Excel for Sales Professionals

Learn essential features, best practices, and strategies to track, analyze, and forecast sales.

Introduction

• Welcome
• How to use the exercise files

1. Getting Started with Templates

• Get started with a template
• Modify a template and chart
• Add a drop-down list
• Share a template with your team

2. Importing Sales Data

• 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

3. Working with Tables

• What is a table?
• Sort and filter
• Slicers
• Automatic rows and columns
• Add a dynamic commission calculation

4. Analyzing Sales Data

• Conditional formatting
• PivotTables
• Unpacking PivotTables
• Create a leaderboard
• Leaderboard finishing touches
• PivotCharts
• Funnel charts
• Quick forecasting
• 3D maps

5. Build Awesome Sales Solutions

• 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

Conclusion

• Summary