Excel for Sales Professionals (2017)

2h 43mGeneral2017-06-01

Authors

Chris B. Smith

Former Microsoft Excel MVP and Content Developer at Microsoft

Dave Ludwig

Content Strategist for Microsoft Excel

Course details

Track, analyze, 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 analyzing sales data in Excel, from filtering and sorting to using Quick Analysis and slicers. Additionally, explore how to create a leaderboard, 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.

Learning objectives
Using, modifying, and sharing templates
Importing data from a database
Cleaning up data
Refreshing queries
Pasting data
Sorting and filtering tables
Using slicers
Adding a dynamic commission calculation
Using conditional formatting
Working with PivotTables and PivotCharts
Creating a leaderboard
Create period, monthly, and yearly summaries
Creating dashboards

Skills covered

Microsoft OfficeSpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

01 - Welcome
02 - How to use the exercise files

1. Getting Started with Templates

03 - Get started with a template
04 - Modify a template and chart
05 - Add a drop-down list
06 - Share a template with your team

2. Importing Sales Data

07 - Import data from a database
08 - Import data from a CRM
09 - Import data from a file
10 - Cleaning up columns
11 - Import data from many files
12 - Query refresh options
13 - Copy and pasting data
14 - Cleaning up pasted data

3. Working with Tables

15 - What is a table
16 - Sort and filter
17 - Slicers
18 - Automatic rows and columns
19 - Add a dynamic commission calculation

4. Analyzing Sales Data

20 - Conditional formatting
21 - PivotTables
22 - Unpacking PivotTables
23 - Create a leaderboard
24 - Leaderboard finishing touches
25 - PivotCharts
26 - Funnel charts
27 - Quick forecasting
28 - 3D maps

5. Build Awesome Sales Solutions

29 - Multi-tier PivotTables
30 - Create monthly and yearly summaries
31 - Create period over period summaries
32 - Create reports for multiple sales reps
33 - Start a dashboard with existing PivotTables
34 - Add PivotCharts to a dashboard
35 - Add a map chart
36 - Add a chart with a running total

Conclusion

37 - Summary