Looking for an excel template to avoid re-inventing the wheel

NathNath Member

Morning All

Cheeky ask this I know but if you don't ask....

I am looking to put together a template spreadsheet to cost up cases for our advisers depending on complexity, number of policies etc etc and wondered if anyone had one they could share. In particular im looking at particular fields i.e. number of existing policies to analyse...which one you add the figure it then has an output field for time e.g. you add 3 policies and it adds another 1.5 hours to the analysis time/report time etc.

I have been trying and failing with the IF formula tool so think I need some more practice with this.

Thanks

Nathan

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