Excel for Sales Professionals

What will i learn?

Curriculum for this course

36 Lessons 02:42:08 Hours

Introduction

2 Lessons 00:01:43 Hours

Welcome 00:01:18
How to use the exercise files 00:00:25

Get started with a template

4 Lessons 00:16:55 Hours

Get started with a template 00:03:18
Modify a template and chart 00:06:10
Add a drop-down list 00:03:25
Share a template with your team 00:04:02

Importing sales data

8 Lessons 00:29:18 Hours

Import data from a database 00:04:01
Import data from a CRM 00:03:42
Import data from a file 00:02:38
Cleaning up columns 00:02:40
Import data from many files 00:02:42
Query refresh options 00:01:55
Copy and pasting data 00:03:54
Cleaning up pasted data 00:07:46

Work with tables

5 Lessons 00:21:40 Hours

What is a table? 00:04:36
Sort and filter 00:04:03
Slicers 00:04:26
Automatic rows and columns 00:05:32
Add a dynamic commission calculation 00:03:03

Analysing sales data

9 Lessons 00:48:54 Hours

Conditional formatting 00:05:01
PivotTables 00:03:29
Unpacking PivotTables 00:03:44
Create a leader-board 00:02:29
Leader-board finishing touches 00:05:37
Pivot-Charts 00:06:24
Funnel charts 00:08:42
Quick forecasting 00:07:30
3D maps 00:05:58

Building awesome sales solution

8 Lessons 00:43:38 Hours

Multi-tier PivotTables 00:03:51
Create monthly and yearly summaries 00:04:43
Create period over period summaries 00:08:19
Create reports for multiple sales reps 00:05:34
Start a dashboard with existing PivotTables 00:05:05
Add Pivot-Charts to a dashboard 00:09:04
Add a map chart 00:03:37
Add a chart with a running total 00:03:25

Requirements

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Description

Track, analyse, and then forecast sales efficiently and accurately using Microsoft Excel. This course focuses on essential features and best practices that sales professionals can use. Learn how to import your sales data into Excel. Then, see how to clean up that data by removing redundancies, fixing incorrect information, and applying formatting. Next, step through the various methods of analysing sales data in Excel, from filtering and sorting to using Quick Analysis and slicers. Additionally, explore how to create a leader board, spot trends, forecast sales, create dashboards, and more. Join instructors and Excel trainers Chris "Smitty" Smith and Dave Ludwig as they draw on decades of combined sales experience to show you how to make the most of this powerful software

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