Mystery Shopping Bible Banner

Yourwebness
Yourwebness
SherryShopperFL

  • The Assignment Log is designed to list all of your assignments as you receive them.  Since your assignments are usually not received in the order in which they are due, I have set up special formatting that will highlight the start and end dates to alert you to upcoming assignments are due.

    • Blue for assignments due 5-10 days from today

    • Green for assignments due 1-4 days from today

    • Red for assignments due today

  • Today's date is automatically generated, and this is connected to many of the various formulas.

  • This worksheet has sorting options to sort by one (or more of the heading columns).  Just click on one of the arrows in the header column, and it allows you to select which option you want to sort by.

    • Sort Ascending

    • Sort Descending

    • All (shows everything, which is what you return sorts to when you are done)

    • Top 10

    • Custom

    • Every entry for that very column is listed (great feature!)

    • Blanks (any blank fields in this column will display)

    • Non-Blanks (any fields that are NOT blank will display)
ID # (used for multiple sheets to lessen your data entry!) (automated field)

Mystery Shop Company (Make certain, this entry list listed EXACTLY as it is on the Companies worksheet. This is essential for the links to all operate properly).

Shop Date (this field is entered when the assignment is completed.)

  • REMINDER:  This field is NOT to be entered until your assignment is completed.  This is linked to many other areas within this workbook
  • To assist myself within this field, I enter "Printed" (without the quotation marks) in this field once I have printed all related paperwork.

  • Using Printed in this field will allow you to easily add another assignment to your day, because the paperwork can simply "be grabbed."

  • This also allows one more way to sort from this column.

Assignment Start Date (first available date you can shop. On assignments that can be shopped on ONLY 1 day, the Start & End Dates will be the same.)

Assignment End Date (last available date you can shop. On assignments that can be shopped on ONLY 1 day, the Start & End Dates will be the same.)
Location Name (The name of the store, restaurant, bank, apartment, etc... you are shopping)

Store # (if none, enter N/A)
Mall or Shopping Center Name
Location Address

Location City
Location State
Location Zip
Location Phone  (This number has been formatted already.  You enter ONLY the number, no other characters)
Special Instructions (such as specific target or hours, days, etc..)
Shop Fee (amount paid for the shop)  (if applicable, otherwise enter $0.00)
Bonus (if applicable, otherwise enter $0.00)
Reimbursement Amount (total amount they will reimburse, if applicable, otherwise enter $0.00)
Shop Month  (automated field)  The Shop Month, Shop Week, and the Shop Year columns are automatically populated when you enter a Shop Date for an assignment.  A a shop date is entered ONLY once the assignment has been completed.
Shop Week  (automated field)  The Shop Month, Shop Week, and the Shop Year columns are automatically populated when you enter a Shop Date for an assignment.  A a shop date is entered ONLY once the assignment has been completed.

Shop Year  (automated field)  The Shop Month, Shop Week, and the Shop Year columns are automatically populated when you enter a Shop Date for an assignment.  A a shop date is entered ONLY once the assignment has been completed.
This is a general shot showing how the Assignment page looks when you have data listed in it.  All the data listed here is completely fabricated.  It is shown only for the purpose of allowing you to see how this document will work once you start using it.  As this is the top portion of the page, please note that there IS a "shop date" for all of the assignments shown.
This screen shot shows a realistic view of what the bottom portion of your assignment would continue to look like.  The date at the top in red is automated, you do not ever have to update this.  Which for me was helpful because I tend to review this every morning WITH my first cup of coffee.  The assignments scheduled for October and November have a blank for Shop Assignment, no need to print these assignments yet!  The assignments listed as "Printed" changed from light yellow to pink.  This is another reminder that this assignment has not been completed.  The color coding is automated to assist you when you have upcoming assignments.  Many shoppers do in excess of 100 assignments a month.  It would take very much when you do that type of volume for one to sneak past you!
 This screen shot shows the balance of information on the right side of the screen (if you were to scroll to the right).  There is a field for special notes (some assignments must be completed on certain days of the week or within certain hours).  The various fees that have been allocated for these assignments.  Then there are two new fields, Month & Week.  These two fields are automated.  They are used for the Reports worksheet, but offer another great way to sort your records.
This is a screen shot showing the results of using MONTH as a sorting option (see the blue arrow on Month, all the way to the right).  The selection within MONTH that was chosen was BLANKS.  In this field, BLANKS will pick up all assignments that have NOT been shopped, since both the Month and Week fields are determined by the actual Shop Date.
This screen shot shows the assignment log being sorted by the MS Company Column (see the blue arrow on MS Company column).  Rather than using a "traditional sort", A specific company was selected from the list (All items are available to be selected in this manner).  This shows the assignments received for one specific MS Company.  There are three (3), two (2) of which have already been completed, and one (1) which has paperwork printed and is not yet done.  Sorting by this way is a great way to check up on the status of assignments with any company.  Do you really know exactly how much work you get from one company?  Sorting in this manner will show you exactly.
This screen shot shows a sort using the Shop Date column, and selecting PRINTED as the option you want to see  (see the blue arrow on Shop Date column).  See, only the items that meet the specified criteria of "PRINTED" within this column display.  These of course are all incomplete assignments.  These assignments, based on what is listed in the log, should all be printed and ready for you to grab as you need them.
This screen shot shows the macro button for Assignments and Payments worksheets.  Because the Assignments and Payments worksheets are linked together, they MUST have the same number of lines at all times.  And due to the formulas and special formatting within each cell, you cannot just insert lines like in a normal spreadsheet.  When you run out of rows to enter your new assignments, you simply click this button, and 5 brand new rows will appear below your existing rows.  These rows will all contain the proper formulas and formatting.  And when you use this special macro button, it adds the new rows to both the Assignments and Payments worksheets at the same time!
This final screen shot shows a color coding reminder system I set up.  The Assignment Start (Column E) and Assignment End (Column F) will change color (yes, by themselves!), as your assignments approach their due dates based on the range you enter.  The special formatting uses today's date listed at the top of the worksheet to determine when your assignments are due and color code them properly.   Just a bit of a "red flag" to alert you.  Definitely a helpful item for both new shoppers and experienced shoppers.
These are just a small number of the available options for using these sorting features that I have incorporated into this spreadsheet.  Please also remember, you can select more than one column.  So you can view your data any way you want to see if.  The possibilities are endless.  Seeing your information the way you want to, that is how you can customize this to your needs and make it your system too.  Remember, to return to the original options, select ALL rather than a specified criteria on all columns you sorted (shown with a small blue arrow), and all of your data will be visible again.

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