Excel for Sales Professionals (2017)

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