Excel for Sales Professionals
Offered By: LinkedIn Learning
Course Description
Overview
Learn essential features, best practices, and strategies to track, analyze, and forecast sales.
Syllabus
Introduction
- Welcome
- How to use the exercise files
- Get started with a template
- Modify a template and chart
- Add a drop-down list
- Share a template with your team
- Import data from a database
- Import data from a CRM
- Import data from a file
- Cleaning up columns
- Import data from many files
- Query refresh options
- Copy and pasting data
- Cleaning up pasted data
- What is a table?
- Sort and filter
- Slicers
- Automatic rows and columns
- Add a dynamic commission calculation
- Conditional formatting
- PivotTables
- Unpacking PivotTables
- Create a leaderboard
- Leaderboard finishing touches
- PivotCharts
- Funnel charts
- Quick forecasting
- 3D maps
- Multi-tier PivotTables
- Create monthly and yearly summaries
- Create period over period summaries
- Create reports for multiple sales reps
- Start a dashboard with existing PivotTables
- Add PivotCharts to a dashboard
- Add a map chart
- Add a chart with a running total
- Summary
Taught by
Dave Ludwig and Chris B. Smith
Related Courses
Data Wrangling with MongoDBMongoDB via Udacity Getting and Cleaning Data
Johns Hopkins University via Coursera 软件包在流行病学研究中的应用 Using software apps in epidemiological research
Peking University via Coursera Creating an Analytical Dataset
Udacity Implementing ETL with SQL Server Integration Services
Microsoft via edX