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Excel for Sales Professionals – Chris B. Smith & Dave Ludwig

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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.

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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.

Topics include:

  • 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

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