not to hear what they don't want (anything in "draft" format in front of an exec is dangerous).
Yes, it's all excuses. Oh well. You got yelled at, but not too badly.
Wasn't your fault, but you own it, like it or not.
This, too, shall pass. Wouldn't sweat it too much and next time you'll do better (though this time, you didn't much wrong seems-like). Maybe it was just "your turn" to take the random beat-down by life.
The solution, btw, is to get off of Excel and move onto Dynamics or similar that makes all of that (sales data) a breeze to roll-up, collate, etc. You and a million others each month use Excel in admittedly-fancy ways, but stuff like that is prone to error even with the best of intentions. (chuckle): better than most, I understand this...