Advanced Excel for Sales Managers | Automation & Analytics
What you'll learn
- Multiple Excel techniques to prepare your sales reports and perform analytics
- Pivot Table
- SUMIFS and VLOOKUP for Slabs
- Date Formulas for After Sales Service
- Data Preparation for Analysis
- Data Consolidation
- Visualization without Charts
Requirements
- PC with Installed Microsoft Excel 2007 or Excel 2010, Excel 2013, Excel 2016, Excel 2019.
Description
You can improve ONLY if you can measure. This course uses multiple mini-projects to teach you how to work with multiple Excel techniques to prepare your sales reports and perform analytics.
Sales Visualization techniques WITHOUT using Charts
Find correct sales by extracting Bank Account Codes from unclean data dumps
Analysis Sales by Bucket sizes 0-1000, 1001-2000, and so on
Combine Sales Ledgers of multiple months & Automate the process for next months
Analyze 3-years' sales using Pivot Table
Commission Calculation using different incentive periods
Allocating sales to different agents
Consolidating Sales of multiple products, multiple agents from different sheets
After Sales Service Tracking - Contract Expiry Date, TAT & Response Times
Who this course is for:
- Intermediate to Advanced Excel User
Course content
- Preview04:42
- Preview05:41
- 04:07After Sales Support - TAT
- 01:53After Sales Support - Warranty Date Expiry
- 08:36Sales Allocation by Sales Person (PQ)
- 04:37Pivot 1 - 3y Sales - Append Files
- 11:10Pivot 2 - 3y Sales - Analysis
- 10:12Commission Calculation - Date Buckets
- Preview03:14
- 07:58Region-Wise Bank Accounts for Sales Collection
Instructor
![Yoda Learning](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.4 Instructor Rating
- 8,274 Reviews
- 122,725 Students
- 28 Courses
20,000 Classroom Students | 100,000+ Students Online
ex-KPMG, ex-J.P. Morgan | Chartered Accountant
Taught 12k+ participants across PwC, EY and Deloitte over last 10 years
I am a Chartered Accountant from India. I have worked with KPMG (Audit) and J.P. Morgan (Debt Capital Markets) and Futures First (Proprietary Trading Desk) before venturing into Corporate Training (first part-time and then full-time)
After a decade of corporate training and winning multiple accolades in Office Productivity and Financial Modelling, in 2015, I created a mission to help 1 million people by 2020. I started creating high-quality video courses and helped people online to become faster-smarter-better at work. A lot of my students at PwC, EY, Deloitte, Amazon, Uber, Tata Group, Rio Tinto use these video courses to excel at work.
If I’m going to succeed in my mission of helping 1 million professional in the next five years, I NEED YOU to succeed… I can’t reach my goal without helping you reach yours!