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.

• 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 dashboard

• Introduction
• 1. Getting Started with Templates
• 2. Importing Sales Data
• 3. Working with Tables
• 4. Analyzing Sales Data
• 5. Build Awesome Sales Solutions
• Conclusion

Chris B. Smith. A content developer at Microsoft creates Office application training solutions.

Chris works with the excel team to improve existing documentation and produce content for new features. Chris has experience in marketing, advertising, print, digital media, retail, agriculture, finance, manufacturing, and more.

Dave Ludwig. A content developer at Microsoft creates articles, visual aids, and videos.

Dave taught banking software to accountants. He taught the Adobe technical support staff how to use the graphical software. At his first job at Microsoft, he trained employees on in-house publishing tools. He works on Office as a content developer. He enjoys teaching people how to be more productive.