Excellence in Excel! Create a Sales Funnel Excel Dashboard!
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Excellence in Excel! Create a Sales Funnel Excel Dashboard!

Sales Funnel in Excel! This course will teach you how to create a dynamic sales funnel dashboard & connect it with Word.
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
16 students enrolled
Created by Nicky Wong
Last updated 4/2015
Current price: $10 Original price: $20 Discount: 50% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 1 hour on-demand video
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create their own Sales Funnels in Excel.
  • Understand how to use the SUMIF function
  • Understand how to use the VLOOKUP function
  • Understand how to use the IF statement
  • Knows how to create Sales Funnel Dashboards in Excel.
  • Can apply Dropdown menu lists.
  • Knows how to connect Microsoft Words with Excel.
  • Know how to create consistent reports in Microsoft Word by taking the information out of Excel.
View Curriculum
  • Have the willingness to take MASSIVE action!
  • Have an openmind to take action!
  • Have a working Microsoft Excel 2007, 2010 or 2013.

Excel, create by Doing! Are you looking for a useful Excel course where you truly learn something practical and create a valuable tool? This course is for you!

This course will teach you how to use Excel functions and create a useful Excel Sales Funnel Dashboard. Many people learn Excel functions and all the possible options that you can do with Excel. The real thing is that you will probably not use 80% of the power of Excel.

Excel is powerful but if you do not understand how to use it, your knowledge remains powerless. This course will show you how to use just a few functions and create in the meanwhile a very useful tool. This learning method is named CREATE BY DOING!

If you feel intimidated by Excel do not worry! The real issue is not Excel or You but by the method of learning it! Yes, the way you learn something can be successful or unsuccessful. This course uses the SPEED LEARNING methods of the learning cone. What is that? This is a method development make sure you truly remember 90% of everything you learn. How? Just by doing and following the exercises.

This course is active, and you have to do the exercises and follow along.

Why should I take this course? Your competitor has a bigger course!

I understand you point, but do you know the difference between have a toolbox and understanding to use just only 2 tools. I can teach you every tool you want that you can add all the tools in your toolbox. But would you be able to see the practical value out of it? I do not think so.

What if I give you just 2 tools, a screwdriver and a saw and teach you how to create a great piece of furniture? That would be 100% more valuable and that is what I do! I teach you to make useful tools that you can use for your personal life. By doing you create your furniture! That has a lifelong value!

There is a real difference between knowledge and power. Knowledge is only potential power, without the practical use of it, it becomes powerless. Power is the knowledge that you apply in your daily life! This course is powerful because you use the tools and put it into great use.

I never succeeded in Excel, is this course suitable for me?

Success is a path you walk. Learning Excel is exactly the same. Did you fail before; perhaps you took the wrong path. You learned from a bad teacher or a boring book. If you took the wrong path all you need is readjust your path and start walking again. This course truly is a very easy and slow paced course with much repetitions and exercises. The way to learn is by doing and by great explanations. This course has it both many times over!

Just check it and test it out for a month!

To make it even better, I offer this course as 30 day money back. This basically means that if this course is not right for you, you can get your money back in a blink of an eye. There is truly no reason not to do it and it has no risk at all.

Start taking actions right now and take this course. In life you have winners and losers. The winners take action at once and the losers keep on looking and waiting for the right time. In life there is never a right time except NOW! I truly belief you are winner because you are looking and reading this course.

Alright winner, it is time to take action! Click on “Take this course" and start making great pieces of Excel Furniture!

Who is the target audience?
  • Professionals that need to improve their Microsoft Excel skills.
  • Businessman that needs Excel to improve their Excel reporting skills.
  • Business Owners that need to use Excel for analyzing data.
  • Internet Marketers that needs to know how to visual Sales Funnels in Excel to analyze and track their progress.
  • Students who want to become professional in Microsoft Excel.
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Curriculum For This Course
Welcome to creating a sales funnel in Excel!
2 Lectures 01:18

Sales Funnel Excel Course

Welcome to this course! Im excited to have you here!

Excel is a wonderful tool to create powerful programs. Sadly, many people cannot grasp the true power of Excel. In this course you will learn the formula`s and functions to create practical Excel sheets and tools.

The real power of Excel is Create by Doing! I do not want to you learn a basic Excel function and let you go. I want you to understand the practical use of Excel by using just a few tools to create something that has a value of a lifetime.

Preview 01:18

Excel Course Raw Data

In this part you can download the raw data. You will not receive the full data. Why? Because I truly want you to learn it by doing. This course is titled: Create by Doing! It is a challenge and the big question is, can you do it?

Download the Excel sheet so you have the Raw Data at hand that you need for the upcoming lectures.

Download the Excel File with Raw Data
2 pages
Creating the Input Data tab
3 Lectures 14:33

Sales Funnel Excel

In this lecture you will create the layout of the first tab. Make sure you downloaded the Raw Data file so you are ready to work. Copy the data from the Raw Data tab and place this in the Input Data tab. First we will create the layout.

Preview 04:29

Sales Funnel Excel

In this lecture you will create the formulas that are needed to calculate the data. We use formulas to automate the entire process. You will learn:

  • How to use the SUMIF function
  • Why you need the use of "F4" button the freeze/lock cells.
Preview 04:36

Sales Funnel Excel

In this lecture you will create the sales funnel. All the formulas are in place. If you did not do this please do this before you create the sales funnel.

Creating the sales funnel chart in the Input Data tab
Creating the Sales Funnel tab
3 Lectures 23:03

Sales Funnel Excel

In this lecture you will create the layout of the second tab. This tab will be a multiple sales funnel chart. It displays three categories. The first part is creating the layout and make sure everything is in place to create the formulas.

Creating the basic layout of the Sales Funnel tab

Sales Funnel Excel

In this lecture you will create the formulas in the column. You will use two different statements to create a more dynamic and intelligent Excel sheet. You will use the:

  • IF statement
Creating the formulas (IF & VLOOKUP statement) and the dropdown list.

Sales Funnel Excel

In this lecture you will create the sales funnel and create a Microsoft Word connection. This connection is essential because it saves a lot of time in creating a report. This method is very useful to analyze results of a sales funnel and give a systematic conclusion.

Creating the dynamic Sales Funnel chart and the Microsoft Word connection.
Excel Exams 1 & 2
4 Lectures 10:35

Sales Funnel Excel Exam

In this Exam you receive a challenge to understand how to connect Excel cells with Microsoft Word. You will ad a management advice. For this connection you need two statements:

  • IF statement
  • VLOOKUP statement
Excel Exam 1: Creating a simple Word connection

Sales Funnel Excel Exam Answer

In this lecture you will see how to add a connection in Microsoft Word. You connect cell values to create a report that is very consistent.

Excel Exam 1: Answers

Sales Funnel Excel Exam

In this Exam you will have to place a new dropdown item in the menu. What you have to do is add a new item called "YouTube Ads". Give this the right values and make sure the VLOOKUP is connected properly as well! Add this item so it will be displayed in the Sales Funnel. Are you able to take this challenge?

Excel Exam 2: Adding a new item in the dropdown menu.

Sales Funnel Excel Exam Answer

In this lecture you will see how to add the new item in the dropdown list. Double check your work and follow along. If you had any trouble with this exam, just place a screenshot and I will help you out.

Excel Exam 2: Answers
Thank you!
2 Lectures 02:04

Excel Conclusions

Congratulations of completing this course. Remember that you always should continue learning and improve it. That is why I would like to hear from you! Do you want to create something new? Did you like this learning method? Just let me know!

You have learned alot of quality information and understand how to use some functions to create a practical tool. You might wonder what can I do next? This is what you can do from now on:

  1. Go and rate my course!
  2. Go ahead and tell me what you want to learn more about Excel in the discussion board!
  3. How can you use this knowledge in your daily life?
Final Points

Sales Funnel Excel Reference sheet

You learned a lot and I truly believe you want to make sure you remember all the information as well. So here you have a reference sheet. I placed the best functions on this sheet with a very brief explainaton. Are you on a mobile phone? Do not worry! I have also a mobile format ready for you!

Excel Reference Sheet by Udemology
4 pages
About the Instructor
Nicky Wong
4.1 Average rating
463 Reviews
33,328 Students
22 Courses
Data Analyst, Market Researcher, Data Visualizer!

Nicky Wong is an expert in translating data into market opportunities. Data is his passion, Excel, Databases and Big Data are truly wonderful topics. As an absolute data lover and he is always looking for ways to analyze it. It started with stock market facts and now quickly turned to everything that is unique and different.

However, all the information have one primairy goal and that is "How to use this information to gain a competitive advantage". As a Market Researcher with it roots in Marketing Nicky understands that knowledge is power. Whatever you do make sure you use data at your advantage.


My vision of Data and the future


Why Data visualization matters!

I truly belief that Big Data is giving us all a new obstacle to overcome! Information overload is a serious challenge and with Big Data it only multiplies the issue. If you are a data miner you will know that much data has no meaning if you cannot connect any meaningful dots.

Large chunks of data, reports and tables are not effective. It is impressive to get a huge database but it is demotivating for others to read data. The biggest data trend is increasing this issue! Big Data = Information Overload x 10.

From (Digital) Information Age to the (Digital) Understanding Age

A data analyst can analyze data but the most important skill is Data Visualization! These so called "data visualizers" will develop a new skill gathering meaningful information and present it in a very understandable and effective way.

The issue is not anymore the data but the way to give meaning and communicating meaning to others. The person who can do that will have a huge advantage in the so ever growing Big Data world.

Big Data is here! Data Visualizer is on it`s way! In all of my courses I use techniques to create understandable data and present it in an impactful manner.