Excel for Sales Professionals

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Created by: Chris B. Smith

Produced in 2017

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Course Description

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.

Intermediate Level

Time: 2h 42m

Instructor Details

Chris B. Smith

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Chris "Smitty" Smith is a content developer at Microsoft who creates Office application training solutions.

Chris focuses on Excel, working with the Excel team to improve existing documentation and produce content for new features. Chris is skilled in VBA, SQL, and .NET. He has a broad range of knowledge from experience in multiple market segments, including marketing, advertising, print, digital media, retail, agriculture, finance, manufacturing, and more.