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Excel for Sales Professionals

By: Chris B. Smith & Dave Ludwig

Level: Appropriate for all

Duration: 2h 42m

Released: June 1, 2017


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.

Topics include:

  • 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 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.

Dave Ludwig is a content developer at Microsoft who creates articles, visual aids, and videos for Excel.

Dave’s first job in software was teaching banking software to accountants. From there, he moved on to graphical software where he taught Photoshop and Illustrator to Adobe technical support staff. His first job for Microsoft was at MSN Sidewalk, where he trained employees on in-house publishing tools. Now he works on Office as a content developer, with a focus on Excel. He enjoys teaching people to be more productive so that they can succeed both personally and professionally.

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Chris B. Smith, Dave Ludwig – Excel for Sales Professionals
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