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Excel for Sales Professionals Webinar


Many professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their work. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable professionals to achieve those goals. Step-by-step, David demonstrates and explains: cleaning up reports to facilitate data analysis; jump-starting spreadsheets by utilizing free Excel templates; best practices for developing sales budgets; forecasting sales in Excel 2016 and later; along with two approaches for calculating sales commissions. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. He draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) during the presentation, as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.

What You’ll Learn

  • Create instant reports
  • Creating interactive geographic maps
  • Four ways to remove data from a pivot table report
  • Differences among pivot table-related menus
  • Extrapolate trends based on existing data
  • Filtering pivot tables
  • Filtering vs. sorting

Who Should Attend
Professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of sales-related spreadsheets.