Overview
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Learn essential features, best practices, and strategies to track, analyze, and forecast sales.
Syllabus
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Introduction
- Welcome
- How to use the exercise files
- Get started with a template
- Modify a template and chart
- Add a drop-down list
- Share a template with your team
- Import data from a database
- Import data from a CRM
- Import data from a file
- Cleaning up columns
- Import data from many files
- Query refresh options
- Copy and pasting data
- Cleaning up pasted data
- What is a table?
- Sort and filter
- Slicers
- Automatic rows and columns
- Add a dynamic commission calculation
- Conditional formatting
- PivotTables
- Unpacking PivotTables
- Create a leaderboard
- Leaderboard finishing touches
- PivotCharts
- Funnel charts
- Quick forecasting
- 3D maps
- Multi-tier PivotTables
- Create monthly and yearly summaries
- Create period over period summaries
- Create reports for multiple sales reps
- Start a dashboard with existing PivotTables
- Add PivotCharts to a dashboard
- Add a map chart
- Add a chart with a running total
- Summary
