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Course Outline
Day 1: Advanced Excel Functions & Formulas for Sales
- Introduction to Advanced Formulas
- Recap of Basic Formulas (SUM, AVERAGE, COUNT)
- Logical Functions: IF, AND, OR, IFERROR
- Nested Formulas
- Data Lookup and Reference Functions
- VLOOKUP, HLOOKUP
- INDEX-MATCH for flexible lookups
- XLOOKUP (Excel 365 users)
- Date & Time Functions
- EOMONTH, NETWORKDAYS, WORKDAY for sales forecasting and planning
- Text Functions
- CONCATENATE, TEXTJOIN
- LEFT, RIGHT, MID, LEN for managing product codes or client data
- Practical Exercise: Build a dynamic sales pipeline using advanced functions
Day 2: Data Analysis for Sales Performance
- Pivot Tables & Charts
- Creating and customizing Pivot Tables
- Grouping sales data by region, product, and time
- Using slicers and filters
- Creating Pivot Charts to visualize sales performance
- Data Validation & Dynamic Lists
- Creating drop-down lists for easy data entry
- Validating data entries to ensure accuracy
- Conditional Formatting for Sales Insights
- Visualizing high-performing sales regions/products with color scales and icons
- Practical Exercise: Analyze monthly sales data using Pivot Tables and Conditional Formatting
Day 3: Sales Dashboards & Reporting
- Creating Interactive Dashboards
- Introduction to dashboard components
- Using Pivot Tables, Pivot Charts, and slicers in a dashboard
- Dynamic Charting
- Advanced chart types (Funnel, Bullet, Combo)
- Sparklines to show sales trends within a cell
- Power Query for Data Import & Transformation
- Introduction to Power Query for sales data
- Combining multiple data sources
- Data transformation techniques (cleaning, merging datasets)
- Practical Exercise: Create a sales dashboard that updates automatically with new data
Day 4: Advanced Sales Forecasting Techniques
- Sales Forecasting with Excel
- Using TREND and FORECAST functions
- Scenario analysis using Data Tables (1 & 2 variable)
- Goal Seek and Solver for setting sales targets
- What-If Analysis for Sales Scenarios
- Creating multiple scenarios for different sales strategies
- Scenario Manager for revenue growth forecasting
- Power Pivot for Large Sales Datasets
- Introduction to Power Pivot
- Managing relationships between multiple data tables
- Creating calculated fields and measures
- Practical Exercise: Use advanced forecasting techniques to project quarterly sales
Day 5: Automating Sales Reporting & Macros
- Introduction to Macros for Automation
- Recording and editing simple macros for repetitive sales tasks
- Assigning macros to buttons
- Automating Sales Reports
- Automating sales performance reports with macros
- Batch processing sales data from multiple workbooks
- Excel VBA (Optional Advanced Topic)
- Introduction to Excel VBA for automation
- Writing basic VBA scripts for data manipulation
- Practical Exercise: Create a macro to automate sales reporting and data entry
Wrap-Up and Q&A
- Recap of key topics covered
- Final Q&A session for clarification and advanced topics requested by participants
Requirements
Basic Excel Proficiency:
- Participants should have a solid understanding of fundamental Excel functions (SUM, AVERAGE, COUNT, etc.), basic formulas, and data organization.
Sample Sales Data:
- Participants are encouraged to bring sample sales data from their organization (if possible) to practice with real-world scenarios. If unavailable, sample datasets will be provided.
Familiarity with Sales Concepts:
- Understanding basic sales metrics (e.g., revenue, profit margin, customer acquisition cost) is recommended to contextualize the exercises and examples.
Power Query and Power Pivot Add-Ins Enabled:
- Ensure that Power Query and Power Pivot are enabled in Excel (for those using Excel 2016 or later versions) for advanced data analysis tasks.
Willingness to Engage in Hands-On Exercises:
- This course is hands-on and requires active participation during exercises and practical tasks, such as creating dashboards, automating reports, and using advanced formulas.
35 Hours
Testimonials (5)
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work
Emilija Stoilova - EPFL HBP PCO
Course - Analysing Financial Data in Excel
The level of Excel knowledge was great followed by the high volume of material covered.
Humphrey Martino - Kneipp Corporation of America
Course - Excel in One Day
The guy was really helpful and knowledgeable and i really learned a lot in two days.
Francesca Maggiolo - Bettzeit GmbH
Course - Excel Basics
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
