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LinkedIn Learning

Excel for Sales Professionals

via LinkedIn Learning

Overview

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

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.

Syllabus

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

Taught by

Dave Ludwig and Chris B. Smith

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