Sample Spreadsheets (MS Excel)

Allocations Report
The 4 pages below are a spreadsheet I designed that was used to report on training activity and the costs associated. There are detailed instructions on how the data in this report was compiled in the Sample Job Aid link to the right.








Trained Associate Production Reports
The 4 pages below are some spreadsheets I designed that were used to report on loan originator production and its correlation with the different training classes associates attended. The purpose of these reports was to determine which training classes had the potential to yeild higher production levels.





Training Course Ratings Report
The below spreadsheet I designed was used to report the results of surveys given to all associates who attended training classes.



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